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(Oct 24th) Do You Understand Your Financial Plan? - Guest speaker from Edward Jones (Tucson, AZ) - Morris Hall, PLLC

(Oct 24th) Do You Understand Your Financial Plan? – Guest speaker from Edward Jones (Tucson, AZ)

Type: seminar Date: October 24 Time: 10:00 AM - 11:00 AM Venue: Atria Campana del Rio, 1550 East River Road, Tucson,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Atria Campana del Rio DESCRIPTION:Monthly Q&A with Wendy Guest Speaker: Ali Rustempasic – Financial advisor at Edward Jones Ali will speak about the rules of the road and will cover topics, such as: •  Developing a strategy •  Investing for the long-term •  Having realistic expectation •  Reviewing your strategy annually Ali has been a financial advisor with Edward […] ADDRESS:1550 East River Road DTSTART:20181024T100000 DTEND:20181024T110000 URL;VALUE=URI:https://morristrust.com/seminars/oct-24th-do-you-understand-your-financial-plan-guest-speaker-from-edward-jones-tucson-az/ SUMMARY:(Oct 24th) Do You Understand Your Financial Plan? – Guest speaker from Edward Jones (Tucson, AZ) LOCATION:Atria Campana del Rio, 1550 East River Road, Tucson, PHONE: DTSTAMP:20210506T163437 UID:60941a9dd4085 END:VEVENT END:VCALENDAR
      (Oct 24th) Do You Understand Your Financial Plan? – Guest speaker from Edward Jones (Tucson, AZ).ics
Monthly Q&A with Wendy

Guest Speaker: Ali Rustempasic - Financial advisor at Edward Jones

Ali will speak about the rules of the road and will cover topics, such as: •  Developing a strategy •  Investing for the long-term •  Having realistic expectation •  Reviewing your strategy annually Ali has been a financial advisor with Edward Jones for 8 years and is an Accredited Asset Manager with the College of Financial Planning. Ali is a native Tucsonian and lives in Oro Valley with his wife and four children. He enjoys spending time fishing, being outdoors and hanging out with family. 

Wendy will also answer estate planning questions, such as:

•  How should my financial plan and estate plan work together? •  What retirement assets should be included in my trust?   Atria Campana del Rio (Map)   South of River Road and Via Ventura.  (check in at the front)

RSVP by filling in the form below, or email info@morristrust.com or call (520) 320-5100

Event is due and cannot be registered at the moment