Business Essentials: Let’s End 2020 but First some Year-end Financial Strategies!
GUEST SPEAKER: Erin Sinclair, Financial Advisor/ Edward Jones
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2014, I joined Edward Jones as a financial advisor in Burlingame and previously was a financial advisor at Morgan Stanley, this following a long career as an equity trader.
A graduate of the University of Southern California, I hold a bachelor of science from the Marshall School of Business. Originally from Southern California, I have lived in the Burlingame community since 1994. I am an active member of the community serving local philanthropies. Currently I serve on the Rotary Club of San Mateo Board of Directors and the Board of Trustees for the Hillsborough Beautification Foundation.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients unique goals and needs.
The year 2020 has been one none of us will soon forget. To be honest, we won't be sad to see it go. As you look ahead to a hopefully less eventful 2021, it's a great time to step back, review your progress and your goals, and consider the steps you might need to take before Dec. 31.
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Please register to receive the Zoom meeting link.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2014, I joined Edward Jones as a financial advisor in Burlingame and previously was a financial advisor at Morgan Stanley, this following a long career as an equity trader.
A graduate of the University of Southern California, I hold a bachelor of science from the Marshall School of Business. Originally from Southern California, I have lived in the Burlingame community since 1994. I am an active member of the community serving local philanthropies. Currently I serve on the Rotary Club of San Mateo Board of Directors and the Board of Trustees for the Hillsborough Beautification Foundation.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients unique goals and needs.
The year 2020 has been one none of us will soon forget. To be honest, we won't be sad to see it go. As you look ahead to a hopefully less eventful 2021, it's a great time to step back, review your progress and your goals, and consider the steps you might need to take before Dec. 31.
================
Please register to receive the Zoom meeting link.
Date and Time
Tuesday Dec 15, 2020
10:00 AM - 10:30 AM PST
Location
Registration confirmation will contain Zoom meeting link
Fees/Admission
Free
Contact Information
Pauline Cheung
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