Description

2025 year-end checklist for your financial strategy

In this month’s Edward Jones Perspective seminar, we’ll go over a 2025 year-end checklist highlighting action items to help your financial strategy stay on track going into the new year. 

Other topics include: 

• Asset titling: Don’t let your estate plan unravel 

• Avoid these 5 costly health care mistakes 

• The benefits of contributing early to your IRA 

We hope you and a guest will join us. Please call Jill Engel at 316-729-9844 or email jill.engel@edwardjones.com by 11/12/2025 to RSVP as lunch will be served.