Standing Guard: Protect What You’ve Worked For
sponsored by Edward Jones
In this seminar, we’ll share strategies designed to help you guard your most valuable assets and protect your pre- and post-retirement income. Specifically, we’ll be addressing the following topics:
-Creating a foundation to protect against unexpected events
-Protecting your income during retirement
-Addressing rising health care and long-term medical care costs
Please join us for this engaging discussion on how to protect and preserve what you’ve worked for.
About Your Presenter
David Straightiff joined Edward Jones as a financial advisor in 2007. Over that time, he has developed a passion for helping families with their financial affairs. David’s primary areas of expertise include wealth transfer and generating sustainable income in retirement. David holds the Series 7 and Series 66 licenses. He also holds the Accredited Asset Management Specialist designation from the College of Financial Planning. David earned his Bachelor of Science in mathematics from The University of Mary Washington graduating Magna Cum Laude.
David now resides in Burke with his wife and daughter.
Date: May 12, 2015
Schedule:
7:30AM – 8:00AM Registration, Breakfast & Networking
8:00AM – 9:00AM Presentation and Q&A
Location:
Mon Ami Gabi, Reston Town Center
11950 Democracy Drive
Reston, VA 20190
---
The information contained in the Knowledge Center is intended solely to provide general guidance on matters of interest for the personal use of the reader, who accepts full responsibility for its use. In no event will CST or its partners, employees or agents, be liable to you or anyone else for any decision made or action taken in reliance on the information in this Knowledge Center or for any consequential, special or similar damages, even if advised of the possibility of such damages.