Education

Financial  Education

Below, you'll find links to some of our most popular education webinars and articles in case you missed them!

Recorded Webinars

2024

• New! 04/24 Understanding IRA Options - For more information, please contact Joel Nesbitt at 803-708-5442 or joel.nesbitt@edwardjones.com.
  
• New! 04/24 Planning for Retirement - For more information, please contact Joel Nesbitt at 803-708-5442 or joel.nesbitt@edwardjones.com.
  
• New! 04/24 Get the Government Out of your pocket in Retirement Handouts: 1- Lazy Money, 2- Sequence of Returns, & 3- Kiplinger Inflation Article
  
• New! 04/24 Learn How to Budget Based on Your Lifestyle
  
• New! 04/24 Understanding and Improving Your Credit Score
  
• New! 04/24 Understanding Medicare Options
  
• New! 04/24 Understanding and Identifying Elder Financial Abuse (coming soon)
  

2023

• 10/23  Preparing for College Expenses & Beyond- by Carrie Saxon
  
• 10/23  Your Income vs. Your Outcome- Budget Now, Ball Later- by Carrie Saxon
  
• 10/23  Enhancing the Patient-Physician Experience  By Dr. Tisha Boston
  
• 05/23  Estate Planning Follow-Up  by Ashley Jackson. You may download the Estate Planning Follow-up Handouts- Estate Planning Basics & Estate Planning Follow-Up Slide Show
  
• 04/23  Getting Started with Investing by Joe Dunat
  
• 04/23  Estate Planning Basics by Ashley Jackson. You may download the following handout from the webinar. Estate Planning 101     
  
• 04/23  Cash is King, But Credit is Queen- Understanding Credit by Carrie Saxon
  You may download the following handouts from the webinar: Fair Debt Collection Practice Act ;  Fixing Your Credit ;  Fraud Alerts & Credit Freezes ;  Getting Out of Debt ;  FICO Scoring Models ;  Budget Worksheet ;  Debt to Income Ratio Calculator
  

• 04/23  Hammer Time- Building & Repairing your Credit by Carrie Saxon (The handouts are the same as the "Cash is King/Credit is Queen" webinar listed above.)

• 04/23  Options for Dealing With Debt by William Fowlkes
  You may download the following handouts: Budgeting & Saving and Aligning Priorities Worksheets.
  
• 04/23  Budgeting & Saving to Achieve Your Goals  by William Fowlkes
  You may download the following handouts:  Budgeting & Saving and Aligning Priorities Worksheets.
  

• 04/23  Financial Decisions for Young Adults  by William Fowlkes  You may download the following handouts Decisions for Young Adults and Budgeting & Saving and Aligning Priorities Worksheets.
  

• 04/23  Avoiding the Pitfalls of Probate Court- by Judge Amy McCulloch  Living Will-Download ; Durable Power of Attorney-Download

• 04/23  Personal Cybersecurity- Avoiding Loss & Fraud in an online world. by Bruce Kneece
  
• 04/23  Creating Generational Wealth- Learn what it is, why it's important and how to achieve it. by Joel Nesbitt
  
• 04/23  You and Your Money Matters- How to Earn it, keep it and manage it. by Nancy Johnson

•  Understanding Medicare in 2023 Seminar Learn what you can expect from Medicare in 2023. Download Medicare presentation document.
  
•  How To Reduce Your Spending Identify and better understand your financial habits and explore options to reduce the amount of money you spend.
  
•  Setting Yourself Up for Financial Success in 2023 Webinar- Avoid the challenges many of us experience with our spending, saving, and debt, despite our best intentions.
•  Social Security Webinar- When's the optimal time to start taking Social Security
•  Handling Stock Market Volatility Webinar-  Should I Get Out Of The Market Or Stay In?
•  Understanding Credit & How it's Used Webinar- Credit is Queen, but Cash is King.
  
•  Finances & Marriage Webinar- Strategies to help you deal with your finances in marriage.
  
•  Student Loan Forgiveness Webinar- What you should know (and do) about Student Loan Forgiveness!
•  Affordable Housing Options in the City of Columbia Seminar/Webinar- Home Ownership Opportunities and Programs in the City of Columbia. Download the presentation and City Lender 1 brochure and City Lender 2 brochure.
  
•  Mentoring Kids for Financial Success Do you want to teach your child lessons about money but don't know when or how to start? 
•  Get Smart About Debt Learn strategies on how to make debt work for you. 
•  Debt Free Journey  Ready to get out of debt? Learn about the various tools and options, the pros & cons of each, and how to stay on track.
  
•  How to Build Credit- Starting from Scratch What is credit, why is it important, and how to I build it?