Pillars of Your Financial Plan

This is a live Zoom-only class. A link to the Zoom meeting will be provided at least 24 hours before class. This class is also offered on Nov. 18 at the same time.

Financial education is an important step in helping you achieve a better future. This 90-minute workshop is a great way to improve your financial education. We’ll provide clear and practical information on the pillars of a financial plan: saving, preserving, and transferring. This class provides a great opportunity to have your questions answered in a convenient and comfortable format. Join us and learn specific strategies to help reach your long-term goals. 

Instructor Samuel Proctor is a CERTIFIED FINANCIAL PLANNER™ and a Financial Advisor at Edward Jones. He specializes in wealth building strategies, life insurance, social security, college savings, estate considerations, and more.