Invest in Your Finances: Personal Finance Strategies

6 Money Questions Women should be asking about their Finances Seminar is a high-level overview to help women become comfortable with and understand the importance of investing. The aim is to create awareness around the importance of getting started early and staying on track to achieve desired financial success.

• How do I get started?
• Where do I stand today?
• What are my financial goals?
• Are my risk tolerance, lifestyle, and goals in sync?
• Should I keep my finances separate from my partner?
• How do I begin to prepare for the unexpected?

Simplify Your Spending and Saving Strategies Seminar is an educational program designed to help clients and prospective clients sharpen their spending and saving strategy. Participants will learn about:

• Setting personal financial goals
• Balancing saving, spending, and borrowing to achieve goals.
• Strategies for controlling debt and improving credit scores.
• Practical savings options for now through retirement

About the Speaker

My name is Steven Lindale, a Financial Advisor with Edward Jones. My passion is helping clients align their money with a purpose, and my mission is to spread financial literacy. I grew up on a small family farm in Delaware, where I learned the importance of earning and saving money. I have a Bachelor's degree in Accounting from the University of Delaware and a Master's degree with a concentration in Finance from Goldey Beacom College where I graduated with High Honors. I will be taking the CFP (Certified Financial Planner) Board Exam in July. I am married with three sons, and when I'm not meeting with clients or studying, I enjoy driving race cars and improving my golf game.