Loading Events

April 20, 2022

Preparing Your Estate Plan

  • This event has passed.

Preparing Your Estate Plan

April
20

Join the Potomac Chapter of the RMA for a virtual event that will provide information on how to develop a sound plan for your future.
Wednesday, April 20, 2022 | 12:00 pm – 1:30 pm EST
No Cost, Registration Required
CRC CEUs 1.8

Presenter
Penny Sanchez, Financial Advisor
4500 Pretty Lake Ave Suite 100 Norfolk, VA 23518 |757-321-1862
penny.sanchez@edwardjones.com

www.edwardjones.com/penny-sanche 30-plus years in Corporate America. I bring my MBA and my entire career journey to my role as a financial advisor. I was an Edward Jones client first. So, I’ve been in your seat. I relied on a life-changing financial advisor to map out a retirement plan using a host of investment options. Trust. How many people in your life know how much you earn or how much you have saved? If viewed as successful in your field or fiercely independent, are you able to admit if you need clarification about various aspects of investing? Don’t worry, I know that honest conversations about money can be uncomfortable. It’s why so many of my clients have become friends.

 

WORK HISTORY

 

Edward Jones: December 2018 – Present

ARDX Foundation, Inc.: January 2017 – November 2018

ARDX: November 2015 – December 2016

Event Details

Date & Time

April 20 @ 12:00 pm - 1:30 pm
Website:
shorturl.at/dfFQ3