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Kathrine Pierce – Financial Advisor-Edward Jones

Events from this organizer

Today
  • Seminar by Edward Jones Financial Advisor Katharine Pierce, “The Entrepreneurial Equation”

    Oro Valley Public Library 1305 W. Naranja, Oro Valley, AZ, United States

    The Entrepreneurial Equation: Working for you and your business. Working for You and Your Business is designed to help small business owners understand the financial strategies and tools available to help run their businesses more effectively. Topics include: Various banking, retirement plans, and insurance options Valuable strategies that can help you create value outside your business Strategies for building and preserving your business Followed by a Q&A and light refreshments Intended Audience Business Owners

    Free
  • Cancelled — Joint Seminar by the Alzheimer’s Association representative Morge Hartford and Edward Jones Financial Advisor Katharine Pierce

    Oro Valley Public Library 1305 W. Naranja, Oro Valley, AZ, United States

    This Event has been canceled due to illness.   "Edward Jones "Plan for the Expected. Prepare for the Unexpected" with the Alzheimer's Association® "Introduction to Alzheimer's" Alzheimer's disease is a serious threat to the health and wealth of our clients. That's why we're proud to serve as a National Presenting Sponsor of the Alzheimer's Association Walk to End Alzheimer's. We'd like to offer you the opportunity to learn more about Alzheimer's disease and healthy financial strategies. In addition to joining us...

    Free
  • Seminar by Edward Jones Financial Advisor Katharine Pierce, “Financial Fitness-Power of Budgeting”

    Oro Valley Public Library 1305 W. Naranja, Oro Valley, AZ, United States

    Financial Fitness-Power of Budgeting  Foundations of Investing is an educational program for people who are either new to investing or need a refresher. Participants will learn: The importance of developing a strategy The impact of asset allocation The influence of inflation on your long-term goals Followed by a Q&A and light refreshments Suggested Audience: All Investors

    Free
  • Power of Budgeting for Teens

    Oro Valley Public Library 1305 W. Naranja, Oro Valley, AZ, United States

    Financial Fitness-Power of Budgeting for Teens.  This interactive seminar will explore the importance of creating and maintaining a budget, setting goals, and developing an understanding of credit and bank accounts. Adler Meeting Room

    Free
  • Alzheimer’s Conversations: Protecting Your Health and Wealth

    Oro Valley Public Library 1305 W. Naranja, Oro Valley, AZ, United States

    Joint seminar with the Alzheimer's Association® to inform clients and educate investors on how to prepare for the unexpected while having the necessary conversations about Alzheimer's disease and other dementias. A powerful way to deepen engagement, raise awareness of, and change public attitudes and behavior towards the impact of Alzheimer's disease. Featured content includes – Risk factors Warning signs Resources Tips on how someone can join the fight against the disease Individuals can prepare and protect themselves by having trusted contacts,...

    Free
  • Foundations of Investing Seminar

    Oro Valley Public Library 1305 W. Naranja, Oro Valley, AZ, United States

    Foundations of Investing is an educational program designed for individuals new to investing or seeking a refresher. Participants will learn: The importance of developing a strategy The impact of asset allocation The influence of inflation on your long-term goals Program Meeting Room

    Free