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The Fundamentals of Personal Finance

While the fundamentals of personal finance are critical for everyone to understand, there are some topics that are particularly important for women.

Discussion Topics:

How to organize your financial life and define your goals

Understanding your retirement options

What to do to begin planning your estate

Managing unique situations, like widowhood or divorce.

Presented by Penny Sanchez, Financial Advisor – Edward Jones

I started as an Edward Jones client and experienced firsthand the quality-oriented, long-term investment philosophy of Edward Jones. My financial advisor had an amazing impact on me and my family, and in 2018, I realized I wanted to help people and change their lives in the same manner my financial advisor had done for me.

In 2019 I became an Edward Jones financial advisor, and it has been one of the best decisions I ever made. As an Edward Jones advisor, I put my clients’ interests first. I believe it’s important to invest my time in understanding your situation and your financial goals before you invest your money. Put simply, I want to know what is important to you. Once we’ve identified your goals, I use a defined process to build a customized financial strategy to help you meet them.

With that strategy in place, I partner with you throughout your lifetime to help you stay on track and make adjustments when necessary or when life’s unexpected turns get in the way.

I moved to Virginia Beach in 2010. Prior to joining Edward Jones, I was a corporate leader. I earned my BA at Trinity College (Hartford) and my MBA from Rochester Institute of Technology (RIT).

When I’m not working, I spend time with family and friends, play golf, travel and read. I welcome the opportunity to learn about you and your financial goals. It all starts with a conversation – let’s meet and chat!

Registered participants will receive a link via email to join via Zoom.. Registration closes the day before to allow time to send link to participants to join the event.

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