The Jones Stewardship Group, a Registered Investment Advisory Firm (RIA)

Instructor Information

• Instructor
  Jenny Jones
• Email
  info@thejoneseducation.com
• Office Location & Hours
  TBA

General Information

Description

This course is the advance comprehensive level program within the Adult Retirement series. Participants are given a solid understanding of Traditional Individual Retirement Accounts, Self-Directed Retirement Accounts, Roth Retirement Accounts, Company 401k Plans, company 457 Plans, understand the basics of stocks, understanding the basics of bonds, Balancing your Retirement portfolio, and understanding Risk and Returns.

Expectations and Goals

Upon completion of this four (4) hour course, the student would be able to identify all intermediate to advance financial concepts concerning their retirement plan.

Course Materials

Required Materials

• Note book (preferably a composition book), pencil and pen.
• All Company retirement documents

Optional Materials

• None

Required Text

• Will be provided

Course Schedule

Class Schedule

Additional Information and Resources

N/A