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PRIZES GALORE
  • Exhibitor Bingo: Click on the Exhibitors page in Sched and do a little shopping! Download a copy of this BINGO CARD and find all the answers in the about section of many exhibitors. Email (or share) your completed Bingo card to vpexhibits@getca.com. Prizes include a $500 gift card to the Fairmont Hotels, and ten $100 gift cards to Chapters, Amazon, and other great places.
  • Check out the Morgex Insurance profile on the Sponsors page for your chance to win 1 of 5 Home Office Prizes worth $5,000 each!
  • Morgex is also offering a draw of ten $500 gift certificates for teachers who complete the post-event survey. Keep your eyes peeled for the link in the session windows!

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  • Wear #RedForEdAB on Friday: Swing by our #RedForEd Zoom Room anytime with your colleagues to have your picture taken!

Back To Schedule
Thursday, February 25 • 9:00am - Friday, March 12 • 3:00pm
Foundations of Investing, Retirement Has Changed: What's Your Next Move?

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Foundations of Investing is a 25-minute educational program for people who want an overview of investing, including key terms and types of investments, covers the basic features of bonds, stocks and packaged investments, and the importance of asset allocation. Retirement Has Changed. What’s Your Next Move? is a 30-minute educational seminar that shows investors five to 15 years from retirement how to take inventory of current assets and determine how much money they may need during retirement.

Speakers
avatar for Steve Tse

Steve Tse

Foundations of Investing, Edward Jones Financial Advisor
Steve is an Edward Jones financial advisor, he believes it is important to invest his time into understanding what individual clients are working toward before they invest their money. Whether their goals include preparing for or living in retirement, planning for the unexpected or... Read More →



Thursday February 25, 2021 9:00am - Friday March 12, 2021 3:00pm MST
Pre-recorded Session