Four Workshops to Achieve Your Financial Goals
Online via Zoom
Learning and staying informed are essential to achieving your financial goals. These four workshops will cover topics for new investors, pre-retirees, and those living in retirement. We will discuss the fundamentals of investing, making your money work to achieve those financial goals, and how to prepare for the unexpected.
About the instructor
After 15 years in banking, Elise Frank joined Edward Jones as a financial advisor in 2016. Shortly thereafter, she was awarded the Zeke McIntyre Pioneer Award, which recognizes the firm’s top performing, new financial advisors. Within the firm, she currently serves as Maine’s recruiting leader and was previously Maine’s inclusion and diversity leader. Elise also serves as a board member of MDI Historical Society, a board member of Bar Harbor Chamber of Commerce and a member of MDI/Bar Harbor Rotary.