INVESTING 101 by Jodi Sullivan
No Special Requirements
This course will demystify investing. Whether you're new to investing or you need a refresher, we'll explore the tools and strategies that are available to assist you and your family in working toward your financial goals. We'll explore the nuts and bolts of stocks, bonds and mutual funds. You'll come away with a new confidence around the investing process and understand what makes sense for your unique situation.
Jodi is a financial advisor with Edward Jones. Jodi has been working in the financial services industry since 1987. She earned her Accredited Asset Management Specialist, AAMS designation in January 2016. Jodi focuses on serving the financial needs of individual investors of all ages and financial means. Her primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. This begins with understanding investments.