Women4Women Mentoring virtual - June 18
Investing basics: Rules of the road
Speaker: Erin Williams, financial advisor, Edward Jones
The Richardson Chamber Women in Leadership Women4Women peer-mentoring program is designed to provide cross-generational professional support to women at every stage of their career. This is a small-group discussion format and spots are limited.
Personal investing can seem daunting in the best of times, and even more so in times of economic uncertainty. Please join us to hear from Erin Williams, a financial advisor with Edward Jones, for a refresher on investing basics. Erin will cover 10 principles of investing that can help you achieve your goals and avoid common investing mistakes.
Erin Williams has been a financial advisor with Edward Jones since 2017. Prior to joining Edward Jones, she worked for over two decades in public accounting. Using an established process, she builds personalized financial strategies for her clients that are designed to help achieve their unique goals. She gets to know her clients on a personal level, finds out what is important to them and tailors a strategy to meet their needs and goals. Once the strategies are implemented, she maintains regular contact with her clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, she regularly collaborates with a team of CPAs, attorneys and other trusted professionals. She serves clients whose goals range from growing and protecting wealth to saving for higher education expenses to planning and living a successful retirement. She regularly works with multi-generational families to develop unique strategies of wealth transfer. Many of her clients are also small business owners with whom she creates strategies for business succession, asset growth and tax reduction.
Outside of her role with Edward Jones, she volunteers with Relay for Life; organizes an annual fundraiser for the American Cancer Society called the Big Paw Crawl for a Reason; walks and crews for the Susan G. Komen 3-Day; and volunteers for the Alzheimer's Association Walk.