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Following certain “rules” when investing can help you achieve success and, ultimately, help you get where you want to be. You’re invited to join this “Rules of the Road” discussion with Edward Jones Financial Advisor Kathleen Judge. You’ll also hear from Evan Stephens, a CPA and Tax Partner experienced with stock options.

There is a lot to consider when your company goes public. With different pricing and date terminology, as well as investment decisions, things can get confusing. Are you prepared with the right information and strategy in place?

Since well before the original dot com boom of the early 1990’s, Sensiba San Filippo has been helping employees navigate their finances, cash flow, stock options, and tax planning. Helping you understand the full impact of your financial possibilities because sometimes waiting one month to trigger something can make a difference for you and your taxes.

Edward Jones has been helping individual investors for almost 100 years navigate complex financial decisions to meet their long-term goals. With nearly 19,000 financial advisors across the country and 7,000 associates in the Home Office, we are uniquely positioned to help you succeed.
Join us on June 16 for more information on how to handle your stock options and create a long-term financial strategy.

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