Retirement – Making Your Money Last is designed to help individuals and families prepare to live the retirement they have envisioned. Attendees will learn investment strategies to help build a strategy to last throughout one's retirement years. In addition, you'll explore how to address key concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected.

Chad Bearce chose to partner with Edward Jones for his financial advising career because of the emphasis the firm places on building a strong reputation within our local communities, which drives right to heart of his purpose. Ultimately, Chad's goal is to become a fixture in our community helping clients achieve all their future needs, wants, and wishes. Chad doed this through a dedicated five-step process in which I (1) assess the client's current status, (2) determine what the client wants to achieve with their money, (3) analyze the likelihood of success, (4) develop a plan to improve their success, and (5) consistently review their progress with them and adjust as needed.