EVENTS

Join Tara and Claudette for Member Services Day at Edward Jones: Trisha Boyett, Financial Advisor, on Friday, July 24th. Make a free 30-minute appointment and use this opportunity to update your Member Profile listings and complete your quarterly Extranet update while enjoying a professional environment dedicated to personalized financial strategies and community growth.

Learn ways to utilize the Extranet for your business’ advantage in the offices of Edward Jones. While here, feel free to explore and learn more about how Trisha Boyett and her team work closely with individuals, business owners, and non-profits to navigate complex financial strategies.

Edward Jones is built on a foundation of deep commitment to understanding your financial aspirations and empowering you to achieve what is most important to you. Whether focusing on multi-generational families, employer retirement plans, or supporting community organizations, the team is dedicated to crafting holistic solutions that honor the legacy and aspirations of each client. Upon your arrival, you’re surrounded by a commitment to care, empathy, and a profound understanding of your unique dynamics. Every detail, from the one-on-one personal service to the support of a vast network of strategists and analysts, tells a story of partnership and reliability. We invite you to experience financial planning through our lens, refined, welcoming, and unforgettable.

What to prepare?

• 6 – 12 Digital Photos – that showcase your business’s unique charm.
  • Profile Images: 960×615 pixels
• A Description – that is well-crafted and highlights what makes your business special
• Bring Your laptop – so we can guide you step-by-step for an interactive tutorial of the Member Extranet. (Or email your photos and descriptions in advance)