Who CARES about your financial SECURE-ity!

Wednesday, September 30, 2020 (10:00 AM - 11:00 AM) (EDT)

Description

The Tale of Two Economies! This is how small business owners are feeling as COVID-19 continues to eat at financial bottom lines since March of this year. If you are a business owner and your finances are taking a hit, then you want to attend this free webinar. Learn about legislation recently passed that can help you with your business or your personal retirement and investment accounts.

Wes A. Holland and Saundra Newton with Edward Jones Investments will discuss updates to the CARES Act for businesses and provide an overview of the SECURE Act “Setting Every Community Up for Retirement. Join us September 30, 2020 at 10AM for this free update!

Wes A. Holland, a Financial Advisor and limited partner with, Edward Jones Investments over 11-years. Wes holds a Bachelors Degree from the Gatton School of Business at the University of Kentucky and AAMS Professional Designation from the College of Financial Planning. Wes serves as a key leader with Edward Jones Investments Leadership Team, Performance Team, Coach, and Mentor. Wes is the husband to Justine and the father to Lilly (15), Bella (11), and Lucy (10).



Serving others has always been a priority for me. From the time I had to help my family when my dad was diagnosed with cancer to my 15 years in the non-profit arena, helping others overcome obstacles to achieve a brighter tomorrow gives me a great sense of pride in the work I do. Working as an Edward Jones financial advisor, I am able to continue to serve others in a new and exciting capacity.

I began my career with Edward Jones in 2012 as a branch office administrator. I was blessed to partner with a financial advisor in 2019 to help serve clients and build my own practice focusing on the Gateway area. My branch partner, Tracy Williams, and I work together to keep our clients updated on their accounts and any actions needed.

I attended Morehead State University and graduated with a BBA in 1987 and MBA in 1988. It was during this time that I discovered my love for the Cave Run area and met my husband, Rich.

Originally from Breathitt county, I have a great deal of pride in all that eastern Kentucky has to offer. Rich and I are blessed with three daughters- Emma, Madison and Holly; and four grandchildren- Natalie, Isaiah, Reagan and Lincoln. My family continues to be my primary motivation, biggest fans and brightest joy.

I'm an active member of the community, serving on the boards of the Morehead Optimist, Rowan County Community Fund and Cave Run Storytelling Festival. In addition, I am a member of Chapter AA PEO, Rowan County Chamber, Bath County Chamber and United Methodist Church. In my free time, I enjoy Cave Run Lake, hiking, reading, and time with family and friends.

Pricing

Free

Virtual Meeting
Event Contact
Jason Slone
Registered Guests
1
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