FAIRFAX, Va.--(BUSINESS WIRE)--America Saves is hosting “#ThinkLikeASaver: Saving for Major Life Milestones”, the third and final of their virtual town hall series aimed at helping everyday Americans establish a financial recovery mindset even with the ramifications from the COVID-19 pandemic. This panel will shine a spotlight on three major life events - education, homeownership and retirement - and how to best prepare for them. These are common savings goals that many hard-working Americans share, but often tend to put off until "someday”.
Join this event for simple strategies to save successfully and achieve these major milestones. Speakers include: Ric Edelman, Founder of Edelman Financial Engines; Mitiria Wilson-Spotser, Director of Housing Policy, Consumer Federation of America; and experts and analysts from the Forbes Advisor team including, Natalie Campisi, Brianna McGurran, and Taylor Tepper.
What: America Saves Virtual Town Hall - #ThinkLikeASaver: Saving for Major Life Milestones
When: Thursday, November 19th, 2020 at 2pm ET
Register here
Mr. Edelman was named the #1 Independent Financial Advisor in the country three times by Barron’s1. He’s also a #1 New York Times bestselling author and the award-winning host of a national radio show on personal finance, engaging his audiences with vital information and his trademark delivery style that’s both funny and edgy.
For more information about Mr. Edelman or Edelman Financial Engines, visit EdelmanFinancialEngines.com.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews2 and Barron’s3 with 150+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $230 billion in assets.4 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, visit www.EdelmanFinancialEngines.com.
[1] Rankings for 2009, 2010 and 2012. Barron’s ranking has three major components: assets managed, revenue produced and quality of the advisor’s practice. Does not assess investment returns. Quality-of-practice component includes advisor regulatory record. Rankings based on universe of applications submitted through self-nomination to Barron’s.
[2] Ranking and status for 2020. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).
[3] The 2020 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered.
[4] As of September 30, 2020.
© 2020 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1416029
