ABWA Jessamine Chapter

Enjoy the full program with access to all main activities.

General Admission

LXCL:For those in their 1st and 2nd visits

First & Second Visit

ABWA Members

Building you investor IQ starts with understanding the basics. Whether you are new to investing or want a refresher, our &quot;Foundation of Investing&quot; presentation will help you learn about:-The importance of developing a workable strategy-The impact of asset allocation-Ideas for focusing on what you can control with your finances to achieve financial goals.&nbsp;Bio: Joseph Purter is a financial professional dedicated to helping individuals, families, and organizations build and preserve wealth through personalized, goal-based strategies. With experience at Edward Jones and holding Series 7 and Series 66 licenses along with a life insurance certification, he provides comprehensive guidance across retirement planning, investment management, and risk protection. Joseph is passionate about simplifying complex financial concepts so clients can make confident, informed decisions, and he is committed to building long-term relationships rooted in trust, transparency, and a deep understanding of each client&rsquo;s unique goals. In addition to his professional work, he actively supports his community by mentoring others and promoting financial literacy, empowering people to achieve long-term success.

Hi <span contenteditable="false" data-custom-variable="{{firstname}}" fr-original-class="fr-deletable styled-tag-chip" fr-original-style="" style="background-color: rgb(248, 248, 255); border: 1px solid rgb(191, 191, 255); border-radius: 4px; color: rgb(42, 42, 196); padding: 1px 8px; font-size: 11px; display: inline-block; margin: 0px; overflow-wrap: anywhere; user-select: none; box-sizing: inherit;">First name, Thank you for securing your spot at our Foundation of Investing event&mdash;we&rsquo;re excited to have you join us! This session is designed to help you build a stronger understanding of investing fundamentals, whether you&rsquo;re just getting started or looking to refresh your knowledge. We&rsquo;ll be covering key topics like developing a workable strategy, understanding asset allocation, and focusing on the financial factors you can control to reach your goals. Our speaker, Joseph Purter, brings valuable experience in helping individuals and families navigate financial decisions with clarity and confidence. If you have any questions ahead of the event, feel free to reach out. Otherwise, we&rsquo;ll see you soon! ABWA Jessamine Chapterabwajessaminechapter@gmail.com

Building you investor IQ starts with understanding the basics. Whether you are new to investing or want a refresher, our "Foundation of Investing" presentation will help you learn about:-The importance of developing a workable strategy-The impact of asset allocation-Ideas for focusing on what you can control with your finances to achieve financial goals. Bio: Joseph Purter is a financial professional dedicated to helping individuals, families, and organizations build and preserve wealth through personalized, goal-based strategies. With experience at Edward Jones and holding Series 7 and Series 66 licenses along with a life insurance certification, he provides comprehensive guidance across retirement planning, investment management, and risk protection. Joseph is passionate about simplifying complex financial concepts so clients can make confident, informed decisions, and he is committed to building long-term relationships rooted in trust, transparency, and a deep understanding of each client’s unique goals. In addition to his professional work, he actively supports his community by mentoring others and promoting financial literacy, empowering people to achieve long-term success.

ABWA Jessamine Chapter

Foundations of Investing

3800 Paramount Dr

General Admission

$20

First & Second Visit

Free

ABWA Members

Free