Financial Literacy with Edward Jones

May 16, 2023

Uplift Oregon is excited to present this partnership with Edward Jones to state employees!

Financial literacy has a significant positive impact on your health, with long-term effects! Besides helping people feel more secure from day-to-day financial activities, it can help you focus on preparing for major life events, emergencies, and retirement. Uplift Oregon is excited to offer a new, 3-part series with Edward Jones, a financial advisory group. These workshops focus on investing, healthcare, and retirement savings. Edward Jones is a financial consultant that specializes in helping individual investors rather than institutions.

According to the Financial Industry Regulatory Authority (FINRA), about 66% of the American population is considered financially unwell. Being financially literate allows an individual to be better prepared for financial roadblocks, which, in turn, decreases the chances of personal economic distress. Financial wellness is a key component that contributes to short and long-term overall health and wellness.

Join us in the coming months and learn how to leverage your benefits for financial planning and managing future expenses.

Foundations of Investing:

Date: TBA – Sign up to get news on this class.

Foundations of Investing is a 30 minute educational program for people who are either new to investing or need a refresher. Participants will learn: 

      • The importance of developing a strategy 
      • The impact of asset allocation 
      • The influence of inflation on your long-term goals

Healthcare and Your Retirement Savings:

Date: TBA – Sign up to get news on this class.

Health Care and Your Retirement is an educational program that addresses what steps investors should take to prepare for health care costs to help ensure their retirement savings stay healthy. This workshop is 40 minutes.

Put Your Retirement to Work:

Date: TBA – Sign up to get news on this class.

Put Your Retirement Plan to Work is a presentation designed to educate employees about the importance of saving for retirement and enrolling in their employer’s retirement plan. Participants will learn the importance of saving for retirement now, how to save through employer-sponsored retirement plans and other tax-advantaged options for building retirement savings. 

Meet Your Advisor Kenneth Johnson

Originally from Monroe, Louisiana, Kenneth moved to Seattle, Washington, in 1988 immediately after graduating from the University of Louisiana at Monroe with B.S. degree in mathematics. He worked for UPS for 32 years in finance and accounting before joining Edward Jones in April 2021. His family has relocated five times and lived in the following locations: Rocklin, CA; Danville, CA; Alpharetta, GA; Sammamish, WA; and Portland, OR.Kenneth has a passion for helping individuals, families and small businesses develop strategies to overcome difficult financial hurdles such as purchasing their first home, financing children’s education, saving for retirement and wealth strategies. Most importantly, he is accessible to provide quality advice to clients during changes during their life cycle, including estate considerations.Continuous education is an important part of his commitment to provide excellent services to meet clients’ needs. He has earned two graduate degrees, an M.S. in finance (2003) and an M.S. in financial planning (2021), from Golden Gate University in San Francisco, CA. CFP Candidate, passed CFP Exam, November 2022. Kenneth has experience in various areas and topics in finance and accounting.Kenneth’s branch aspires to help individuals, families and small businesses achieve their goals and dreams by developing personalized solutions through collaboration with them.

“We seek to develop long-term personal relationships with our clients and their families and to understand what is important to them. Our ideal clients are committed to long-term investing, accessible and from diverse backgrounds and cultures.”

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