What Does The Event Cover?

What is the new normal?

How global issues ARE impacting decisions

This is one of the most powerful free events we've ever hosted! Relax, Have Fun, and Be Ready!

ABOUT YOUR HOST

HERSTLE JONES, LUTCF, CLTC

Here's a list of some of the topics we will cover in the ONLINE workshop: 

**This is an online event.  Just register, join from an email 15 minutes prior to the event and enjoy the presentation from the comfort of your home!

You can retire with confidence

Free LIVE virtual workshop event

IN THESE UNCERTAIN TIMES... ARE YOUR RETIREMENT ASSETS & INCOME SECURE?

Some Topics We'll Discuss at the Virtual Workshop

Social Security: How can I maximize my Social Security income?

You're Invited

LIMITED TIME Virtual Workshop

Experienced in the privacy of your own home - You don't need anything but a screen and internet to join!

**This is an online event.  Just register, join from an email 15 minutes prior to the event and enjoy the presentation from the comfort of your home!

Investments: Strategic Asset Allocation - Do you know the color of your money?

Taxes: How can I protect my retirement accounts and reduce my tax liability?

Volatility: what are you going to do in this economic environment?

Tuesday, Oct. 20th @ 6:00 PM

OR

Thursday, Oct. 22nd @ 1:30 PM

Registration still open for Thursday

With all the uncertainty surrounding our lives, NOW, more than ever is the time to get answers to your questions!

ATTN: Oregon Residents Ages 55+

With over twenty years of experience in the financial services industry, Herstle Jones is the president and founder of Jones & Associates. Herstle and his team of partners specialize in comprehensive retirement planning, including customized solutions to meet investment, insurance, tax and legal needs.

By using an open and transparent advisory process to develop creative solutions, Herstle helps his clients achieve financial independence. A cornerstone of Herstle’s practice is to design Customized Financial Blueprints that help clients maximize Social Security benefits and avoid paying unnecessary taxes on their income and estates. Herstle’s mission is to give clients the peace of mind that comes from knowing someone they trust is overseeing and coordinating their financial affairs as efficiently as possible.

Phone: 541-773-9567

Email: info@jones-associates.net

Website: www.JonesFinancialTalk.com

At Jones & Associates Premier Financial Solutions, we believe no two investors are alike. In order to help each client meet their financial goals, we take a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, and income needs. 

Building relationships, financial solutions, and security through honesty, integrity, and service.

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Jones & Associates Premier Financial Solutions All Rights Reserved.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Jones & Associates Premier Financial Solutions and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor/agent prior to implementation. Fee-based financial planning and investment advisory services are offered by Jones & Associates Premier Financial Solutions, a Registered Investment Advisor in the State of Oregon.  Insurance products and services are offered through Jones & Associates Premier Insurance Solutions. The aforementioned affiliated companies do not offer tax-planning services or legal advice, but they do have unaffiliated strategic alliances to provide these services. They are not affiliated with or endorsed by the Social Security Administration or any government agency.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services. This content is for informational purposes only and should not be used to make any financial decisions.

Optimization techniques to get the most from your Social Security

Determine how much money you need to retire

How to protect against inflation and longevity so you never outlive your money

Asset allocation within your employer retirement plan

Limit downside risk and potentially reduce fees on your retirement accounts

How you could reduce or potentially avoid any unnecessary taxes

Retirement planning in today’s environment is complex and multifaceted, which is why Herstle’s firms utilize a team of professionals to ensure clients’ needs are addressed with the most holistic, purposeful and innovative strategies possible. Herstle’s team consists of estate-planning attorneys, accountants, investment advisors and insurance specialists.

In addition to the active Series 65 securities license and insurance licenses he holds, Herstle’s expertise is backed by professional credentials in the areas of life insurance and long-term care. His reach has been further expanded as the author of “The New World of Retirement: A Guide Book” and host of “Jones Financial Talk” on KOBI 5 and KMED News Talk Radio.

Mr. Jones is a member of the National Ethics Association, Oregon Better Business Bureau, Financial Planning Association, and National Association of Financial and Insurance Advisors. Herstle resides in Jacksonville, Oregon with his family. As word of his firm’s reputation has spread throughout Oregon over the past two decades, he considers himself fortunate to stay so busy doing the work he loves.

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2 Time Options Still Available!

OR

Tuesday, Oct. 20th @ 6:00 PM

OR

Thursday, Oct. 22nd @ 1:30 PM

Registration still open for Thursday