4-Part Financial Workshop with Kyle Hauptman from Edward Jones
4-Part Financial Workshop with Kyle Hauptman from Edward Jones: Financial Advisor Kyle Hauptman of Edward Jones leads a four-part workshop series covering: 9/15 – Foundations of Investing (portfolio construction based on risk tolerance, goals, and time horizon); 9/22 – 7 Things to Do Before You Retire (how much to save and other retirement readiness topics); 9/29 – Retirement by Design (creating a sustainable retirement income strategy); 10/6 – Planning Your Estate (Hauptman and an estate attorney discuss documents to protect and organize family wealth).
- Date
- 2026-10-06T22:30:00.000Z
- Location
- Small Room, Rockville Centre Public Library, Rockville Centre, NY
- Town
- Rockville Centre