Financial Planning Worshop

Financial Planning Workshop

Class Number | TBD

Section | TBD

Class Details

Date & Time

Thursdays, April 16, 23, 30, May 7





Beaverton Activity Center | Tittabawassee River Room

Class Description

Do you have the information you need to make decisions about your financial goals? Financial education is an important step in helping you achieve a better future. At our Financial Planning Workshop you'll learn key features of bonds, stocks, and mutual funds, steps you can take to prepare for retirement, how insurance can help protect against unexpected life events, and basics of estate planning.

Seating is limited.


Richard Beadle

Richard Beadle was born and raised in the Upper Peninsula and moved to the mid-Michigan area in 2006 to work for Edward Jones. He was an educator after graduating from the University of Michigan for a few years and still loves to teach and assist families with their financial situations.

Since the time he left teaching, he has worked with small business owners throughout Michigan as he has an affinity for being a part of their success as they serve their constituents, clients, and employees. He truly loves introducing the world of investing to novices as he not only helps them develop a long-term financial goal but also introduces them to the steps and tools necessary to help make their goals a reality. He loves the opportunity to become part of someone's TEAM.


We'd love to answer them!

(989) 386-6651
Back to the top