Timely topics
Stay current on MoneyGuide, policy reviews, and wealth transfer conversations tailored for Edward Jones.
Why attend
Practical takeaways
Leave with conversation starters, checklists, and next‑step actions you can apply in client meetings the same day.
Edward Jones‑focused
Sessions are built for Edward Jones workflows and tools, including Porch and MoneyGuide .
Upcoming sessions
All sessions at 2:00 PM ET. Register for any date below.
Exclusive FP+ Learning: The value and impact of protection in MoneyGuide
See how focused, high-impact reviews can uncover planning gaps, strengthen branch-level performance, and drive measurable gains across your region. This quick, insight-rich session gives you the clarity and confidence to elevate conversations and deliver stronger outcomes for every client.
Lead the wealth transfer conversation with build-in protection.
Use a planning-first framework to reframe risk, ask targeted questions that surface transfer efficiencies and liquidity needs, and help clients pursue greater certainty — even in uncertain markets.
Business Owner Solution System (B.O.S.S.)
Join us for a fast, practical session that shows you a simple way to uncover the problems your clients may be overlooking — and how to position solutions they wouldn't identify without your expertise. Discover an easy, repeatable approach you can use to guide better discussions, spark new planning opportunities, and elevate your value on every call.