Kaylee Phalon has been a Financial Advisor with Edward Jones for over 5 years and holds an Accredited Asset Management Specialist, AAMS™, certification from the College for Financial Planning. Her focus areas include Retirement Income and Savings Strategies, College Savings, Estate & Legacy Strategies and Insurance & Annuities.
Kaylee will present the fundamental concepts of investing and potential strategies to build wealth. For beginning investors and those who would like to learn more about maximizing current investments.
Save the Date! Saturday, April 6th at 95th St. Library starting 2:00 pm.
Naperville Public Library’s Money Smart Week events are on the NaperLaunch calendar.