Inspiring Business Vitality. Exchanging Ideas. Building Connections.
PBC Community Series: Five Money Questions for Women
Women and men have differing considerations when it
comes to long-term financial goals. For instance, because
of a woman’s average longer life span, your needs may be
significantly different from those of your spouse or others.
Does your financial strategy fit your lifestyle and needs?
Join us and learn more as we explore five critical money
questions for women.
Patrick Caufield is a financial advisor with Edward Jones. He is Series 7 and 66 Licensed as well as holding his Life Accident and Health license. He works with individuals and companies to find out what is most important to them and then uses an established process to create tailored strategies to help them achieve their goals. Patrick Caufield's office is located in the Parkside Commons Plaza at the corner of Route 250 & 441.
The Penfield Business Chamber is partnering with the Penfield Public Library for a series of programs dedicated to providing community members with information about a wide variety of personal finance-related topics. Do you have an idea for our Community Series? Email us at firstname.lastname@example.org.