Creating a Lifelong Financial Plan Step by Step (VIRTUAL)

Description

This ongoing virtual seminar series is designed to provide general financial education on a range of important topics that support long-term financial well-being. Each session is presented by financial professionals and focuses on helping individuals better understand key concepts related to planning, building, and protecting their financial future. During this session, Meghan Jones and Caden Auker, Financial Advisors with Principal® Financial Network, will host a virtual session focused on Creating a Lifelong Financial Plan Step by Step. Facilitators: Meghan Jones, Financial Advisor, Principal® Financial Network Caden Auker, Financial Advisor, Principal® Financial Network Guidelines and Disclosures: 1. Education only. The Program services provided by Financial Professional are for general education purposes only and should not be considered personal investment, legal or tax advice. 2. No personal advice without engagement. The Program services do not establish a client relationship with the Financial Professional. Should an Employee wish to receive personalized financial recommendations, the Employee must first enter into a formal engagement with Financial Professional under a separate agreement. 3. Potential conflicts of interest. While the Program’s financial education services are provided free of charge, Principal Securities separately offers products and services that may generate compensation and present certain conflicts of interest. If any Employee engages Financial Professional via a formal engagement, the Employee will receive full disclosures regarding costs and any conflicts of interest of such products and services. 4. Ownership of Materials. All creative works, educational content, and logos provided by Principal Securities for use in the Program, including those contained on the microsite (“Materials”), are, unless otherwise stated, the property of Principal Securities or its affiliates. You agree your use of all such Materials is limited to your participation in the Program and upon exiting the Program you agree to cease all use and return all Materials. Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Company®. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Meghan Jones, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, or Financial Advisor. Caden Auker, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, or Financial Advisor.