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 * About Edelman Financial Engines
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 * Legal Information
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© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
registered trademark of Edelman Financial Engines, LLC. All advisory services
provided by Financial Engines Advisors L.L.C., a federally registered investment
advisor. Results are not guaranteed. See
https://edelmanfinancialengines.com/patent-information for patent information.




BUSINESS DAYS FROM 9 A.M. TO 9 P.M. ET


QUESTIONS? CALL US AT (888) 439-1170

Edelman Financial Engines is not affiliated with Fidelity Workplace Services,
LLC or its affiliates. AM3037133

The new year is fast approaching. Are you ready? Is your financial plan? Join
knowledgeable experts and professional financial advisors to learn how you can
strengthen your financial strategies and face the future with more confidence.

For a sneak-peek at the sessions and speakers, watch this introductory message
from bestselling author and award-winning financial journalist Jean Chatzky.


YOUR FINANCES 


IN FOCUS 2023




NOV. 8 AND 9 FROM 12 - 2 P.M. ET

In addition to the valuable education you’ll receive during our virtual
presentations, you can now get Professional Management for three months free of
program fees when you sign up by Nov. 17, 2023.1




We'll optimize your portfolio, and you'll get:


2 Dhue, S., & Epperson, S. (2023, April 11). 70% of Americans are feeling
financially stressed, new CNBC survey finds. CNBC. Retrieved May 30, 2023, from
https://www.cnbc.com/2023/04/11/70percent-of-americans-feel-financially-stressed-new-cnbc-survey-finds.html
3 Ms. Chatzky and HerMoney are not clients, agents, representatives or
affiliates of EFE. She is the host of EFE’s Everyday Wealth podcast. In return,
she receives cash compensation as host and for engaging in related activities.
The HerMoney with Jean Chatzky podcast is sponsored by EFE. In this arrangement,
HerMoney receives a fee based on the number of downloads, paid on a quarterly
basis. Both HerMoney and Ms. Chatzky have an incentive to endorse EFE and its
services due to these arrangements. For additional information, please go to
edelmanfinancialengines.com/everyday-wealth and hermoney.com/t/podcasts. 

4 Firm stats as of March 31, 2023.

5 Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
registered trademark of Edelman Financial Engines, LLC. All advisory services
provided by Financial Engines Advisors L.L.C., a federally registered investment
advisor. Results are not guaranteed.

Financial Engines Advisors L.L.C.; Attn: Investor Services; 4742 N. 24th St.,
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Presented by: Kelly O'Donnell 


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1 If you stay enrolled, program fees will apply after Feb. 16, 2024.
Professional Management fees are charged in the frequency and manner detailed in
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EVENT SCHEDULE



WELCOME





PLANNING FOR THE RETIREMENT YOU WANT



Presented by: Clarence Haynes & Wei-Yin Hu, Ph.D.

How can you maintain your lifestyle in retirement without worrying about running
out of money? It all starts with developing a tax-smart withdrawal strategy that
considers Social Security, Medicare and more. Learn what it takes to turn your
savings and investments into reliable income.



SMART STRATEGIES FOR BUILDING WEALTH



Presented by: Gilfedder & Clarence Haynes

There are ways to grow your money in the stock market over the long-term. But
not everybody knows about (or uses) these simple strategies. See what they are
and how you can start using these time-tested approaches to help reach your big
financial goals like a comfortable retirement.  



REDUCING FINANCIAL STRESS

Presented by: Isabel Barrow & Jean Chatzky



Some 70% of people say they worry about money today.2 It’s because expenses like
a mortgage or rent, groceries and utilities are all higher than a year ago.
We’ll help alleviate some of that financial stress with simple steps you can
take to help overcome some of your most complicated financial situations.

10 SMART TAX STRATEGIES



Presented by: Isabel Barrow & Shateela Winters

Could your taxes go up soon? Now’s the time to prepare. From saving, to
investing and spending, we’ll give you strategies you can use to help keep more
of your hard-earned money. Learn about the steps you can take before the end of
the year to potentially lower your tax burden.



HOW TO DECIDE IF YOU NEED A FINANCIAL ADVISOR

Presented by: Isabel Barrow & Clarence Haynes



Deciding to hire a financial advisor – and choosing the right one – is a big
decision. But how do you find someone who will always put your interests ahead
of everything else? Learn what you should look for in a financial advisor, and
what to ask yours to make sure they’re the right fit.



LIVE Q&A



Presented by: Clarence Haynes & Shateela Winters



CLOSING COMMENTS



Presented by: Jason Van de Loo

MEET YOUR PRESENTERS



ISABEL BARROW



Isabel is a Chartered Retirement Planning Counselor (CRPC), and a featured
planner host on the Edelman Financial Engines’ Everyday WealthTM podcast. Isabel
has over 20 years of experience as a financial planner with particular knowledge
in high-net worth strategies, tax and estate planning, retirement planning and
investment strategy.




JEAN CHATZKY

Jean is a New York Times and Wall Street Journal bestselling author, an
award-winning journalist and broadcaster, host of the Edelman Financial Engines’
podcast, Everyday WealthTM and founder and CEO of HerMoney.com.3




NEIL GILFEDDER

As the chief investment officer, Neil oversees the team that manages investments
for more than 1.3 million clients4 at Edelman Financial Engines while helping
them navigate the financial market cycles. He is a CFA charter holder.




CLARENCE HAYNES

Clarence is an Investment Advisor Representative and a seasoned public speaker
with more than 30 years of experience. He’s known for his ability to make even
the most difficult financial concepts easy to understand.




WEI-YIN HU, PH.D.

Wei is the head of financial research at Edelman Financial Engines, leading the
team responsible for constructing portfolios and modeling investment risk and
potential return. Previously, Wei was an assistant professor of economics at the
University of California, Los Angeles.




SHATEELA WINTERS

Shateela joined Edelman Financial Engines in 2011 as a financial educator. Her
unique blend of storytelling and empathy helps audiences easily grasp difficult
financial concepts. She also holds CERTIFIED FINANICAL PLANNERTM and Chartered
Financial Consultant® (ChFc®) designations.5

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Portion of Account Annual Rate Monthly Amount Up to $250,000 0.45% $3.75 per
$10,000 Over $250,000 0.30% $2.50 per $10,000

Professional Management fees are charged at the frequency and in the manner as
detailed in the Terms & ConditionsSupplement; monthly fee examples for
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*The industry average is based on reporting in PriceMetrix’s, “The State of
North American Retail Wealth Management, 10th Annual Report” which found that
based on PriceMetrix’s proprietary database (as of the end of 2020 was comprised
of detailed client-holdings and transaction information from roughly 70,000
financial advisors), the average fee in 2020 for accounts with assets between
$1M and $1.5M was 1.05%. For the same asset range, the 2019 average fee was
1.05% and the 2018 average fee was 1.06%. Industry average fees are subject to
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