Building the Road to a Solid Financial Future.
Smarter Way to Invest Starts with the Right Foundation.
A solid financial future doesn't happen by accident. It's built on clear principles, thoughtful decisions, and a strategy that's designed around your life — not someone else's.
In this 45-minute session, Scott Marshall will walk through 10 proven principles of sound investing and show you how to avoid the most common mistakes that quietly derail even the best-intentioned financial plans.
May 14, 2026
2:00 PM (EST)
Designed For:
Individuals who want to take a more intentional approach to their financial future
People within 5 to 15 years of retirement who want to make sure their strategy is built to last
Business owners and professionals looking to strengthen their investment foundation
Couples who want to align their financial decisions with their long-term goals
What You'll Learn
Build a Strategy That's Built Around You
Discover why a written, personalized investment strategy is the single most important step you can take toward long-term financial confidence.
Understand Risk the Right Way.
Learn how to think about risk beyond market ups and downs and why the biggest risk you face may be failing to reach your goals at all.
Invest With Discipline and Purpose
Explore how diversification, quality investing, and a long-term perspective work together to protect and grow what you've built.
Stay on Track Through Every Stage of Life.
Understand why regular reviews, realistic expectations, and preparing for the unexpected are what separates a good plan from a great one.
Meet Your Host
Scott Marshall
Regional Leader & Financial Planner
As a Financial Planner with Edward Jones, Scott Marshall helps families make confident, well-coordinated financial decisions that stand the test of time. He works closely with clients’ accountants, lawyers, and other professionals to ensure every part of their plan - including investments, taxes, and estate considerations - works together seamlessly.
With a steady, relationship-driven approach and a dedicated team behind him, Scott provides the structure and guidance needed to turn uncertainty into clarity and help families prepare for a retirement that feels purposeful and well-organized.
