Edward Jones - Financial Advisor: Peter Lai

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement income (US|EN) 8 moves to help protect your retirement incomewww.edwardjones.com/us-en

Take time today to check in and evaluate your finances. Then let’s talk about how we can help reach your goals.

A career change can feel overwhelming yet also represent an exciting opportunity for something new. I can help guide you through your options with confidence. Let's connect.

Being a financial advisor gives me the privilege of helping people throughout their professional journey. If you've been impacted by the Amazon layoffs, let's talk. I’d love to be a resource during this time of change.

While Alzheimer’s disease is incredibly challenging, families don’t have to navigate it alone.

The Alzheimer’s Association®️ Live Learning Webinars offer free education on planning ahead, care decisions and caregiver support at every stage.

I’m proud to be part of a firm that has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, supporting awareness, education and hope.
Explore the webinars at alz.org/livelearning

And if you’d like support for whatever lies ahead, I’m here when you need me.

Alzheimer’s disease touches so many families—and the impact can be overwhelming, both emotionally and financially.

That’s why I like to share helpful resources with my clients like the Alzheimer’s Association®️ Live Learning Webinars. These free sessions offer guidance on planning ahead, navigating care decisions and supporting caregivers at every stage.

I’m proud that Edward Jones has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, standing with families affected by this disease.
You can access these live and on-demand webinars, as well as other helpful resources, at alz.org/livelearning

And if you ever want to talk through planning for life’s uncertainties—now or in the future— I’m here to help.

Caregivers give so much of themselves—and they deserve support, too.

That’s why I like to share helpful resources with my clients like the Alzheimer’s Association®️ Live Learning Webinars. These free sessions offer guidance on planning ahead, navigating care decisions and supporting caregivers at every stage.

I’m proud that Edward Jones has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, standing alongside families and caregivers nationwide.
Learn more at: alz.org/livelearning

And if planning for the future is on your mind, I’m always here to listen.