Seminars
Seminars serve as a valuable tool for enhancing and increasing the visibility of Edward Jones' products and services. Please follow the guidelines below to ensure that the seminar materials support our corporate image.
Do not add border, clip art or other graphics to the seminars.
Our primary fonts are Bodoni Regular, Franklin Gothic and News Gothic. If you do not have these typefaces, you can purchase these or substitute Times for Bodoni and Helvetica for Franklin Gothic and News Gothic.
To download seminars
- PC users - Right mouse click on the seminar hyperlink and choose "Save Link As...".
- Mac users - Hold down the Ctrl key while mouse clicking on the seminar hyperlink and choose "Save Link As...".
To save seminar to a CD
Your computer must have the following:
- A rewritable CD or DVD drive that is capable of writing (or burning) data to a CD disc.
- A software program that can write the data to the disc. This software frequently comes with the drive.
There are many different drives and formats available, so we suggest following the instructions provided by the software program on how to create a CD disc.
Seminar
Beyond Your Estate Plan - Having Open Family Conversations seminar (Generic/William Family - English)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Beyond Your Estate Plan - Having Open Family Conversations seminar (Generic/William Family – French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Beyond Your Estate Plan - Having Open Family Conversations seminar (South Asian/Devi Family - English)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Beyond Your Estate Plan - Having Open Family Conversations seminar (South Asian/Devi Family – French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Beyond Your Estate Plan - Having Open Family Conversations seminar (Chinese/Wang Family – English)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Beyond Your Estate Plan - Having Open Family Conversations seminar (Chinese/Wang Family – French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Beyond Your Estate Plan - Having Open Family Conversations seminar (Chinese/Wang Family – Chinese)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Beyond Your Estate Plan - Having Open Family Conversations seminar (Farming/Davis Family - English)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Building the road to a solid financial future seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Bring Balance to Your Budget seminar
Slide: PDF JPEGs (Zip)
Supporting materials: Note Taking Sheets
Bring Balance to Your Budget seminar (French)
Slide: PDF JPEGs (Zip)
Supporting materials: Note Taking Sheets
Five money questions for women seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets Participant Workbook
Five money questions for women seminar (French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets Participant Workbook
Focus on fixed income seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Focus on fixed income seminar (French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Four Pillars to Thriving in Retirement seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Four Pillars to Thriving in Retirement seminar (French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Four Pillars to Thriving in Retirement seminar (Chinese)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Longevity and the New Journey of Retirement seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Longevity and the New Journey of Retirement seminar (French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Longevity and the New Journey of Retirement seminar (Chinese)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Making your money last: 10 principles for living in retirement seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Making your money last: 10 principles for living in retirement seminar (French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Overview of Edward Jones seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Overview of Edward Jones seminar (French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Overview of Edward Jones seminar (Chinese)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Preparing for the unexpected: Life and legacy seminar
Canada – Except for Quebec
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Quebec Only
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Preparing for the unexpected: Life and legacy seminar (French)
Canada – Except for Quebec
Slide: PDF | JPEGs (Zip)
Supporting Materials: Note Taking Sheets
Quebec Only
Slide: PDF | JPEGs (Zip)
Supporting Materials: Note Taking Sheets
Script your family’s future: Why you need an estate plan seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Script Your family’s future: Why you need an estate plan seminar (French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Stocks: The nuts and bolts seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Stocks: The nuts and bolts seminar (French)
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets
Three parts of your financial strategy to review now seminar
Slide: PDF | JPEGs (Zip)
Supporting materials: Note Taking Sheets