Edward Jones - Financial Advisor: Rebecca Kallies, CLU

09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/05/2026

You can offer your employees practical, judgment-free financial education — including interactive tools, on-demand content and live webinars — at no additional cost to eligible organizations.

Help employees with their personal finances

09/03/2026

Take steps toward a healthy financial future with strategic workplace retirement solutions. The right plan can help you save on taxes, grow your business and diversify your wealth.

Let's work together to choose the proper retirement plan for you and your employees.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

09/01/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4gwjABt

08/30/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4cdEnHC

08/28/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

08/26/2026

Edward Jones delivers personal financial education through on-site seminars, interactive online modules, and one-on-one consultations tailored to your team's unique needs.

Your employees deserve financial knowledge that builds confidence and reduces stress.

Learn how Edward Jones can help you create a quality retirement plan for your workplace, to build financial security for your business and employees.www.edwardjones.com/us-en

08/25/2026

08/24/2026

The Katy Trail reflects the enduring legacy of Ted and Pat Jones and their commitment to creating lasting impact.

As an Edward Jones financial advisor, I'm honored to carry that spirit forward by helping clients identify what's most important to them and build plans that align with their goals, values and legacy.

If you're thinking about the legacy you'd like to create for your family, your community or the causes you care about, I'd welcome the opportunity to connect.

08/19/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you hammer this out and build a strategy for what's important to you. Let’s chat.