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.

Select the reference number provided by the Edward Jones financial advisor to download a .pdf of the seminar.

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.

Using video with the investment insight seminars

The PowerPoint and video file have been set up to download together in their own file folder.
In order for the video to automatically run in the PowerPoint presentation, you must keep them together in the same file folder.

Before presenting the seminar to an audience, run the presentation and video once on your own. This will help the video start quicker the next time the presentation is used.

Seminar

A smart start to mutual funds 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

Client relationship model (CRM) and your clients

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

COVID-19: Three reasons to revisit your financial strategy now seminar - French September 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

COVID-19: Three reasons to revisit your financial strategy now seminar August 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

The family farm: Your business and your legacy seminar

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

Focus on fixed income seminar

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Foundations of investing seminar

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Foundations of investing seminar - French

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Getting the most from your business seminar

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Guaranteed income for your retirement seminar
October 2019

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Making your money last: 10 principles for living in retirement seminar February 2019

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Making your money last: 10 principles for living in retirement seminar (French) February 2019

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Outlook and opportunities seminar June 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Outlook and opportunities seminar - French May 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Overview of Edward Jones seminar December 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Overview of Edward Jones seminar (French) December 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Overview of Edward Jones seminar (Chinese) December 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Preparing for the unexpected: Life and legacy seminar May 2018

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Preparing for the unexpected: Life and legacy seminar (French) July 2018

Slide: PDF JPEGs (Zip)

Supporting Materials: Note Taking Sheets

Preparing your estate plan seminar

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Preparing Your estate plan seminar (French)

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Retirement has changed: What's your next move?

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Rules of the road seminar March 2020

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 April 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Stocks: The nuts and bolts seminar - French May 2020

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets

Time Matters: A retirement outlook for women seminar October 2019

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets  Participant Workbook

Wealth & taxation matters - Strategies to help you manage your wealth seminar

Slide: PDF JPEGs (Zip)

Supporting materials: Note Taking Sheets