Parent Financial Education Seminar at Trace Elementary School: A Success!

Last Friday, J.R. Financial hosted a Financial Education Seminar for the parents of Trace Elementary School! We covered a variety of topics such as college planning & savings, wealth management & preservation, investing & investment strategies, & more! 

This was our first community outreach event of 2023, and we want to thank Trace Elementary School for the opportunity to provide this information so parents can learn the skills to build a better future for themselves & their children.

J.R. Financial is looking forward to hosting more community outreach events throughout the year. We can cover a variety of topics to help educate and inform your school, organization, or business. If you’d like to learn how, contact us for more information! We’d love to know how we can help you!  

(408) 642-1322

We hope to hear from you soon!

Thank you,

Amy Cantrell
Digital Marketing Specialist

J.R. Financial & Insurance Services
2005 De La Cruz Blvd. Suite 120
Santa Clara, CA 95050
(408) 642-1322 Office

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