Financial stability doesn’t happen by accident, it happens by design. Join Jim Packard, CEPA®, Financial Advisor with Edward Jones – Ogden, Utah, for a down-to-earth discussion on how to create a confident, purpose-driven financial plan that aligns your money with your goals. This session will explore the practical side of saving, investing, and preparing for life’s biggest milestones, from retirement and education to debt reduction and financial resilience. Whether you’re early in your career or planning for what’s next, you’ll learn how effective financial planning services can help you stay focused and adaptable through every stage of life.
What You’ll Learn
You’ll walk away with a clear, actionable framework for managing your personal finances with confidence. Learn:
How to set and prioritize financial goals that truly matter
Benchmarks for retirement savings by age and life stage
How to build and maintain an emergency reserve for security and peace of mind
Smart, tax-efficient approaches to college savings and investment accounts
Practical strategies for managing and reducing debt
Tips for balancing competing priorities without losing sight of long-term objectives
Meet Your Speaker
Jim Packard, CEPA® | Edward Jones
Jim Packard is a financial advisor with Edward Jones in Ogden, Utah, specializing in helping dentists, health practitioners, entrepreneurs, public service professionals, and other high-achieving individuals design financial strategies that reflect their goals and values. With three master’s degrees, MBA, MSLM, and MA, and his Certified Exit Planning Advisor® designation, Jim brings deep expertise in helping clients navigate major financial transitions with clarity and purpose. He believes wealth is about more than numbers; it’s about aligning your resources with what matters most. Outside of work, Jim enjoys life with his wife and four sons through hiking, snowboarding, fishing, golfing, and mountain biking, finding balance between adventure and family time.
Why This Webinar Is Different
This isn’t a sales pitch, it’s practical guidance from a professional who’s built financial plans for people navigating real-world challenges. Jim Packard simplifies the complex world of investing, saving, and planning into clear steps that help you make confident, informed decisions. You’ll gain insight into how financial planning services support smarter choices, reduce stress, and prepare you for life’s transitions, no matter where you are on your financial journey.