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Fri, Mar 11


Zoom Call

Investing as a Small Business

Join us as we take a closer look at how to save as a small business including tax advantages, contributions and investment options specific to small businesses.

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Investing as a Small Business
Investing as a Small Business

Time & Location

Mar 11, 2022, 1:00 PM – 2:00 PM

Zoom Call


About the Event

This event is hosted by Dana Reese, a local Edward Jones Financial Advisor. 

"My dad and financial advisor inspired me to become a financial advisor. With their guidance, I started investing as a young adult, and this allowed me to meet my goals as life unfolded: the purchase of my first home, various job changes and relocations, and raising a family. My deepest desire is to pay it forward by helping families and businesses create and reach their own financial goals. When I am not in the office, you'll find me serving our community at the various schools and different youth sporting events or at our south shore church. I enjoy hiking, camping and spending time at the beach with my husband, our (mostly) grown children and rescue dog."

~Dana Reese


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