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Secure Act Review – Details on What Changed This Year
Importance of POA/Beneficiaries
Benefits of a Trust and Will
Gifting Options (Annual Limits, Ways to do it)

Tuesday, November 3, 11AM


Outsmart the Scammers – Seminar on Fraud Awareness
Tuesday, November 10, 11AM


Standing Guard – Seminar on Protecting What You've Worked for
Tuesday, November 17, 11AM


denise

Denise Moeckel
Financial Advisor
Edward Jones

Over 10 years ago, I became an Edward Jones client, and it was that client experience that inspired me to eventually become an Edward Jones financial advisor myself. After over 20 years as a plant controller in an automotive component manufacturing plant, I made a choice to pursue a career that was more meaningful and had a positive impact on people's lives. Helping others by educating them and guiding them toward their goals is an experience that I find truly rewarding. I look forward to serving my clients each and every day.

I'm a divorced mother of two wonderful teenage children, and I live in Napoleon where they attend school. We are active in school events and I am a participating member of the Napoleon Music Boosters. Aside from managing my children's schedules, I enjoy distance running, kayaking, camping and many other physical activities. On those wonderful Michigan days that are just too cold or wet to be outside, I also enjoy cooking and baking for my family.

Coming from my own experience as a client, I want to develop a relationship with those I serve so that I can fully understand their needs and provide solutions that make sense for them. Whether my clients are saving for retirement, living in retirement or have other needs such as saving for college education, I am their resource to help keep them on track along the way.

Not only will you have me as your financial advisor when you become a client, but you will also be assisted by Susan Smith. She is my branch office administrator and, most times, will be the first person you speak with when you call or come in. Susan and I work together as a team to provide excellent service to our clients.

We welcome the opportunity to get to know you and find out how we can be of service. Please feel free to call or stop by, we will be happy to see you.

 

Register Today!


 

 

 

 

 

 

FREE ZOOM PRESENTATIONS
Learn from the experts!

Secure Act Review – Details on What Changed This Year with Denise Moeckel
Tuesday, November 3 11AM


Outsmart the Scammers – Seminar on Fraud Awareness with Denise Moeckel
Tuesday, November 10 11AM


Standing Guard – Seminar on Protecting What You've Worked for with Denise Moeckel
Tuesday, November 17 11AM


More to come so check back!

To register, click here or call (517) 962-7720.