2023 February Networking Lunch

Got Finances?  We all do!

Is your Financial Plan age-appropriate?  Maybe? 

Join us for a journey of learning through a lifetime of planning and evolving.  Rated G - Suitable for All Ages!

It’s Tax Season, and we’re all thinking about our finances. 

As we move through different Life Stages, our Financial Needs change. So should our Financial Plan. But how? When?

Just like the movies, not all Financial Products are Suitable for All Ages. Some are rated PG - appropriate for Post-Graduation. Some are intended for Mature Audiences Only. Guidance is Suggested.

Our Guide will be Kaitlyn Lingo.  She can explain Life Stages and define age-appropriate Financial Plans. 

Kaitlyn knows the questions to ask. More importantly, she knows what to do with the answers.

Featured Speaker: Kaitlyn Lingo '15, Edward Jones Financial Advisor, Wealth Manager, Savings and Retirement Planner

From a young age, I have always been one to save money whenever I could in order to invest in the things I want, no matter how big the dream. Through the years, I have been taught so much more about the advantages of investing from so many important people in my life. It got to a point where I became so passionate about the value of investing that I wanted to be able to help others learn and benefit from it as well, so I decided to become a financial advisor at Edward Jones.

Before joining Edward Jones, I attended Texas A&M University where I graduated in Spring 2015 with a degree in interdisciplinary studies. From there, I worked for a realtor and learned even more about the importance of saving and investing in order to make certain dreams become a reality.

The ability to help others and impact lives has always been a focus of mine. I enjoy the opportunity in meeting all kinds of investors and getting the chance to build a partnership with each and every one of them while at the same time helping them create and implement strategies in order to reach their long-term investment goals; goals that we take the time to identify and discuss, whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for.

Outside of the office, my focus is spending time with my family and friends. My husband, Jared, and I enjoy playing with and spoiling our dog and cats, playing games, traveling, hiking and hanging out with family and friends while making as many memories as possible. When I'm not doing that, I am either crafting or baking!

I am a creative, efficient and passionate individual and that will always show in my dedication when working with you. I would like to help provide the answers to your questions so you can make informed, financially sound decisions.