Building the Road to a Solid Financial Future.
The financial decisions you make in the next 5 –15 years will shape the rest of your retirement.
A solid financial future doesn't happen by accident. It's built on clear principles, thoughtful decisions, and a strategy that's designed around your life not someone else's.
In this 45-minute session, Scott Marshall will walk through 10 proven principles of sound investing and show you how to avoid the most common mistakes that quietly derail even the best-intentioned financial plans.
July 09, 2026
2:00 PM (EST)
Designed For:
Professionals and business owners within 5–15 years of retirement
Investors wondering whether their current strategy is actually built to last
People with investments who still feel uncertain about retirement income, taxes, or market risk
Couples preparing for the transition from accumulation to retirement income
What You'll Learn
Why strong portfolios still fail in retirement
Returns matter less if withdrawals, taxes, and risk aren’t coordinated properly.
The mistakes investors make in the final decade before retirement
Small decisions during this window can create long-term consequences.
How to build a strategy that still works when markets become unpredictable
Because retirement planning changes once income stops.
Why discipline matters more than performance
The investors who succeed long-term usually avoid emotional decision-making.
Meet Your Host
Scott Marshall
Regional Leader & Financial Planner
As a Financial Planner with Edward Jones, Scott Marshall helps families make confident, well-coordinated financial decisions that stand the test of time. He works closely with clients' accountants, lawyers, and other professionals to ensure every part of their plan — including investments, taxes, and estate considerations — works together seamlessly.
With a steady, relationship-driven approach and a dedicated team behind him, Scott provides the structure and guidance needed to turn uncertainty into clarity and help families build a financial future that feels purposeful, organized, and built to last.
