Looking to gain a better understanding about your investments? Want clarity around the tax implications of your investments and retirement accounts? Join us for this 4-week course! WEEK 1 will focus on the foundations of the investing, common investing mistakes and how to avoid them, and investment strategies. WEEK 2 we’ll spend some time discussing stocks, bonds, and different ways to own them. WEEK 3 we’ll cover tax-free investing and how to protect yourself from fraud. In WEEK 4 we’ll wrap it up with Amy Slaubaugh from Trinity Insurance to discuss Medicare and Matthew Light from Botkin Rose PLC to discuss estate planning strategies. Joshua Defnall grew up in Fauquier County Virginia and moved to the Shenandoah Valley to attend Eastern Mennonite University. His wife, Sarah, is a licensed professional counselor.They have four wonderful children, Elana (10), Teddy (8), George (5) and Lucille (3). As a family, they’re committed to their church, love the outdoors, and enjoy evenings spent with family and friends over a meal. Over the past 15 years, they’ve continued to fall more in love with the Valley and all that it has to offer; they’re proud to call it home. As a CERTIFIED FINANCIAL PLANNER™, Joshua is committed to being an advocate for the financial wellbeing of each of my clients. Edward Jones allows him to serve his clients in a personal way, keeping their best interests as my top priority. He works to understand what is most important to the families he serves, and uses an established process to help create realistic goals and implement personalized strategies to help them accomplish those goals. By partnering together, we work to stay on track through all stages of life. In addition, Joshua loves to teach! He hosts numerous coffee conversations in the area where we discuss investments, markets, and a lot more. He also teaches this Financial Workshop at the Lifelong Learning Institute each fall and spring.