Own Your Worth, Own Your Wealth: Retirement & Saving for Business Owners
Free Drop-In Office Hours with Jen Ewers (Edward Jones)
Date/Time: Wednesday, November 5, 9:00–11:00 AM
Format: In-person, drop-in (no appointment needed)
Cost: Free
Who can attend: Open to everyone—you do not need to be a Sphere member.
As a business owner, paying yourself last can feel normal—but building long-term wealth doesn’t have to be scary. Bring your questions for Jen Ewers, Financial Advisor at Edward Jones, and get plain-English guidance on how to think about retirement and saving while running a business.
What you can ask about
Choosing between SEP IRA, Solo 401(k), SIMPLE IRA, Roth/Traditional IRA
How much to save (rules of thumb, percentages, catch-up contributions)
Paying yourself: salary vs. draws, and planning for consistency
Emergency funds and buffers for seasonal cash flow
Getting started if you’ve saved $0 so far
Common pitfalls and how to avoid them
How it works
Drop in any time between 9–11 AM. Brief first-come, first-served conversations
Bring your questions (and any relevant numbers)
Leave with practical next steps and resources
About the host
Jen Ewers is a Financial Advisor with Edward Jones, helping small business owners build sustainable saving and retirement strategies.
Note: These office hours provide general information and education, not individualized investment, tax, or legal advice.
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