Paris, Tenn.–Brian Tusa from Edward Jones was the speaker at the Paris Quota meeting on Wednesday, October 25th. He is a Certified Financial Planner and has been with Edward Jones for 22 years. He had a couple of handouts on 401K,
IRA, Investments, how to reduce taxable income through charitable donations, estate planning, trusts and
probate, etc. He said it is important to review beneficiaries to make sure a life event such as marriage, divorce,
birth or death has not changed your designated person. He said it is necessary to communicate with your family
where assets are and have a book with plans outlined. He said everyone needs a will or power of attorney so they
can be sure their assets go where they want them to go. (Martha McFadden photo).