Planting Money Trees: Investing & Retirement Basics

October 1 – Planting Money Trees: Investing & Retirement Basics

This is the first in a three-part financial wellness series presented by financial advisor, Sean Manterfield.

In this class you’ll learn:

• The basics of investing and why it matters

• Different types of investments and how they work

• Managing risk through diversification and long-term planning

• Retirement accounts and strategies for building wealth

• Common retirement planning mistakes and steps to help avoid them

Sean Manterfield is a financial advisor with Edward Jones. Sean grew up in Indianapolis and attended Florida State University, where he studied music and met his wife, Jennifer. After earning a master’s degree from Bowling Green State University, he spent several years pursuing music professionally before transitioning into the commercial lighting industry, where he worked for more than a decade while raising his family. He and his wife, Jennifer, are proud parents of their daughter, Lily, and twin sons, Harry and Nathanael. 

Faith and community have always been central to their lives. They attend Christ Church Cathedral, where Sean has sung in the choir since 1991 and where their children now sing as well. The values of service, connection and caring for others that were nurtured there ultimately led him to a career as a financial advisor, where he can make a meaningful difference in the lives of the families he serves.

Whether welcoming a child, getting married, sending a student to college or purchasing a first home, major life events often bring both excitement and financial uncertainty. Having personally experienced financial stress, Sean understands the importance of trusted guidance and takes pride in helping clients gain clarity around their goals so they can focus on what matters most.