09/04/2026
https://www.jsladeplanning.com/resource-center/investment/the-cycle-of-investing
The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.
Joanna S. Slade, CLU, CFP, EA
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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Joanna S. Slade, CLU, CFP, EA, Financial planner, Ponchatoula, LA.
Investments/Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC, and a Registered Investment Advisor
https://www.finra.org/ https://www.sipc.org/
Enrolled Agent (Tax Planning/Prep)
Life, Health and Medicare Products
09/04/2026
08/18/2026
BUY OR LEASE? 🚗
Consider These 3 Things Before Driving Off the Lot Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
07/16/2026
https://www.jsladeplanning.com/resource-center/estate/safeguard-your-digital-estate
Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?
06/19/2026
https://www.jsladeplanning.com/resource-center/money/saving-for-college-101
Ways to save for college 🎓
Saving for College 101 Here's a crash course on saving for college.
06/03/2026
https://www.jsladeplanning.com/resource-center/estate/exit-strategies-of-the-rich-and-famous
TRUST PLANNING!!! 💵💰💡
Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy?
05/13/2026
You've Got Money....
Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money.
04/21/2026
https://www.jsladeplanning.com/resource-center/lifestyle/to-buy-or-not-to-buy
To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.
04/14/2026
https://www.jsladeplanning.com/resource-center/insurance/your-dna-test
TIME FOR YOUR DNA TEST...
Your DNA Test A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
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Ponchatoula, LA
70454
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |