RETIREMENT PLANNING TODAY

In this course you will learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan and adjust your estate plan to function under the new laws.However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values and achieve your retirement lifestyle goals. 

This course includes 2 illustrated workbooks. Couples may attend together for a single registration fee of $49. Class sizes are limited so register today.

Your instructor will be Joy Henry CFP^®, BFA^™, CRPC^™ Financial Advisor with Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC. Joy has worked with Ameriprise for 20 years. She graduated from St. Lawrence University, Canton, MY with a Bachler of Science, Psychology. Joy spends her spare time with her husband, two daughters and their Goldendoodle, Kili(manjaro) -- she's named after the mountain, which Joy climbed in 2010.