Skip to content

Retirement Planning Today


Adult Programs / Enrichment -
2024-2025 Community Education - Fall Catalogue

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 Mike Cassel, CRPC®, BFA, MSS, APMA® Financial Advisor with Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC. Mike has worked with Ameriprise since 2017. He graduated from the University of St. Thomas in May of 2004 with a Bachelor of Arts degree in Sociology: Criminal Justice and again in 2010 with a Masters in software systems. When he is not working, Mike enjoys spending time with his wife and three daughters.

Questions? Contact Carrie Chavez: Carrie.Chavez@ampf.com

 October 2024 
SuMTuWThFSa
 
 
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
 
 
 
 
 
 
 
 
 
CEAdultRetirementFall24-1

  Carrie Chavez


SLP High School : C Wing - Great Hall Space + Connected Classrooms
Mon Oct 14 & Mon Oct 21
6:00 - 9:00 PM

Su
M
Tu
W
Th
F
Sa

Min Age   18 yr.

Price: $ 49 00
CEAdultRetirementFall24-2

  Carrie Chavez


SLP High School : C Wing - Great Hall Space + Connected Classrooms
Tue Oct 15 & Tue Oct 22
6:00 - 9:00 PM

Su
M
Tu
W
Th
F
Sa

Min Age   18 yr.

Price: $ 49 00