Print Page   |   Contact Us   |   Sign In
From SIMPLE to Sophisticated: Small Business Retirement Plans
Register View Registrations Tell a Friend About This EventTell a Friend
 

 Export to Your Calendar 9/30/2020
When: Wednesday, September 30, 2020
12:00 PM - 1:00 PM
Where: Virtual Event
United States
Contact: Makenzie Howard
978-364-5134


Online registration is available until: 9/30/2020
« Go to Upcoming Event List  

From SIMPLE to Sophisticated: Small Business Retirement Plans

During this session: we’ll cover:

  • Retirement plans that are suitable for small businesses
  • IRA-based retirement plans and features
  • Qualified retirement plans and features

Click to download the CARES Act Relief Info PDF

Speaker

Kellie D. Jacques, CFP®, Vice President, Financial Advisor, Ameriprise Financial

For more than 20 years, Kellie has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. Kellie has dedicated her career to delivering the personalized investment planning services her clients deserve. 

Kellie has a passion for her relationships with clients.  She enjoys listening to and understanding her client’s goals, as well as, their deepest financial concerns. This helps Kellie work with clients on a more personal level so they can develop appropriate individualized strategies for navigating to, through and beyond retirement in this ever-changing world.    

She enjoys the personal and professional satisfaction when clients achieve “the one moment”.  
That one moment could be clarity of a clear path to 
retirement, confidence with goals set during retirement, or the pride of having a strategy to pass on a legacy.

Kellie works with clients who desire a holistic approach to retirement and estate planning strategies.  Her mission is to reduce the stress involving financial matters to help clients move comfortably and confidently through each phase of their life.

She does this by utilizing a multi-step process to help her clients create a written plan enabling them to better understand their potential risks and thereby allowing them to more effectively manage their finances.


Association Management Software Powered by YourMembership  ::  Legal