Retiring on Your Terms With Kelly Boyle @WITI
Join us for a lively presentation and discussion about creating financial independence for tech savvy women.
“Retiring on Your Terms.”
During this complimentary seminar, you’ll learn ways to:
- Plan to bring your retirement dreams and goals more within reach.
- Prioritize your retirement saving and spending plans to address what is most important to you.
- Identify risks that could throw your retirement plans off track.
You’ll also learn about some technology tools that may help you reach your financial goals. I will be showing the attendees how to use client-facing technology tools and demo ways to track your financial goals and dreams.
About Kelly A. Boyle, CRPC�, ADPASM is a Financial Advisor and Senior Vice President of Boyle, Torres & Associates, a financial planning practice of Ameriprise Financial Services, Inc. Kelly has 9 years’ experience as a financial advisor, and a Bachelor’s Degree in Finance from the University of Florida.