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Financial Strategies for Successful Retirement

Adult Enrichment / Financial & Retirement -
Winter/Spring 2021

This in-depth course offers retirees, or people thinking about retiring in the next 5-10 years, the opportunity to plan for a comfortable retirement. Learn strategies designed to help generate a steady income, help protect your assets from erosion, reduce taxes, and provide a more secure retirement for you and your spouse. Learn how to make the best use of your employer’s retirement plan, evaluate lump-sum distribution options, and help potentially reduce estate taxes through proper estate planning, as well as various types of investments such as mutual funds, ETF’s, municipal bonds, and tax-deferred annuities. Also, this course will cover Social Security, Medicare, and ways to provide for the costs of potential long-term health care. Learn about diversification and asset allocation to properly position your assets according to your objectives, risk tolerance, and prior investment experience. A spousal guest is included at no cost.

There is no assurance provided that the financial concepts and strategies discussed will provide investment success. Investments are subject to market fluctuation, risk, and potential loss of principal. Actual results depend on many factors as discussed in the seminar. Securities offered through LPL Financial, Member FINRA/SIPC.

Valenti Wealth Management, LLC. - Joan M Valenti

Financial Instructor

Joan Valenti is a CERTIFIED FINANCIAL PLANNER™ professional. For over 30 years she has focused on helping individuals, business owners and non-profit organizations make value-based financial decisions aligned with their unique goals and circumstances. She brings deep experience in Retirement and Estate Planning utilizing a broad range of non-proprietary investment and insurance products and strictly adheres to the CERTIFIED FINANCIAL PLANNER™ Code of Ethics across all aspects of her business.

Dedicated to providing objective financial advice, Joan specializes in helping her clients work towards their retirement goals and manage the distribution of their assets in a tax-efficient manner. As a wealth manager, she designs comprehensive investment strategies to help clients pursue their retirement goals while creating a plan for the preservation of their wealth from generation to generation. Joan is adept in both the wealth accumulation and income distribution phases of retirement and regularly teaches classes on retirement planning and hosts semi-annual education seminars.

Joan received her Bachelor of Science degree in Finance from Baldwin-Wallace College and obtained her CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning. She holds her insurance license and FINRA registrations 7, 63, 24, and 65 through LPL Financial. She is also an investment advisor representative at LPL Financial, one of the nation’s leading diversified financial services companies and the largest independent broker/dealer supporting more than 16,000 financial advisors nationwide.*

Active in her community, Joan is a member of the Retirement Board of Directors for the Town of Farmington and the Advisory Board of Northwest Community Bank. She previously served on the Farmington Food Pantry Board of Directors and is still an active volunteer. Joan also is a Past President of Rotary and a Paul Harris Fellow of Rotary.

* As reported in Financial Planning magazine 1996-2018, based on total revenues.

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  Valenti Wealth Management, LLC. - Joan M Valenti

Farmington High School : 810/812
Wednesdays, Apr 21 - May 12
6:30 - 8:30 PM


Min Age   16 yr.

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