Plan Your Today – So You can Enjoy Your Tomorrow
Lunch, Learn & Network | Keynote Speaker: Cathy Juilfs
Tuesday Mar. 21, 2017 | 11:30am - 1:00pm
Best Western Plus Kelly Inn Ballroom | St. Cloud, MN
If you are like most women – that title alone is enough to keep you from attending this luncheon. The reality is – YOU need to engage in conversations about your money now to ensure you are planning for a more stable and enjoyable future. As women, we are bombarded with messages everyday about where to spend our time and money. We plan family outings, surprise birthday parties and summer vacations – why aren’t we spending more time planning our financial strategy?
We are going to have a real conversation about how you think about your money. You will leave this luncheon with both a strategy and goals around the beginning steps to getting your financial future on track.
Cathy Juilfs, CFP®, AIFA, CEBS
Cathy joined the founder of AIS Planning, Mike Sipe in 1999 and quickly established her role as a leader in the Retirement Planning industry as one of only a few Accredited Investment Fiduciary Analysts (AIFA®) in Minnesota. Cathy is fueled by her passion to create plans for companies that allow their employees the best opportunity possible to be prepared for retirement.
On July 1st of 2016, Cathy became a co-owner of AIS Planning – ensuring that she can continue offering advice to Central Minnesota businesses and individuals.
Cathy completed the requirements to become a Certified Employee Benefit Specialist (CEBS) in 2004 and a Certified Financial Planner (CFP®) in 2005. In addition to her financial planning work with clients, she leads the 401K/group retirement plan division for AIS Planning.
Cathy is very committed to Central Minnesota non-profits, currently serving on the Board of Directors for United Way of Central Minnesota, Advisory Board of Women’s Fund, the development committee for the Paramount Center for the Arts and is a member of the Exchange Club of St. Cloud.