Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss. https://bit.ly/4aqRNOm #socialsecuritybenefits #financialplanning

We invite you to an educational Microsoft Teams seminar event TODAY Thursday, January 16th, 2025, 12-12:45 p.m. Central Time! Using the link below join our special seminar on "2024 Election: Red, Blue & You – The Road Ahead in Washington". Presented by Elizabeth Varley, Senior Vice President, Federal Government Affairs Office – Columbia Threadneedle Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs. https://bit.ly/4hl2tQR #ConfettiWealthTeam legal #7454543 Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry

We invite you to an educational Microsoft Teams seminar event this Thursday, January 16th, 2025, 12-12:45 p.m. Central Time! Using the link below join our special seminar on "2024 Election: Red, Blue & You – The Road Ahead in Washington". Presented by Elizabeth Varley, Senior Vice President, Federal Government Affairs Office – Columbia Threadneedle Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs. https://bit.ly/3WETsu3 #ConfettiWealthTeam legal #7454543 Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry

Join us in celebrating our team, Confetti Wealth, that has been named to the Forbes 2025 Best-in-State Wealth Management Teams list! Our team’s passion for understanding our clients’ financial goals and values, and for helping them navigate with confidence is second to none. We’re so grateful to work with our clients every day! If you would like a second opinion on what you are currently doing in your financial plan, schedule your complimentary consultation today by clicking the link below: https://bit.ly/40goRDM #somethingtocelebrate #confettiwealthteam #Forbes https://bit.ly/40goRDM Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry

Today marks the 4-year anniversary for paraplanner, Alex Grausnick! Thank you for your continued dedication to our clients and all of your hard work. Happy Confettiversary, Alex, and cheers to many more years! #confettiwealthteam #Confettiversary #somethingtocelebrate Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry

We are excited to share that President and Private Wealth Advisor of Confetti Wealth, Michelle Young, has earned the 2025 Women’s Choice Award! Women Certified Inc., home of the Women’s Choice Award, identifies Financial Advisors based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. Michelle achieving this award reaffirms the commitment Confetti Wealth has to extraordinary service in addressing the financial needs of clients and their families. Congratulations, Michelle! #somethingtocelebrate #confettiwealthteam #financialplanning Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry

Protecting yourself and your loved ones can be cheaper when you’re young and healthy. Let’s talk about getting protection solutions in place now — for later. #protectionplanning #financialplanning Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry

When it comes to estate planning, one size doesn’t fit all. Regardless of what unique considerations your family may have, we will work with you and your estate planning team to create a plan that fits your situation. #estateplanning #confettiwealthteam Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry

Stocks experienced significant positive momentum in 2024. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares his insights on whether that trend may continue in 2025. #2025marketprojections #financialplanning Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry

🔦EMPLOYEE SPOTLIGHT FOR JANUARY 2025 🔦 Amanda Petri Let's get to know Amanda Petri, one of our fantastic Financial Advisors at Confetti Wealth! Amanda has been with Confetti Wealth since 2019. She has more than 16 years of experience in the financial industry. She is committed to providing exceptional service and loves working with clients to dream, plan for, and help them achieve their financial goals. Outside of work, Amanda enjoys traveling, photography, cooking, and volunteering in the community. Let's see Amanda’s answers to our Rapid-Fire Questions: ❄️❓Fun fact that few people know: I’m working on traveling to 50 countries before I turn 50. ❄️❓Favorite Artist/Band: There’s a time and place for almost any kind of music. Some of my favorites are indie folk, alt-country, and Taylor Swift. ❄️❓If you just won $1 million on the lottery, you would spend it on: A sort-of-tiny house on the north shore. Or 18,000 puppies! ❄️❓Dream job as a kid: A couple of things – either a meteorologist (really, I just wanted to chase storms) or work in the FBI or CIA. ❄️❓Define success: Leaving people and places better than you found them. ❄️❓Favorite thing about working at Confetti: I absolutely love this team. I am grateful to work with such smart, caring, high-energy people every day. I have so much fun at work – with my team and the clients I get to work with! Click here to connect with Amanda: https://bit.ly/3DFz8SB To learn more about Amanda and the Confetti Wealth team, check out our website: https://bit.ly/3BQ6XzK #EmployeeSpotlight #GetToKnowTheConfettiTeam #SomethingToCelebrate Michelle Young Amanda Petri CFP®, CRPC®, BFA™, APMA® Chris Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Bridget Root Michael Cassel CFP®, CRPC™, BFA™, APMA™, MSS Joy Henry