Beyond the Present: Planning for Your Financial Future

Your future deserves more than a passing thought. Whether you're an individual looking to prepare for retirement or a business owner thinking about long-term financial security, understanding your options is an important first step. Join us for an engaging and informative session exploring retirement planning fundamentals, savings options, and considerations for individuals and business owners. Then, put your ideas into perspective through a guided vision board experience designed to help you think intentionally about the future you want to create and the steps you can take today to get there.

WHAT YOU'LL EXPERIENCE:

*Retirement planning fundamentals

*Financial considerations for individuals and business owners

*Guided vision board planning

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Registration Options

Registration ($45.00)
Standard registration for the Leadership Workshop.

Registration & Cancellation Policy:

All registrations are final and non-refundable. Once purchased, registrations cannot be canceled; however, they may be transferred to another individual. Please contact us to arrange a transfer.

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Location Information

Location Name
Easthampton
Address
, Easthampton, MA, 01027 US
Directions
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Speakers

Amy Watts, CFP®

Vice President & Financial Advisor

Greenfield Savings Bank

Amy Watts, CERTIFIED FINANCIAL PLANNER®, is VP/Financial Advisor for GSB Wealth Management and Trust Services. In her role, Amy helps individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized investment strategies. Her areas of focus include retirement planning, investment management, wealth preservation, and legacy planning.

Amy's planning philosophy centers on integrating all aspects of a client's financial life into a coordinated strategy designed to help meet goals, reduce uncertainty, and create lasting financial confidence.

Kisha Zullo

Founder WIB Summit and Events of Joy

Kisha is an accomplished leader in women’s empowerment and an experienced event planner known for helping clients save time, reduce stress, and execute impactful events. A Certified Meeting Professional (CMP) with over 25 years experience, she brings strategic insight and hands-on execution to every event she leads.

As the founder and president of Events of Joy, Kisha specializes in strategic planning, venue selection, contract negotiation, and budget management—supported by a trusted network of event professionals to ensure seamless execution.

She is also the visionary behind the Women in Business Summit, now heading into its 22nd year, where she curates an experience rooted in leadership, community, and connection.

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