DT | Women and Money Series: Part Four - Three Phases of Retirement Planning

"Retirement" or achieving financial independence is a typical major goal for everyone (that is, everyone who hasn't inherited a lot of money!). Whether you are just starting your career or nearing the end of your career, personal financial success requires making smart decision and taking smart actions.

Join Joni Lindquist, CFP® and Patrick Amey,CFP® of KHC Wealth Management as they discuss three phases of planning for your financial independence and key actions you should take. This is part four of the year-long series of "Women and Money".

Joni is a Principal and Pat a financial planner at KHC Wealth Management. The core philosophy at KHC Wealth Management is Making Life Count!® - the art of living well today while planning for one's future. Joni is a former corporate executive who now helps others achieve their career and life goals. As a financial planner, Pat assists clients in clarifying their financial, life and career goals; building an action plan; and taking action. Joni graduated from Bowling Green State University and earned an MBA from The Ohio State University. Pat received a B.S. in business management & leadership with a concentration in economics from the University of Kansas and earned an M.B.A. from Rockhurst University. Both are active in the community, with Pat serving on the board of the Kansas City Ballet-Barre Association and a member of the KC Chamber's 2016 Centurions Class while Joni is a current board member of Central Exchange and Armour Oaks Senior Living Community.