Confidence for Life: Planning and Protecting
4-weeks (last 4) | Registration opens 2/14/2026 9:00 AM EST
This class is for those who want to learn financial concepts to bring peace of mind, continuity and financial clarity for themselves, their spouse and loved ones. The goal is to share smart financial decisions you can make today, centered around creating a resilient financial foundation and an intentional estate plan. Each week we will explore a key component of planning together and protecting each other financially, focusing on wealth preservation, tax planning, long-term care planning, planning for the surviving spouse and legacy planning.
Kelsey Ponesse
Kelsey Ponesse is a CPA and Wealth Manager at Marshall+Sterling Wealth Advisors in Poughkeepsie. She has over a decade of experience in the accounting and finance industry, working with clients and the complex financial choices that support their lives, their families’ lives and their legacies. Kelsey believes in supporting the Hudson Valley community with financial education, especially for women. She believes that the more you know, the more aware you can be of actions to take for financial security and well-being. She frequently hosts webinars, presentations and educational events on retirement and financial planning topics.