Planning for the Future: An Approach for Your Whole Family
Date and Time
Wednesday Mar 20, 2024
12:00 PM - 12:30 PM EDT
Location
Virtual
Fees/Admission
These are informational seminars. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.
Description
When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:
- Help you consider what leaving a legacy means
- Introduce the Ameriprise Family Legacy Planner as a tool you can use to start your family conversations
- Highlight how a financial advisor can help you work though important financial issues with your family and loved ones