Bob Bonfiglio and Brent Kiley, Private Wealth Advisors and Managing Directors - Rise Private Wealth Management
Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Actionable strategies and an exploration of options for your portfolio
Are you living well and planning for tomorrow?
During this complimentary seminar, you'll learn actionable strategies that can help you:
- Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.
- Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
- Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.
- Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order.