How an estate plan puts you in control Date: Tuesday, September 10, 2024 Time: 10:00 AM - 11:00 AM EDT Location: David B. Waymer Senior Center, 14008 Holbrooks Rd, Huntersville, NC 28078 Presented By: Roman Moriarty, Associate Financial Advisor - Longview Financial Group, a Financial Advisory Practice of Ameriprise Financial Services, LLC Hosted By: Longview Financial Group, a Financial Advisory Practice of Ameriprise Financial Services, LLC Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Thursday, August 1, 2024 Time: 1:00 PM - 2:00 PM EDT Location: Tyvola Senior Center, 2225 Tyvola Rd, Charlotte, NC 28210 Presented By: Roman Moriarty, Associate Financial Advisor - Longview Financial Group, a Financial Advisory Practice of Ameriprise Financial Services, LLC Hosted By: Longview Financial Group, a Financial Advisory Practice of Ameriprise Financial Services, LLC Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. This is an informational seminar. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.