Upcoming events

Family Love Letter

EST

Join this event online

Karen Drancik , Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

StephenZahka, CFP®, CRPC,® Financial Advisor, Managing Director Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Duringthis complimentary session, we’ll discuss:

- What the Family Love Letter Is

o A roadmap for the next generation

o Stories, hopes, & desire…in the event of incapacity or loss

o The link to the “voice of family dynamics”

- What is the purpose?

o To preserve relationships

o Provide security

o This is not a legal document but a SYSTEM to gather information

o The longer we live, the longer, deeper and wider our paper trail
For more information: call us at 508.621.5624 or email us at elaine.mclaughlin@ampf.com

There is no obligation or cost for this event.

Karen Drancik and Neuberger Berman AdvisorInstitute are not affiliated with

Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal

agency, are not deposits or obligations of, orguaranteed by a financial

institution, and involve investment risks includingpossible loss of principal

and fluctuation in value.

AmeripriseFinancial Services, LLC member FINRA and SIPC.

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