Past events

Planning for the future: An approach for the whole family

  • Andy Weyker, CFP, Financial Advisor - Crotty and Associates
  • Andy Weyker

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones