What type of legacy will you leave?
Join us for a special presentation:
Plan to give more;
•Control how your estate is distributed •Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy
Tuesday, August 12, 2025 @ 4:00 pm PT
Hosted by: James A. Frisone, Regional Vice President
CFP®, CHFC®,
CRPC®, AWMA®
Presented by: David Houston,
Director of Advanced Strategies with
RiverSource Life Insurance Company
This is an informational seminar. There is no cost or obligation.
River Source is an affiliate of Ameriprise Financial
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.
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.
Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.
Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life
Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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