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Generational Wealth and Success

CDT

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Doug Orton, CRPC, Vice President, Business Development Consultant - MFS

Ameriprise Financial

Generational wealth – understand, plan and communicate –Building a legacy that lasts a lifetime.

As you set and then communicate goals for your family, thesethree things can help.

· Understanding why transfers of wealth often “fail”.

· Being familiar with what planning steps you cantake to help avoid these common costly mistakes.

· And lastly,knowing how you can communicate your plan and your wishes with your family tohelp reduce the likelihood that they will make mistakes when the time comes.
For more information: call us at 205.909.3145 or email us at william.miller@ampf.com

This is an informational seminar. There is no cost or obligation. MFS is not affiliated with 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8785886ACMR0326