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Money, Women & Empowerment - Mercer Island

Erin Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor

Heritage Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, Inc.

Despite men often having taken control of the family finances, women now control more of the wealth in the US than men, and the vast majority of women will be solely responsible for managing their wealth at some point. Yet, women have unique challenges and we will share stories about how women are overcoming those challenges and making better financial decisions.

  • 3 Ways to offset the gender pay gap, low retirement savings and low Social Security
  • Strategies for balancing career, kids, divorce, and aging parents
  • 3 Ways to improve financial literacy and preparedness of our kids
  • How the Wall Street model fails women and how to still get what you need
  • Socially Responsible Investing- how to align your values with your investments

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. 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 federally or FDIC-insured, 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Heritage Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc., Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights reserved. 2914409ACMR0120

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Money, Women & Empowerment - Gig Harbor

Brian Van Houten, CRPC®, Financial Advisor

Heritage Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, Inc.

Despite men often having taken control of the family finances, women now control more of the wealth in the US than men, and the vast majority of women will be solely responsible for managing their wealth at some point. Yet, women have unique challenges and we will share stories about how women are overcoming those challenges and making better financial decisions.

• 3 Ways to offset the gender pay gap, low retirement savings and low Social Security
• Strategies for balancing career, kids, divorce, and aging parents
• 3 Ways to improve financial literacy and preparedness of our kids
• How the Wall Street model fails women and how to still get what you need
• Socially Responsible Investing- how to align your values with your investments

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. 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 federally or FDIC-insured, 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Heritage Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc., Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights reserved. 2914409ACMR0120

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Money, Women & Empowerment - Bellevue

Jeff Johnson, Financial Advisor

Heritage Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, Inc.

Despite men often having taken control of the family finances, women now control more of the wealth in the US than men, and the vast majority of women will be solely responsible for managing their wealth at some point. Yet, women have unique challenges and we will share stories about how women are overcoming those challenges and making better financial decisions.

  • 3 Ways to offset the gender pay gap, low retirement savings and low Social Security
  • Strategies for balancing career, kids, divorce, and aging parents
  • 3 Ways to improve financial literacy and preparedness of our kids
  • How the Wall Street model fails women and how to still get what you need
  • Socially Responsible Investing- how to align your values with your investments

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. 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 federally or FDIC-insured, 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Heritage Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc., Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights reserved. 2914409ACMR0120

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Working Together Online - Digital Solutions, Personalized Advice – Mercer Island

Erin Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor

Heritage Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, Inc.

New Specialty Series!

Join us for an educational workshop presented by our Teammates who are highly skilled in their field.

  • The Ameriprise online security guarantee
  • Access the Secure Site messaging, & eSignature
  • Download and use the Ameriprise Mobile App
  • Navigating your statements & key areas of focus
  • Total View - securely view & track all your financial accounts

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Heritage Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc., Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights reserved. 2914409ACMR0120

Add Event
to Calendar

Working Together Online - Digital Solutions, Personalized Advice – Gig Harbor

Brian Van Houten, CRPC®, Financial Advisor

Heritage Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, Inc.

New Specialty Series!

Join us for an educational workshop presented by our Teammates who are highly skilled in their field

  • The Ameriprise online security guarantee
  • Access the Secure Site messaging, & eSignature
  • Download and use the Ameriprise Mobile App
  • Navigating your statements & key areas of focus
  • Total View - securely view & track all your financial accounts

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark ofA meriprise Financial, Inc. Heritage Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, Inc., Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights reserved. 2914409ACMR0120

Add Event
to Calendar