King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer
Ruben Gonzalez, Retirement Director - Janus Henderson Investors
Todd Lucius, Branch Manager
During this complimentary session, we’ll discuss the Five Lessons of Successful Wealth Transfers:
- Utilizing a Document Location System
- Appointing the Right Agents, Executors and Trustees
- Rationalizing Amounts, Timing and Structures
- Preparing and Educating Heirs- Managing Estate Taxes
This is an informational seminar. There is no cost or obligation.
Janus Henderson Investors and its representatives are not affiliated with Ameriprise Financial.
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 of value.
Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.