Past events

Business Succession Planning Workshop

PDT

Village Green Community Center , 26159 Dulay Rd NE, Kingston , WA 98346

The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC

Selling the company is one of the hardest decisions a business owner will make..... our hope is to make it an easier and better exit for you!

Join us Wednesday, June 12th 2:00PM - 3:30PM to learn;

  • How to sell your business
  • Different options/ways to sell your business
  • How to obtain a customized business valuation
  • Steps on how to maximize your business sale

Exit Planning for Small & Lower Middle Market Business Owners Presented by ~ Exit Equity Phil Brzytwa, M&A Intermediary | Business Broker Kara Gibson Brzytwa , Managing Principal | Managing Broker

Family Business Succession Planning Presented by ~ RiverSource Michele Turner, Region Vice President David Baldwin, Director of Advanced Strategies

FIXED LIFE INSURANCE

NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK, CREDIT UNION

OR SAVINGS & LOAN GUARANTEED

These are informational seminars. There is no cost or obligation. Exit Equity LLC and its representatives are not affiliated with Ameriprise Financial.

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.

Foraging in the PNW

PDT

Bainbridge Island Rowing Center, 221 Winslow Way W, Bainbridge Island, WA 98110

Langdon Cook , Author

The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC

We invite you to join us for a special event with local author Langdon Cook.

Featuring his book, Fat of the Land:

Adventures of a 21st Century Forager

Whether you desire knowledge of the Pacific Northwest, a passion for food or simply love the great outdoors, you won’t want to miss this informative event.

There is no cost or obligation.

Langdon Cook is not affiliated with Ameriprise Financial, Inc. Third-party images used with permission.

The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC.© 2024 Ameriprise Financial, Inc. All rights reserved.

Retrain Your Brain - How to age=proof you most valuable asset

PDT

Join this event online

Brian Briggs, Managing Director - Hartford Funds

Jamie Frisone CFP®, CHFC®,CRPC®,AWMA® - Regional Vice President with Ameriprise Financial

This is an informational seminar. There is no cost or obligation.

Hartford Funds and its representatives are not affiliated with Ameriprise Financial Inc.

Investment products, including shares of mutual funds, 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial, Inc. All rights reserved

Family Love Letter

PDT

Join this event online

Cheri Brooks , Managing Director, National Speaker - NB Advisor Institue - Newberger Berman

The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC

Newberger Berman

*Before making any estate planning decisions, you should consult with a qualified estate planning attorney and/or a qualified tax professional on your specific situation.

This is an informational seminar. There is no cost or obligation. Newberger Berman and their representatives are not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial Inc. All rights reserved.

Simple safeguards: How to stay safe from cybercrime and identity theft

PST

Join this event online

Jeff Lanza, Retired FBI Agent - Delaware Funds

The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC

Delaware Funds

This is an informational seminar. There is no cost or obligation.

Delaware Funds Management and their representatives are not affiliated with Ameriprise Financial.

The Compass is a trademark of Ameriprise Financial, Inc.

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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial Inc. All rights reserved.