Events

How do you want to leave your legacy? Join us on Monday, May 4th for an informative discussion on how you can use your estate to make a lasting impact on your loved ones and the world.

Hosted and presented by Rise Private Wealth Management Financial Advisor Daniel Ahearn, APMA® we will be joined by Financial Advisor & Insurance Specialist Lisa Young, CLTC™, BFA™, CRPC™, CEPA™ to discuss:

• How you can define your legacy
• The importance of creating an estate plan and key elements to consider
• How you can incorporate charitable giving into your plan

We will also be joined by Kylan Johnson Estate Planning Attorney & Owner at Hudson Valley Estate Planning, PLLC for a Q&A discussion following the presentation on important estate planning topics and elements.

In honor of International Women’s Month, we are excited to invite you to a special virtual event: Savvy Women, Smart Investors: Taking Charge of Your Financial Future.

Hosted by Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC and presented by Liz Flint, Business Development Consultant at MFS Investment Management.

Let’s talk about feeling more confident and in control of your financial life. During this complimentary session, we’ll dig into the real‑world money moments women face at every stage of life. We’ll explore practical strategies and insights to help you take charge of your financial future with confidence and purpose.

Empowerment grows when shared so feel free to pass this along to a friend, colleague, or any other woman in your life who may benefit from the insights this session will provide.