Financial Planning: A personal guide Date: Tuesday, June 18, 2024 Time: 12:00 PM - 1:00 PM ADT You must RSVP to receive access credentials for this event or seminar Presented By: Daniel J. Dougherty, Financial Advisor - Atlantic Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services Hosted By: Atlantic Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services, LLC A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. To reserve a spot: call us at 207.289.1004 or email us at daniel.j.dougherty@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
How an estate plan puts you in control Date: Tuesday, May 21, 2024 Time: 12:00 PM - 12:45 PM Location: Presented By: Daniel J. Dougherty, Financial Advisor - Atlantic Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services Hosted By: Atlantic Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. This is an informational seminar. There is no cost or obligation. 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 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Prepare Don't Predict Date: Tuesday, February 20, 2024 Time: 12:00 PM - 1:00 PM EST ONLINE EVENT PASSCODE: anxNQx Join this event online Presented By: Laura Nardone, VP Regional Coordinator - PGIM Investments Hosted By: Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
7 Things No One Tells You About Retirement Date: Thursday, November 30, 2023 Time: 12:00 PM - 12:30 PM EST Join this event online Presented By: Russ Gentile, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC