How an estate plan puts you in control Date: Tuesday, March 5, 2024 Time: 12:00 PM - 12:45 PM MST Join this event online Presented By: Nicholas Anderson, CFP®, CIMA®, Financial Advisor - Ameriprise Financial Hosted By: Summit Wealth Management, 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.
Cocktails & Conversation Date: Thursday, February 22, 2024 Time: 5:00 PM - 6:30 PM MST Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team the fourth Thursday of each month. Guests are welcome!
Wine Down with Summit Wealth Management Date: Thursday, October 26, 2023 Time: 5:00 PM - 6:30 PM MDT Location: InVINtions, A Creative Winery, 9608 East Arapahoe Road, Greenwood Village, CO 80112 Hosted By: Whitney Grimm, Private Wealth Advisor with Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Relax, drink wine, and meet the team on the fourth Thursday of every month at InVINtions, A Creative Winery. Guests are welcome!
Wine Down with Summit Wealth Management Date: Thursday, September 28, 2023 Time: 5:00 PM - 6:30 PM MDT Location: InVINtions, A Creative Winery, 9608 East Arapahoe Road, Greenwood Village, CO 80112 Hosted By: Whitney Grimm, Private Wealth Advisor with Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Relax, enjoy wine, and meet the team on the fourth Thursday of every month at InVINtions, A Creative Winery. Guests are welcome!
Wine Down with Summit Wealth Management Date: Thursday, August 24, 2023 Time: 5:00 PM - 6:30 PM MDT Location: InVINtions, A Creative Winery, 9608 East Arapahoe Road, Greenwood Village, CO 80112 Hosted By: Whitney Grimm, Private Wealth Advisor with Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Relax, enjoy wine, and meet the team on the fourth Thursday of every month at InVINtions, A Creative Winery. Guests are welcome!