Dan Hart, Vice President, Advisor Consultant - Neuberger Berman
David L Shackelford, CFP®, CRPC®, Branch Manager
The presentation will focus on these areas:
- What is the “Family Love Letter”?
- How did it get started?
- Why is it important to you?
This seminar is sponsored by Neuberger Berman.
Neuberger Berman and its representatives are notaffiliated with Ameriprise Financial.
Michael Hall & Dan Hall, ofHall, Bishop & Hall, LLP are not affiliated with Ameriprise Financial.
AmeripriseFinancial Services, Inc. Member FINRA and SIPC.
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