Upcoming events

Planning to Give

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  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Our money down the road can only go to three places: Our heirs, the IRS, or to charity - and many of us have control over how much goes to the IRS. Join us to learn strategies for redirecting what otherwise might go to the IRS to the charities you support. Topics that will be discussed are:

  • How to get tax benefits now for gifts that are made to charity sometime in the future
  • How to avoid tax on RMD's (required withdrawals from IRAs and 401k's)
  • How to get certain benefits of trusts (probate avoidance, creditor protection, control over when kids get money, etc.) without the costs of setting up a trust
  • Donor Advised Funds, Dynasty Trusts, Capital Gains Bypass Trusts.
To reserve a spot: email us at planwithHWA@ampf.com

There is no cost or obligation for this event.

Investment products 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 and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Past events

Estate Planning

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  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

While it might not be the most exciting subject in the world, Estate Planning is foundational in every financial plan. We want our money to serve us during our lives, with whatever remains going to our kids and family, to causes we support, and to our community. Join us as we share strategies to help balance simplicity and effectiveness, that provide for us if we become sick or incapacitated, and that can help reduce taxes, allowing us to make a potentially larger impact on our family and charities we support. We will cover:

· The basics – Strategies for preserving your estate and avoiding probate

· Advanced - Strategies to help reduce taxes

· Easy wins – Strategies that can be used now without the need of an attorney

· Planned Giving – Strategies for how to save taxes and give more charity without reducing what goes to kids

There is no cost or obligation for this event.

Investment products 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 and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Planning to Give

  • RSVP Below
  • Join this event online
  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Our money down the road can only go to three places: Our heirs, the IRS, or to charity - and many of us have control over how much goes to the IRS. Join us to learn strategies for redirecting what otherwise might go to the IRS to the charities you support. Topics that will be discussed are:

  • How to get tax benefits now for gifts that are made to charity sometime in the future
  • How to avoid tax on RMD's (required withdrawals from IRAs and 401k's)
  • How to get certain benefits of trusts (probate avoidance, creditor protection, control over when kids get money, etc.) without the costs of setting up a trust
  • Donor Advised Funds, Dynasty Trusts, Capital Gains Bypass Trusts.

There is no cost or obligation.

Investment products 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 and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation

Money, Women & Empowerment

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  • Join this event online
  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Despite men often having taken control of the family finances, women now control more of the wealth in the US and that percentage is expected to increase in the next 12 years. Also, many women will likely be the primary decision maker in their family at some point in their lives and a large portion of women will be solely responsible for managing their wealth at some point. Join us for a discussion about the strategies women are using to make even better financial decisions and increase empowerment and confidence levels. The topics we will cover are:

  • Ways to offset the gender pay gap, low retirement savings and low Social Security
  • Strategies for balancing career, kids, and aging parents
  • Ways to improve financial literacy and preparedness of our kids
  • Socially Responsible Investing – how to align your values with your investments
  • How the Wall Street model fails women and how to still get what you need

There is no cost or obligation for this event.

Investment products 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 and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Socially responsible investments focus on green solutions companies, which present increased risk over a more diversified portfolio by limiting investment choices to a specific sector that may or may not perform as well as other industry sectors.

Gardening with Ciscoe!

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  • Ciscoe Morris, Master Gardener
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Seattle's own celebrity gardener Ciscoe Morris joins us for the second installment of Gardening with Ciscoe - Spring edition! Wondering what to do with your garden now that the frost and snow are melting away and warmer days are on the horizon? Ciscoe will help us learn how to transition our gardens to Spring, the things to do now and the best plants to grow. Even if you don't have a green thumb Ciscoe will teach you the best techniques to get your gardens started and also do a live Q&A - and if you have any questions you want him to cover feel free to send them in advance!

There is no cost or obligation for this event.

Tax Strategies for Business Owners to Action by April 15th

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  • Erin J Scannell , CFP®, CLU®, ChFC®, AAMS®, Private Wealth - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

With the inauguration of the new administration and April 15th just around the corner, it’s important to plan ahead and take advantage of top tax strategies that could impact you and your business. Join us on 1/28 at 12pm as we share top strategies to action on prior to April 15th for business owners including:

  • Funding tax shelters for 2020 (IRA, Roth, SEP, Simple, Solo 401k, HSAs, etc)
  • Getting on track to fund tax shelters for 2021
  • Commonly missed tax shelters
  • How some business owners may be able to supercharge their tax shelters
  • Possible tax impacts of an entity changes (LLC, partnership, S corp, C corp)
  • Impact and timing of the Biden tax proposals
  • Making sure start of the year benefits are in order (deadline for filing S or C election, bookkeeping protocols, retirement plans, funding calendar, etc)