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Mastering your money mindset

CDT

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Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments

Jason K. Palmer, CFP®, CRPC®, APMA®, Private Wealth Advisor, Ameriprise Financial Services, LLC

When you think about your wealth you likelyexperience positive emotions such as pride or satisfaction. However, you mayalso feel like youare at a crossroads in your wealth managementjourney. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning.

Key takeaways from the presentation

• Understanding your money emotions

• Accepting the past

• Learning the language of money

• Making a plan

• Planning for "setbacks”

For more information: email us at michelle.collis@ampf.com

By registering for this event, youagree to your personal data including, but not limited to, your name, companyname, email address and registration form responses to be held and used byAmeriprise Financial Inc. for marketing purposes. More information can be foundin our Privacy Policy which can be found here.By signing-up to the event, Ameriprise Financial Inc. will collect yourpersonal data to administer the event.

Thisis an informational seminar. There is no cost or obligation.

Sponsored by: New York Life. These sponsors and representatives are not affiliated with Ameriprise Financial.

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.