Upcoming events

Estate Planning 101

EST

ThreeV Restaurant, 10 Cordage Park Circle, Suite 253, Plymouth, MA 02360

Sean Hagen, ESq. LL.M, Partner - Long Hagen Huff Harris Family Law, Trusts & Estates & Business Law

StackStone Wealth a private wealth advisory practice of Ameriprise Financial, LLC

BNY Mellon, Eaton Vance, Federated Hermes and John Hancock

  • Who needs an Estate Plan?
  • What is included in a basic estate plan?
  • Estate Plan Benefits
  • How to choose the right attorney
To reserve a spot: call us at 508.833.1359 or email us at lauren.scopa@ampf.com

This presentation is not published by Ameriprise Financial. While the information is believed to be accurate, distribution of this material should not be considered an endorsement of any particular investment strategy, product or service described therein.

This is being provided only as a general source of information and is not intended to be used as a primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor.

Any tax or legal advice contained in this seminar is the sole opinion of the presenter and is not endorsed by Ameriprise Financial. Please seek the advice of your advisor regarding your particular financial concerns