Past events

Legacy Planning – How to transfer lifetime income to beneficiaries

  • Todd Baker, CFP®, CRPC® , Divisional Vice President - Riversource Life Insurance
  • Jamie Frisone CFP®,CRPC®,?AWMA®, Regional Vice President with Ameriprise Financial
  • Ameriprise Financial services LLC.

In this complimentary event, topics will include:

      • Who or what’s important to you?
      • What could your legacy look like?
      • How could you fund your legacy?
      • Are there better alternatives?

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.