Upcoming events

Generational Wealth Conversations: Helping Families Successfully Transfer Wealth

  • Doug Orton, CPRC®, VP Business Development Consultant - MFS
  • John Hoffman, Southeast Regional Director
  • Ameriprise Financial Institutions Group

Join Ameriprise Financial Institutions Group for a special event where we will discuss family wealth transfers. During this session we will discuss how being familiar with the planning steps and knowing how to communicate plans can help you and your family avoid common and costly mistakes.

For more information: call us at 954.876.2341 or email us at kyle.stroud@ampf.com

This is an informational event. There is no cost or obligation.

MFS and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution and involve investments risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial Inc. All rights reserved.

Past events

Understanding Financial Aid and Education Savings Solutions

  • Stephen Jobe, Director 529 Plan Specialist - Legg Mason, a Division of Franklin Templeton
  • Sam Nasser, Regional Director - West Region
  • Ameriprise Financial Institutions Group

Please join Ameriprise Financial Institutions Group for a special virtual event. During this complimentary session, we'll discuss:

  • Education today
  • The importance of college and how much it will cost
  • Various ways to pay and invest for college

Speaker Bio: Stephen Jobe has worked in the financial service industry on both the investment management and the Broker-Dealer sides of the business for 30 years. He has been in the 529 space 20 years. Stephen joined Legg Mason in 2014, hired to run the firm's 529 Plan business. Today he is focused on educating advisors and their clients on the unique benefits of 529 Plans.

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

Franklin Templeton and its representatives are not affiliated with Ameriprise Financial.

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. Member FINRA and SIPC

©2021 Ameriprise Financial, LLC. All rights reserved.