Family Love Letter – How Every Family Can Prepare Date: Thursday, March 14, 2024 Time: 5:30 PM - 7:30 PM EDT Location: The Harraseeket Inn, 162 Main St. , Freeport, ME 04032 Presented By: Cheri Brooks, Managing Director and Head of Neuberger Berman Advisor Institute - Affiliated Hosted By: Hosted by Leigh Daggett, financial advisor with Daggett & Associates, A financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Neuberger Berman Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and advisor to document your wishes. This is an informational seminar. There is no cost or obligation. Neuberger Berman and its 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Family Love Letter – How Every Family Can Prepare Date: Thursday, March 14, 2024 Time: 2:30 PM - 4:00 PM EDT Location: The Harraseeket Inn, 162 Main St., Freeport, ME 04032 Presented By: Cheri Brooks, Managing Director and Head of Neuberger Berman Advisor Institute - Affiliated Hosted By: Leigh Daggett, financial advisor with Daggett & Associates, A financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Neuberger Berman Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and advisor to document your wishes. This is an informational seminar. There is no cost or obligation. Neuberger Berman and its 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.