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  • Erin J Scannell CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Our money down the road can only go to three places: Our heirs, the IRS, or to charity - and many of us have control over how much goes to the IRS. Join us to learn strategies for redirecting what otherwise might go to the IRS to the charities you support. Topics that will be discussed are:

  • How to get tax benefits now for gifts that are made to charity sometime in the future
  • How to avoid tax on RMD's (required withdrawals from IRAs and 401k's)
  • How to get certain benefits of trusts (probate avoidance, creditor protection, control over when kids get money, etc.) without the costs of setting up a trust
  • Donor Advised Funds, Dynasty Trusts, Capital Gains Bypass Trusts.

There is no cost or obligation for this event.

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 and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Kids Financial Bootcamp - Elementary School Session

  • Erin J Scannell CFP®, CLU®, ChFC®, AAMS® , Private Wealth Advisor
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Wealth is a mindset. Let’s build it together.

“Teach the children so it will not be necessary to teach the adults” Abraham Lincoln

Money can’t buy happiness, but it affords us the ability to buy two things that the wealthy say are far more important than money: Freedom and Time. Join us as we discuss tips and strategies to build our Wealth Mindset, and tactics for making the best money decisions we can, with the resources we have. We don’t teach kids about money in school, and so most young adults are sent into the world with little to no formal education in how to make smart money decisions. Join us and bring your kids for a discussion around some of the most important financial concepts that will not only help put them on a better trajectory but leave them excited about making better financial decisions.

What really makes us happy? ( Hint :It's not necessarily money)

There is no cost or obligation.

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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Kids Financial Bootcamp - Middle & High School Session

  • Erin J Scannell CFP®, CLU®, ChFC®, AAMS® , Private Wealth Advisor, Heritage Wealth Advisors - Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Wealth is a mindset. Let’s build it together.

“Teach the children so it will not be necessary to teach the adults” Abraham Lincoln

Money can’t buy happiness, but it affords us the ability to buy two things that the wealthy say are far more important than money: Freedom and Time. Join us as we discuss tips and strategies to build our Wealth Mindset, and tactics for making the best money decisions we can, with the resources we have. We don’t teach kids about money in school, and so most young adults are sent into the world with little to no formal education in how to make smart money decisions. Join us and bring your kids for a discussion around some of the most important financial concepts that will not only help put them on a better trajectory but leave them excited about making better financial decisions.

Mindset What really makes us happy? (Hint: It's not necessarily money)

Common mistakes adults make and how to avoid them Making Money · Careers versus Jobs · Entrepreneurship · Negotiating Pay Raises · Side Hustles · Building a Network Setting Goals Why does a small percentage of the population make significantly more than the rest? Where Money Goes · Needs versus Wants · Save or Spend? · Major Expenses- Cars- Moving Out- College Borrowing & Investing Borrowing Money · The Plastic Piranha ·•Tyrannosaurus Debt

Thereis no cost or obligation.

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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investing to "do good" - ESG

  • Erin J Scannell CFP®, CLU®, ChFC®, AAMS® , Private Wealth Advisor - Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Many investors around the globe are interested not only in the financial outcomes of their investments-but also the impact their investments may have, and the role their assets can play in promoting certain global issues. Such investors often cite a sense of responsibility to “do good” socially and environmentally and want to align their values with their investing. This is where ESG and impact investing portfolios can come into play. Join us to learn strategies on how to invest in a way that aligns with your values and to learn the benefits of socially responsible and ESG investing.

There is no cost or obligation.

Social impact investing or ESG may increase risk due to the limitations and constraints involved in investment selection and, as a result, the fund may underperform other funds that do not consider the social impact.

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Creating Tax Free Retirement Income

  • Erin J Scannell CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor - Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
  • Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

A significant amount of the wealth in the US is in common retirement plans, such as 401Ks and IRAs. The majority of these monies may be fully taxable as ordinary income. Join us for a discussion around how to help mitigate this future tax issue, by creating Tax Free Retirement Income. We will cover topics such as:

· How to diversify the taxation of your money and reduce long term tax rates.

· Investments that may provide recession-proof income

· 3 Vehicles that may provide Tax Free Retirement Income

· While Roth IRAs have contribution limits of $6,000/year, learn which other vehicles have no limits

· Case Study- how one family has an income of $150,000/year with an average tax rate of 7%

There is no cost or obligation.

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 cannot guarantee future financial results.

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.

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