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 using:
• The Surviving Spouse Checklist
• The Family Love Letter
• The Life Events Checklist
This is an informational seminar. There is no cost or obligation.
Sponsored by: Neuberger Berman
Neuberger Berman and their representatives are not affiliated with Ameriprise Financial.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark and CFP® certification mark (with plaque design) logo in the United States, which it authorized use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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, Inc. All rights reserved. (07/2020) EB_30381