How an estate plan puts you in control Date: Tuesday, March 19, 2024 Time: 7:00 PM - 8:00 PM EDT Location: Georges Pizza, 9 School Street, Unionville, CT 06085 Presented By: Matthew Udal, Financial Advisor with Waypoint Wealth Solutions - Waypoint Wealth Solutions Hosted By: Matthew Udal, financial advisor with Waypoint Wealth Solutions Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. This is an informational seminar. There is no cost or obligation. 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.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.© 2024 Ameriprise Financial, Inc. All rights reserved.