Upcoming events

Family Wealth Management: Generational Wealth Conversations

CDT

RiverEdge Golf & Banquet Facility, 10191 Mill Creek Drive, Marshfield, WI 54449

CT Sinha, Senior Regional Consultant - MFS Investment Management

Michael Smith & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Michael Smith & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

As you set and then communicate goals for your family, these three things can help:

  1. Understanding why transfers of wealth often "fail."
  2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes.
  3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes.

Join us for a complimentary session where we'll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future.

TUESDAY, MAY 7, 2024

5:30 pm - Social

6:30 pm - Dinner & Presentation

Please RSVP by Tuesday, April 23, 2024. (A limited number of reservations will be accepted after 4/23/24.) Call Tami or Donna at (715) 341-6657 or email Donna.Saddison@ampf.com. If you have friends or colleagues that you think we should meet, please invite them to attend this event with you.

To reserve a spot: call us at 715.341.6657 or email us at Donna.Saddison@ampf.com

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

MFS,First Eagle, Fidelity, and Allspring and their representatives are notaffiliated with Ameriprise Financial.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

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

© 2024 Ameriprise Financial, Inc. All rights reserved.