Generational wealth — understand, plan, and communicate - Building a legacy that lasts Date: Tuesday, April 21, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Doug Orton, CRPC, VP, Business Development Consultant - MFS Hosted By: Southern States Region of Ameriprise Financial, LLC Sponsored By: MFS Take the first step toward building a lasting legacy. As you set and then communicate goals for your family, these three things can help: Understanding why transfers of wealth often “fail” Being familiar with what planning steps you can take to help avoid these common costly mistakes 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. To reserve a spot: call us at 813.868.8700 or email us at sofie.dominguez@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. MFS is 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. © 2025 Ameriprise Financial, Inc. All rights reserved.