Michelle L. Heide, CFP, CRPC, BFA, Private Wealth Advisor
Patton, Heide & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Information in a time of confusion
In today’s constantly changing environment, making plans to provide a sound future for your loved ones is more important than ever.
Creating a Family Love Letter™ can help you with sensitive conversations with your family about preserving and transferring the legacy you leave behind.
During this complimentary event, Michelle will walk you through the Family Love Letter brochure so you can learn how to give your family a gift of time, love and clarity.
- Mark W. Yaros, Esq., Partner at McNally, Yaros, Kazinski & Lime, LLC
- Charles J. Orlando, CPA, Managing Member at Charles Orlando CPA, LLC
- Chris Knoll, Funeral Director, Martin Funeral Home
will be available for Q & A
This is an informational event. There is no cost or obligation.
To reserve a spot:
call us at 908.713.6600, or email us at email@example.com or make your reservations online
Family Love Letter™, McNally, Yaros, Kazinski & Lime, LLC, Charles Orlando CPA, LLC and Martin Funeral Home nor their representatives are not affiliated with AmeripriseFinancial, Inc.
Ameriprise Financial Services, Inc., Member FINRA and SIPC.
© 2018 Ameriprise Financial, Inc., All rights reserved.