Upcoming events

Financial Planning for Lawyers

  • Niraj Chhabra, Financial Advisor - Ameriprise Financial
  • Niraj Chhabra

While everyone may understand the importance of financial planning, most presentations are centered around retirement planning. However, attorneys have other concerns such as student loans, starting a family, and reducing their taxes as their careers advance. The seminar is approved for 1.2 CLEs and covers the following:

· Retirement Planning Strategies

· Family Planning

· Tax Reduction Strategies

· Student loan repayment strategies

· Estate Planning Strategies

· Planning for aging parents

· Budgeting

To reserve a spot: call us at 973.321.3469 or email us at Andriy.Hrubiy@ampf.com

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

Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney.

Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights reserved. 3084473ACMR0620

Past events

The SECURE Act: 5 Key Considerations

  • Niraj Chhabra, Financial Advisor - Ameriprise
  • Niraj Chhabra

Learn how the SECURE Act - Setting Every Community Up for Retirement Enhancement - enacts significant changes to the nation's retirement system. Today's sessio will focus on five key considerations of the SECURE Act and how this law may affect your financial plan. Some of the topics we will cover include:

  • The new age requirements for RMDs
  • Distribution options for beneficiaries
  • Age limitations on traditional IRAs
  • Flexibility around 529 plans
  • Changes to rules around retirement distributions for births and adoptions
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.

How to cover long-term care or chronic care costs

  • Rich Rothenberger, Regional Vice President - RiverSource Life Insurance Company
  • Niraj Chhabra

Attend our complimentary informational seminar to discuss solutions, including life insurance with optional riders, to help you manage long-term care costs in retirement.