Planning for the future: An approach for the whole family Date: Wednesday, February 15, 2023 Time: 12:00 PM - 12:30 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: Randy M. Herr, Private Wealth Advisor - Ameriprise Financial Hosted By: Ascendant Wealth Management Group When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:Help you consider what leaving a legacy meansIntroduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversationsHighlight how an advisor can help you work through important financial issues with your family and loves ones For more information: call us at 515.573.1188 or email us at ascendant@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
Knowledge is power - financial strategies for women Date: Wednesday, March 15, 2023 Time: 12:30 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Cierra Walding, Private Wealth Advisor - Ameriprise Financial Hosted By: Ascendant Wealth Management Group During this complimentary session, we'll discuss four areas that can impact women's financial lives and offer some strategies to help:Address the income gapPlan for a longer lifespanManage multiple roles and responsibilities at home, work and in the communityApproach life changes and unexpected events For more information: call us at 515.573.1188 or email us at ascendant@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.