Planning for the future: An approach for the whole family
Brad Holland, Courtney Brandt, Brian Losh, Ron Hammond, and Mary Terry, Financial Advisor - Ameriprise Financial
Ascendant Wealth Management Group, A private wealth advisory practice of Ameriprise Financial, Inc.
When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:
- Help you consider what leaving a legacy means
- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
- Highlight how an advisor can help you work through important financial issues with your family and loves ones