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Mastering your Money Mindset

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Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments

Circle in a Square Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning.

Key takeaways from the presentation:

• Understanding your money emotions

• Accepting the past

• Learning the language of money

• Making a plan

• Planning for “setbacks”

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

Sponsored by: New York Life. Thesesponsors and representatives are 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.