Strategies to help you make an impact with your estate Date: Thursday, June 12, 2025 Time: 12:00 PM - 12:30 PM EDT ONLINE EVENT PASSCODE: Passcode: XX9rg36M Join this event online Presented By: Caitlin Kerswell, Financial Advisor - Crestpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Crestpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.