During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:
· Organizing different forms/statements
· Budgeting, cash management tools
· Retirement (contributions, asset allocation, education, etc.)
This is an informational seminar. There is no cost or obligation.
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.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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