Upcoming events

Strategic Financial Planning: The Key to Retiring Well

EDT

Villanova University, Bartley Hall - Room 032 , 800 E. Lancaster Ave, Villanova, PA 19085

Donald DelMonte, CFP®, ChFC® and William H Eldridge, ChFC®, CLU®, Financial Advisor | Managing Director

First American Financial, A financial advisory practice of Ameriprise Financial Services, LLC.

This four-night seminar will be held April 6th, 13th, 20th and 27th.

Topics Include:

  • Determining how much money you may need to retire.
  • Strategies for controlling health-care costs.
  • Turning 401(k) and IRAs into tax efficient income in retirement.
  • Understanding investment strategies and alternatives.
  • Estate planning strategies for transferring assets to loved ones and charities of your choice.
  • Strategies for keeping Social Security off your tax return.
To reserve a spot: call us at 856.988.9113 or email us at kelsey.lee@ampf.com

Past events

Strategic Financial Planning: The Key to Retiring Well

EST

Camden County College , Rohrer Center, 1889 Rt. 70 East, Cherry Hill, NJ 08003

Donald DelMonte, CFP®, ChFC® and William H Eldridge, ChFC®, CLU®, Financial Advisor | Managing Director

First American Financial, A financial advisory practice of Ameriprise Financial Services, LLC.

This four-day seminar, March 4th, 11th, 18th, and 25th introduces you to concepts and strategies that may help you spend your retirement comfortably and in control of your finances. This informational seminar will focus on money management strategies and lifestyle issues facing retirees. You will hear strategies that could help you manage your investments and retirement plan. The seminar will also discuss the effects of inflation and the possible costs of long-term care. The information is designed to help you prepare for a comfortable retirement.

Your presenter provides information that is current, comprehensive, and noncommercial. The seminar has been carefully designed to provide the information you may need, without overloading you with unnecessary financial jargon.

Strategic Financial Planning: The Key to Retiring Well

EST

Shawnee High School, 600 Tabernacle Rd. , Medford, NJ 08055

Donald DelMonte, CFP®, ChFC® and William H Eldridge, ChFC®, CLU®, Financial Advisor | Managing Director

First American Financial, A financial advisory practice of Ameriprise Financial Services, LLC.

This four-night seminar, March 2nd, 9th, 16th, and 23rd introduces you to concepts and strategies that may help you spend your retirement comfortably and in control of your finances. This informational seminar will focus on money management strategies and lifestyle issues facing retirees. You will hear strategies that could help you manage your investments and retirement plan. The seminar will also discuss the effects of inflation and the possible costs of long-term care. The information is designed to help you prepare for a comfortable retirement.

Your presenter provides information that is current, comprehensive, and noncommercial. The seminar has been carefully designed to provide the information you may need, without overloading you with unnecessary financial jargon.

Strategic Financial Planning: The Key to Retiring Well

EST

Rowan University , Chamberlain Student Center, 201 Mulica Hill Rd, Glassboro, NJ 08028

Donald DelMonte, CFP®, ChFC® and William H Eldridge, ChFC®, CLU®, Financial Advisor | Managing Director

First American Financial, A financial advisory practice of Ameriprise Financial Services, LLC.

This four-day seminar, January 28th, February 4th, 11th, and 18th introduces you to concepts and strategies that may help you spend your retirement comfortably and in control of your finances. This informational seminar will focus on money management strategies and lifestyle issues facing retirees. You will hear strategies that could help you manage your investments and retirement plan. The seminar will also discuss the effects of inflation and the possible costs of long-term care. The information is designed to help you prepare for a comfortable retirement.

Your presenter provides information that is current, comprehensive, and noncommercial. The seminar has been carefully designed to provide the information you may need, without overloading you with unnecessary financial jargon.