Strategic Financial Planning: The Key to Retiring Well - Saturdays Date: Saturday, September 23, 2023 Time: 10:00 AM - 12:30 PM EDT Location: Camden County College , Room 210, 1889 Rt. 70 East, Cherry Hill, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC® , APMA® & William H Eldridge, ChFC®, CLU®, Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Saturday mornings, September 23rd, September 30th, October 7th, and October 14th from 10:00 am to 12:30 pm Topics Include Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning401(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 RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Facebook LinkedIn Twitter Email Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Strategic Financial Planning: The Key to Retiring Well - Tuesdays Date: Tuesday, September 19, 2023 Time: 6:30 PM - 9:00 PM EDT Location: RiverWinds Community Center , Room A, 1000 Riverwinds Dr , West Deptford, NJ 08086 Presented By: Donald DelMonte, CFP®, ChFC® , APMA® & William H Eldridge, ChFC®, CLU®, Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Tuesday Nights, September 19th, September 26th, October 3rd, and October 10th from 6:30 pm to 9:00pm Topics Include Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning401(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.