Upcoming events

Getting Your Financial House in Order: Simple Steps for Clarity and Confidence

CDT

Join this event online

Leda Zukowski, Director, Advisor Advancement Institute - New York Life

Thurin, Thurin and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed.

Join us for apractical, easy-to-follow session focused on helping you bring structure toyour financial life and make more confident decisions moving forward.

During this session, we will:

  • Highlight why financial organization is the foundation of financial wellness
  • Share practical ways to organize key documents and accounts
  • Walk through how to plan intentionally for the year ahead
  • Discuss how to set meaningful, realistic financial goals
  • Provide simple habits to help you stay on track over time
For more information: call us at 952.841.8133 or email us at marisa.l.andert@ampf.com

This isan informational seminar. There is no cost or obligation.

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 and their representative are not affiliated with Ameriprise Financial, Inc.

Investment products are not insured by the FDIC, NCUA or anyfederal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.