2021 SEMINAR SERIES: Talking With Your Spouse – Creating Financial Harmony Date: Thursday, April 29, 2021 Time: 1:00 PM - 1:45 PM EDT Location: 595 Main Street , Dunedin , FL 34698 ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Ajamu C. Loving, Ph.D. , Advisor Education Consultant - Delaware Investments Hosted By: Heartfire Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’lldiscuss: -How to communicate about finances -Setting personal and financial goals -Ways to prepare for the unexpected To reserve a spot: call us at 727.734.0886 or email us at whitney.holland@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
2021 SEMINAR SERIES: King Lear, 'Tony Soprano' and the Lessons of Wealth Transfer Date: Thursday, March 25, 2021 Time: 1:00 PM - 1:45 PM ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Taylor Pluss, Retirement Director - Defined Contribution and Wealth Advisor Services - Janus Henderson Investors Hosted By: Heartfire Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC This seminar assists financial professionals and their clients in building successful wealth transfer strategies by highlighting two well-known estate battles. Topics Include: -Utilizing a document location system -Rationalizing amounts, timing and structures -Managing estate taxes -Preparing and educating heirs -Appointing the right agents, executors and trustees Please call: 1-844-621-3956 Access Code: 146 297 6593 Click this live link to join the WebEx slide presentation Meeting number: 146 297 6593 Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend.For more information: email us at desiree.m.moe@ampf.com