Upcoming events

2021 SEMINAR SERIES: Talking With Your Spouse – Creating Financial Harmony

  • Ajamu C. Loving, Ph.D. , Advisor Education Consultant - Delaware Investments
  • Heartfire Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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

Past events

2021 SEMINAR SERIES: King Lear, 'Tony Soprano' and the Lessons of Wealth Transfer

  • Seminar1!
    • Join this event online
  • Taylor Pluss, Retirement Director - Defined Contribution and Wealth Advisor Services - Janus Henderson Investors
  • Heartfire Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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