Complimentary Estate Attorney 1-on-1 Meetings Date: Friday, September 27, 2024 Time: 9:00 AM - 4:00 PM EDT Location: Inspired Capital office, 3600 Glenwood Ave., Suite 130, Raleigh, NC 27612 Hosted By: Inspired Capital, a private wealth advisory practice of Ameriprise Financial Services LLC Need to create or update your estate documents? Let us help make it easy for you! We are reserving one-hour meetings in our office with estate attorney, Christopher Morden of Monroe, Wallace, Morden & Sherrill, P.A. During this meeting you will have the opportunity to review your estate planning documents.If you would like to schedule a complimentary meeting, please contact our office. Appointments are limited. To reserve a spot: email us at inspiredcapital@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Monroe, Wallace, Morden & Sherrill P.A. and its representatives are not affiliated with Ameriprise Financial Services, LLC
Retain Your Brain: How to Age Proof Your Most Valuable Asset Date: Tuesday, July 16, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: JOHN DEIHL, CFP®, CLU®, CHFC®, Senior Vice President - Hartford Funds Hosted By: Ameriprise Financial Services LLC Hartford Funds and its representatives are not affiliated with Ameriprise Financial.
Volunteer with Food Bank CENC Date: Friday, June 7, 2024 Time: 1:00 PM - 4:00 PM EDT Location: Food Bank CENC, 1924 Capital Blvd, Raleigh, NC 27604 Hosted By: Inspired Capital, a private wealth advisory practice of Ameriprise Financial Services LLC Join Inspired Capital in working to end hunger in our community! Making a difference together.
Join Us For Wine Tasting Date: Thursday, May 16, 2024 Time: 6:00 PM - 8:00 PM EDT Location: Zinc House Winery and Brewery, 6625 Wake Forest Hwy, Durham , NC 27703 Hosted By: Sean Flanigan, Branch Manager - Raleigh Branch of Ameriprise Financial Join Us for Wine Tasting. There is no obligation or cost for this event. Advisor office located at 3600Glenwood Ave Suite 130- Raleigh, NC 27612- 919.851.1011 Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc.All rights reserved. 6543224ACMR0424
Complimentary Estate Attorney 1-on-1 Meetings Date: Friday, May 3, 2024 Time: 8:00 AM - 4:00 PM EDT Location: Inspired Capital office, 3600 Glenwood Ave, Suite 130, Raleigh, NC 27612 You must RSVP to receive access credentials for this event or seminar Hosted By: Inspired Capital, a private wealth advisory practice of Ameriprise Financial Services LLC Need to create or update your estate documents? Let us help make it easy for you! We are reserving one-hour meetings in our office with estate attorney, Christopher Morden of Monroe, Wallace, Morden & Sherrill, P.A. During this meeting you will have the opportunity to review your estate planning documents. If you would like to schedule a complimentary meeting, please contact our office. Appointments are limited. Monroe, Wallace, Morden & Sherrill P.A. and its representatives are not affiliated with Ameriprise Financial Services, LLC
Family Love Letter - How Every Family Can Prepare Date: Tuesday, April 23, 2024 Time: 11:30 AM - 1:30 PM EDT Location: 3600 Glenwood Ave., Suite 130, Raleigh, NC 27612 Join this event online Presented By: Karen Drancik, Senior Vice President - Neuberger Berman Hosted By: Inspired Capital, a private wealth advisory practice of Ameriprise Financial Services LLC We will watch the virtual event and have a follow-up discussion with Private Wealth Advisor, Adam Whitesell, CFP®, APMA®, CRPC®, CEP®. As a Certified Estate Planner™, Adam can help further clarify how to prepare your information and wishes in such a way to make the estate settlement process as smooth as possible for your loved ones. Lunch will be provided. This is an informational seminar. There is no cost or obligation. Neuberger Berman and its representatives are not affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.