Planning for the future: An approach for your whole family Date: Wednesday, November 1, 2023 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Wesley Peltzer, Associate Financial Advisor, MBA - Jochim & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Jochim & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.