Books & Bourbon - Southlake, TX Event Date: Friday, June 13, 2025 Time: 4:00 PM - 6:30 PM CDT Location: Classic Wine, 2875 Market Loop, Southlake, TX 76092 Hosted By: Morgan Nichols, Private Wealth Advisor, CFP®, BFA™, CRPC™, APMA™, LifeBranch Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC We are thrilled to announce the launch of our book, Intentional Legacy, co-written by Morgan Nichols and Kelly Bays. LifeBranch Wealth Partners would be honored to host you as our guest to celebrate this moment with us. Please RSVP by Wednesday, June 4th. Bourbon, cocktails, and charcuterie spread will be served. There is no cost or obligation. ©2025 Ameriprise Financial, Inc. All rights reserved
Books & Bourbon - North Barrington, IL Event Date: Thursday, June 5, 2025 Time: 4:00 PM - 6:30 PM CDT Location: LifeBranch Wealth Partners, 422 N. Rand Rd., North Barrington, IL 60010-1496 Hosted By: Kelly Bays, Private Wealth Advisor, CFP®, BFA™, CRPC™, APMA™, LifeBranch Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC We are thrilled to announce the launch of our book, Intentional Legacy, co-written by Morgan Nichols and Kelly Bays. LifeBranch Wealth Partners would be honored to host you as our guest to celebrate this moment with us. Please RSVP by Wednesday, May 28th. Bourbon, cocktails, and charcuterie spread will be served. There is no cost or obligation.©2025 Ameriprise Financial Services, LLC. All rights reserved
Family Love Letter Webinar Date: Thursday, April 10, 2025 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar. Presented By: Karen Drancik, Business Development Advisor - Neuberger Berman Hosted By: LifeBranch Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Learn more about what we believe to be an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. Please RSVP by Tuesday, April 8, 2025. This is an informational seminar. There is no cost or obligation. Neuberger Berman and its representatives are not affiliated with Ameriprise Financial. 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.