Past events

Books & Bourbon - Southlake, TX Event

CDT

Classic Wine, 2875 Market Loop, Southlake, TX 76092

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

CDT

LifeBranch Wealth Partners, 422 N. Rand Rd., North Barrington, IL 60010-1496

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

CDT

You must RSVP to receive access credentials for this event or seminar.

Karen Drancik, Business Development Advisor - Neuberger Berman

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.