Upcoming events

Family Wealth Management: Generational Wealth Conversations

PDT

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Liz Flint, Business Development Consultant - MFS

Merit Wealth Management

As you set and then communicate goals for your family, these three things can help:

  1. Understanding why transfers of wealth often "fail."
  2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes.
  3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes.

Join us for a complimentary session where we’ll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future.

To reserve a spot: call us at 949.304.1621 or email us at kennedi.evenson@ampf.com
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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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Plan to give more (Estate planning)

PDT

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Nicholas Collins, Regional Vice-President - RiverSource Life Insurance

Johny Makhijani, Financial Advisor

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any federal institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021-2024 Ameriprise Financial, Inc. All rights reserved.

Retain Your Brain: How to age-proof your most valuable asset

PDT

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John Diehl, Senior Vice President - Hartford Funds

Merit Wealth Management

Hartford Funds and its representatives are not affiliated with Ameriprise Financial.