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The Hidden Costs of Aging

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Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy

Morgan Wealth Advisory Group - A private wealth advisory practice of Ameriprise Financial Services, LLC

The important conversations you need to have about care andhousing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations
• Explore common care and housing options as we age
• Identify considerations to help formulate a thoughtful plan

For more information: email us at morganwealthag@ampf.com

This is an informational seminar. There is no cost or obligation.

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc.

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.