2023 Seminar Series: Spring Clean your Finances Date: Thursday, March 21, 2024 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh, Director, Advisor Advancement Institute, New York Life Hosted By: Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: · Organizing different forms/statements · Budgeting, cash management tools · Retirement (contributions, asset allocation, education, etc.) Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 4977291 Click here to join Password: Seminar1! Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend.