Upcoming events

Planning for Life's Big Moments

EDT

Join this event online

Kelsea Sullivan, CIMA – Regional Director Fidelity Investments

Origin Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

  • Combining finances in relationships
  • Managing divorce or remarriage
  • Planning for education and major purchases
  • Preparing for retirement and healthcare needs
  • Caring for aging loved ones
  • Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

Please plan to join the Microsoft Teams Webinar event to register and view the presentation.

Planning for Life’s Big Moments - Click Here

For more information: call us at 434.995.5752

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

Fidelity and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.

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.

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