Upcoming Events

Planning for the future: An approach for the whole family

  • James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors
  • James Richardson, CFP®, ChFC®, APMA®, Private Wealth Advisor

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones
To reserve a spot: or email us at bishana.shipp@ampf.com