The Family Love Letter Date: Monday, August 25, 2025 Time: 6:00 PM - 8:30 PM CDT Location: Five Oaks Lodge, 528 E 121st Street S, Jenks, OK 74037 Presented By: Karen Drancik, Advisor Business Consultant and Senior Vice President - Neuberger Berman Advisor Institute Hosted By: RoseStone Wealth Advisors Sponsored By: Jennifer Weaver, Vice President and Senior Regional Consultant at Federated Hermes and American Centry Investments We are pleased to invite you to a special event hosted by RoseStone Wealth Advisors: the Family Love Letter Seminar, taking place on August 25th, beginning at 6:00 PM. The evening will begin with dinner at 6:00 PM at Five Oaks Lodge, located at 528 E 121st St. S, Jenks, OK 74037. At 6:30 PM, our guest speaker, Karen Drancik, Advisor Business Consultant with Neuberger Berman Advisor Institute, will lead a presentation on the Family Love Letter process and provide valuable guidance on how to begin organizing and safeguarding what matters most to your loved ones. This seminar offers a meaningful opportunity to prepare for the unexpected and help ensure your family’s peace of mind. Kindly RSVP by August 15th to de.snyder@ampf.com, including the names of any guests you wish to bring. Please feel free to invite friends or family members who may benefit from this important discussion. To reserve a spot: email us at de.snyder@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Neuberger Berman and their representatives are not affiliated with Ameriprise Financial Inc.
Family Love Letter Date: Thursday, March 6, 2025 Time: 6:30 PM - 8:30 PM CST Location: Savoie’s The Catering Place, 2441 East 70th Street, Shreveport, LA 71105 Presented By: Cheri Brooks, Advisor Business Consultant and Managing Director of the Neuberger Berman Advisor Institute. Hosted By: RoseStone Wealth Advisors RoseStone Wealth Advisors is pleased to invite you to our upcoming event, featuring Cheri Brooks, Advisor Business Consultant and Managing Director of the Neuberger Berman Advisor Institute. Cheri will be guiding you through the Family Love Letter, a thoughtful process designed to provide your loved ones with essential information during difficult times. By creating this lasting document, you can offer clarity and comfort to your family when it matters most. This is an informational seminar. There is no cost or obligation. Neuberger Berman and their representatives are not affiliated with Ameriprise Financial Inc.