Planning for the Unexpected: You can't predict the future, but we can help you plan for it
A Savvy Senior Series panel discussion featuring:
- Joseph S. De Sena, CFP®, MBA. Private Wealth Advisor with Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc
- Edward Wollman. Board Certified Wills, Trusts and Estates Attorney with Wollman, Gehrke & Associates, PA
- Adam Corcoran. Director of Business Development with Golden Care
- Brent Bayes. Senior Director of Sales and Marketing with The Arlington Naples
This is an informational event. There is no cost or obligation. Third party companies mentioned and their representatives are not affiliated with Ameriprise Financial, Inc .Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.