Virtual Event: Planning for the Unexpected
Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
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 De Sena, CFP®, MBA, Private Wealth Advisor. Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
- Edward Wollman, Board Certified Wills, Trusts and Estates Attorney. Wollman, Gehrke & Associates, PA
- Adam Corcoran, Director of Business Development. Golden Care.
- Brent Bayes, Senior Director of Sales and Marketing. 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.
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