The Family Love Letter
Cheri Brooks , CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
Ameriprise Financial Services
Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions:
• What do you have today?
• Where is it located?
• Who do you contact?
This is an informational event. There is no cost or obligation.
Neuberger Berman is not affiliated with Ameriprise Financial Services, LLC.
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.