At Tiras Wealth Management, we believe thoughtful planning extends beyond finances alone. Helping families stay organized, prepared, and informed around life’s many details is an equally important part of long-term planning and peace of mind.
Life gets busy, and over time important documents, account information, passwords, contacts, and other key details can easily become scattered across filing cabinets, folders, emails, desk drawers, and “safe places.”
We’re excited to invite you to a special virtual event: Family Love Letter.
Presentedby Neuberger Berman, this seminar is designed to help families create a central place for the information that matters most and develop a simple roadmap that can make life easier for themselves and those they care about.
During the presentation, we’ll discuss:
• Organizing personal and financial records
• Creating a central place for documents, contacts, account information, and more
• Reducing stress and confusion during unexpected situations
• Simple steps you can take to become more proactive
• Capturing information and personal wishes in a meaningful way
Event Details:
• Tuesday, June 23, 2026
• 1:00 – 2:00pm CST
• Virtual Teams Meeting
RSVP: Please email us at tiraswealthmanagement@ampf.com by Monday, June 22 to receive the link to join.
This is an informational seminar. There is no cost or obligation.
Neuberger Berman and its representative are not affiliated with Ameriprise Financial.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
8970575ACMR0626