Past events

Plan for the future. How an estate plan helps put you in control.

  • Russel L Phelps, Private Wealth Advisor - Ameriprise Financial Services, Inc.
  • Trinity Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, Inc.

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Making Government Benefits Work For You - Understanding Social Security and Medicare

  • Jennifer Foster, Vice President - BlackRock Investments
  • Russel Phelps, Private Wealth Advisor and Catherine Heath, Financial Advisor

BlackRock Investments and its representatives are not affiliated with Ameriprise Financial.

This is an informational seminar. There is not a cost or obligation.

Ameriprise Financial Services, LLC Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.