Events

Webinar - The Millennial Mindset: Attracting The Next Generation

Charlie Paviolitis, CIMA®, Regional Director - Delaware Funds

Nicholas B Vizzi, CFP®, CRPC®, APMA®, Private Wealth Advisor

Please join Vizzi, Cunningham & Associate, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Presented by Charlie Paviolitis, CIMA® , Regional Director with Delaware Funds

Understanding the millennial mindset provides a foundation for engaging with them. During this presentation we will discuss:

  • Events that have impacted Millennials’ perspective and behaviors
  • How Millennials invest their time, energy, and capital
  • Why this is important for you to understand and how your advisor can help

This is an informational seminar. There is no cost or obligation.

To reserve a spot: call us at 813.868.8736 or email us at Blake.Glisson@ampf.com

Delaware Funds and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

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Past Events

Wine Tasting

Santo Montalbano, CRPC, APMA Branch Manager

Please join us for a wine tasting experience in a private setting. Cheers!

Rob Schlegel, Senior Regional Director Virtus Investment Partners and Travis Conlan, Regional Director Hines Securities, Inc.

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

Paul E. Samuels, J.D., LLM, RICP, Director of Advanced Strategies, Insurance Sales Consulting Group - Riversource Insurance Company

Santo Montalbano CRPC, APMA Branch Manager

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.

Legg Mason

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.