Upcoming Events

Planning for a special needs family member

  • Karen Bothe, CRPS®, Financial Advisor - Ameriprise Financial Services, Inc.
  • Westlake, Grahl, and Glover A private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will cover key planning phases and focus areas including:

 How to set up a financial support plan for a minor or adult

 Ways to manage assets to make sure of continued financial support after the parents or guardian is gone

 Government programs that can help

To reserve a spot: call us at 916.677.1640 or email us at Katy.holdeman@ampf.com

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

Westlake, Grahl, and Glover, a private wealth advisory practice of Ameriprise Financial Services Inc. 3741 Douglas Blvd. Suite 290, Roseville, CA 95661. WGGADVISORGROUP.COM

The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. , All rights reserved. 2674076ACMR0819

Planning for a special needs family member

  • Karen Bothe, CRPS®, Financial Advisor - Ameriprise Financial Services, Inc.
  • Westlake, Grahl, and Glover A private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will cover key planning phases and focus areas including:

 How to set up a financial support plan for a minor or adult

 Ways to manage assets to make sure of continued financial support after the parents or guardian is gone

 Government programs that can help

To reserve a spot: call us at 916.677.1640 or email us at katy.holdeman@ampf.com

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

Westlake, Grahl, and Glover, a private wealth advisory practice of Ameriprise Financial Services Inc. 3741 Douglas Blvd. Suite 290, Roseville, CA 95661. WGGADVISORGROUP.COM

The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. , All rights reserved. 2674076ACMR0819

Live Conference Call Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, Inc
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Chris Shuba, Founder, Helios Quantitative Research will be available for Q&A.

Participants will receive the Forefield Market Summary article “Market Month: August" prior to the Tuesday September 10th Conference Call, which will be the basis of the Q&A.

To reserve a spot: call us at 916.677.1640 or email us at katy.holdeman@ampf.com

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

Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed b yany financial institution, and involve investment risks including possible loss of principal and fluctuation in value .

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

2550868ACMR0519

Past Events

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, Inc.
  • Westlake, Grahl, and Glover, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Chris Shuba, Founder of Helios Quantitative will be available for Q&A

Participants will receive the Forefield Market Summary article “Market Month: May" prior to the Tuesday June 11th Conference Call, which will be the basis of the Q&A.

To reserve a spot: call us at 916.677.1640 or email us at katy.holdeman@ampf.com

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

Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial.

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 in value .

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

2550868ACMR0519