Cody O'Keefe, APMA®, Financial Advisor - Ameriprise Financial Services, Inc.
Monika L. Reyes, CFP®, CFS®, APMA®, Financial Advisor
Actionable strategies and an exploration of options for your portfolio
During this complimentary seminar, you'll learn actionable strategies that can help you:
- Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
- Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
- Create a meaningful legacy today — and for when you're gone.
To reserve a spot:
call us at 916.677.1640 or email us at Cody.Okeefe@ampf.com