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
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