Upcoming events

Estate planning for women. How an estate plan puts you in control.

EDT

Dial In (audio only): 612-351-0276 Conference ID: 199 076 809

Join this event online

Shawn-Thomas Franklin, Financial Advisor - Whitlock Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Bennett C. Whitlock III, CRPC®, Private Wealth Advisor | Chief Executive Officer - Whitlock Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

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.
  • Overcome the unique estate planning challenges faced by women.
For more information: call us at 703.492.7732 or email us at whitlockwealth@ampf.com
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Past events

EMPOWER, ELEVATE, ACHIEVE: Financial Guidebook for Women

EDT

Dial In (audio only): 612-351-0276 Conference ID: 208 803 975

Join this event online

Alexandra Nawoichik, CDFA®, Lead Practice Management Specialist - Putnam

Bennett C. Whitlock III, CRPC®, Private Wealth Advisor | Chief Executive Officer - Whitlock Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss the unique financial challenges that women face, including:

· Women’s surging economic power

· Preparing for your financial future

· Financial life stages

· How to take action

Not Federally Insured | No Financial Institution Guarantee | May Lose Value

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

Putnam and misrepresentatives not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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