Upcoming events

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • Ruben Gonzalez, Retirement Director - Janus Henderson Investors
  • Derek Hassenpflug, CFP, ChFC, Branch Manager
  • Ameriprise Financial Services, LLC

During thiscomplimentary session, we’ll discuss the Five Lessons of Successful WealthTransfers:

- Utilizing a Document Location System

- Appointing the Right Agents, Executors and Trustees

- Rationalizing Amounts, Timing and Structures

- Preparing and Educating Heirs

- Managing Estate Taxes
To reserve a spot: call us at 513.984.9700 or email us at kimberly.schlomer@ampf.com

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

Janus Henderson Investors 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 of value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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