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Generational wealth — understand, plan, and communicate - Building a legacy that lasts beyond a life

EDT

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DOUG ORTON, CRPC , VICE PRESIDENT, BUSINESS DEVELOPMENT CONSULTANT WITH MFS

Ameriprise Financial Services, LLC

As you set and then communicate goals for your family, these three things can help:

• Understanding why transfers of wealth often “fail” •Being familiar with what planning steps you can take to help avoid these common costly mistakes •And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes.
To reserve a spot: call us at 404.237.9229 or email us at dishawna.clark@ampf.com
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This is an informational seminar. There is no cost or obligation. MFS is not affiliated with Ameriprise Financial Investment products are not insured by the FDIC, NCUA or any federal agency, 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.8785886ACMR0326

SOCIAL SECURITY & MEDICARE: CORNERSTONES OF RETIREMENT

EDT

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JUSTIN MORSE , PRACTICE MANAGEMENT SPECIALIST - VICTORY CAPITAL

AMERIPRISE FINANCIAL SERVICES, LLC – SOUTHERN STATES REGION

SOCIAL SECURITY & MEDICARE: CORNERSTONES OF RETIREMENT

To reserve a spot: call us at 404.237.9229 or email us at dishawna.clark@ampf.com
RSVP Online

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

VictoryCapital and its representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value.

Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved.