Family Love Letter - How Every Family Can Prepare
Brandee Hewett, Advisor Consultant - Neuberger Berman
Ryan Lurie Branch Manager of the Phoenix Location of Ameriprise Financial
Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing “what to do” if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss a planning tools and the importance of working with your family and advisor to document your wishes using:
• The Surviving Spouse Checklist
• The Family Love Letter
• The Life Events Checklist
This is an informational seminar. There is no cost or obligation. Sponsored by: Neuberger Berman Neuberger Berman and their 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 in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial, Inc. All rights reserved. (07/2021)
How to Stay Safe From Cyber Crime and Identity Theft
Jeff Lanza, Retired FBI Agent, Keynote Speaker
Jamie Frisone CFP®,?CRPC®,?AWMA® Regional Vice President with Ameriprise Financial Services, LLC
During this presentation, you’ll learn about:
- The impact of technology
- Understanding the threats
- Protecting you and your family
- Accountability and support
John Hancock Investment Management and its representatives are not affiliated with Ameriprise Financial. This is an informational event. There is no cost or obligation.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2021 Ameriprise Financial, Inc. All rights reserved.