Past events

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
  • Neuberger Berman

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
  • John Hancock

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.

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