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Mastering your money mindset

EDT

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Director of Practice Management in the Advisor Advancement Institute

New York Life Investments

Mastering your money mindset

When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning.

Key take aways from the presentation

• Understanding your money emotions

• Accepting the past

• Learning the language of money

• Making a plan

• Planning for “setbacks”
For more information: call us at 401.681.4616

Tax Planning Strategies for the Current Landscape

EDT

Join this event online

Jason Keller, CFP® , Senior Wealth Planning Specialist

Franklin Templeton Academy

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.

For more information: call us at 401.861.4616 or email us at eleven22capitalpartners@ampf.com