How an estate plan puts you in control Date: Tuesday, May 21, 2024 Time: 12:00 PM - 12:45 PM Location: Presented By: Daniel J. Dougherty, Financial Advisor - Atlantic Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services Hosted By: Atlantic Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. To reserve a spot: call us at 207.289.1005 or email us at daniel.j.dougherty@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.© 2024 Ameriprise Financial, Inc. All rights reserved.
Prepare Don't Predict Date: Tuesday, February 20, 2024 Time: 12:00 PM - 1:00 PM EST ONLINE EVENT PASSCODE: anxNQx Join this event online Presented By: Laura Nardone, VP Regional Coordinator - PGIM Investments Hosted By: Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
7 Things No One Tells You About Retirement Date: Thursday, November 30, 2023 Time: 12:00 PM - 12:30 PM EST Join this event online Presented By: Russ Gentile, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Atlantic Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
Women, Wealth, and Wisdom - Estate planning case study Date: Thursday, November 16, 2023 Time: 12:00 PM - 12:30 PM EST Join this event online Presented By: Brooke Baker, Business Development Consultant - John Hancock Investment Management Hosted By: Atlantic Wealth Planning Group
Market Intelligence Date: Monday, November 6, 2023 Time: 12:00 PM - 12:30 PM EST Join this event online Presented By: Jason McKinney, SVP, Business Consultant - John Hancock Investment Management Hosted By: Atlantic Wealth Planning Group