Family Love Letter Date: Tuesday, November 19, 2024 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Karen Drancik , Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Jason LeBlanc, Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - What the Family Love Letter Is o A roadmap for the next generation o Stories, hopes, & desire…in the event of incapacity or loss o The link to the “voice of family dynamics” - What is the purpose? o To preserve relationships o Provide security o This is not a legal document but a SYSTEM to gather information o The longer we live, the longer, deeper and wider our paper trail There is no obligation or cost for this event. Karen Drancik and Neuberger Berman Advisor Institute are 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 a financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2024 Ameriprise Financial LLC. All rights reserved. 6530236ACMR042024