Past events

Family Love Letter

EST

Join this event online

Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Duringthis 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 noobligation or cost for this event.

Karen Drancik and Neuberger Berman AdvisorInstitute are not affiliated with Ameriprise Financial.

Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by a financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value.

AmeripriseFinancial Services, LLC member FINRA and SIPC.

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