Cash Flow Planning Workshop Date: Thursday, August 15, 2024 Time: 4:00 PM - 4:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Michael Costa, Financial Advisor Hosted By: Escient Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for a 30 minute workshop to help you put together a personalized cash flow plan for the next 12 months. During this workshop, we will discuss: why we recommend a September to September cash flow plan why having the right mindset will change how you manage expenses strategies to avoid seasonal expense surprises creating a simplified approach to managing your checking and savings account This is an informational seminar. There is no cost or obligation. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.