Planning for the future: An approach for your whole family Date: Thursday, October 24, 2024 Time: 5:30 PM - 7:00 PM EDT Location: Harraseeket Inn, 162 Main St, Freeport, ME 04032 Presented By: Leigh D. Daggett, APMA®, CLU®, ChFC®, Financial Advisor with Daggett & Associates, A financial advisory practice of Ameriprise Financial S - affiliated Hosted By: Leigh D. Daggett, APMA®, CLU®, ChFC® Financial Advisor with Daggett & Associates, A financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Federated Hermes When you regularly talk withyour family about money, you can work together toward a lifetime of financialconfidence. This complimentary session will: · Help you consider what leaving a legacy means · Introduce the Ameriprise Family Legacy Planner as a tool you canuse to start your family conversations · Highlight how a financial advisor can help you work though important financial issues with your family and loved ones Special Guest, Estate Attorney Caitlin LoCascio-King, will join us for a question-and-answer session after the presentation. This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Federated Hermes. Federated Hermes, LoCascio-King Law and their representatives are not affiliated with Ameriprise Financial Inc. 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. © 2023 Ameriprise Financial, Inc. All rights reserved.
Planning for the future: An approach for your whole family Date: Thursday, October 24, 2024 Time: 2:30 PM - 4:00 PM EDT Location: Harraseeket Inn, 162 Main St, Freeport, ME 04032 Presented By: Leigh D. Daggett, APMA®, CLU®, ChFC® , Financial Advisor with Daggett & Associates, A financial advisory practice of Ameriprise Financial S - affiliated Hosted By: Leigh D. Daggett, APMA®, CLU®, ChFC® Financial Advisor with Daggett & Associates, A financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Federated Hermes When you regularly talk withyour family about money, you can work together toward a lifetime of financialconfidence. This complimentary session will: · Help you consider what leaving a legacy means · Introduce the Ameriprise Family Legacy Planner as a tool you canuse to start your family conversations · Highlight how a financial advisor can help you work though important financial issues with your family and loved ones. Special Guest, Estate Attorney Caitlin LoCascio-King,will join us for a question-and-answer session after the presentation. This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Federated Hermes. Federated Hermes, LoCascio-King Law and their representatives are not affiliated with Ameriprise Financial Inc. 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. © 2023 Ameriprise Financial, Inc. All rights reserved.
Why Social Security Matters: And How to Get the Most Out of It Date: Thursday, October 17, 2024 Time: 2:30 PM - 3:30 PM EDT Join this event online Presented By: Robert Kron, CFP®, Managing Director, Advisor Education, at Nuveen - Nuveen Hosted By: Leigh D. Daggett, APMA™, CLU®, ChFC® Financial Advisor with Daggett & Associates, A financial advisory practice of Ameriprise Financial Services, LLC 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Nuveen and its representatives are not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Thursday, May 16, 2024 Time: 5:30 PM - 7:00 PM EDT Location: Harraseeket Inn, 162 Main St. , Freeport, ME 04032 Presented By: Leigh D. Daggett, APMA™, CLU®, ChFC® , Financial Advisor - Affiliated Hosted By: Daggett & Associates, A financial advisory practice of Ameriprise Financial Services, LLC Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Thursday, May 16, 2024 Time: 2:30 PM - 4:00 PM EDT Location: The Harraseeket Inn, 162 Main St., Freeport, ME 04032 Presented By: Leigh D. Daggett, APMA™, CLU®, ChFC® , Financial Advisor - Affiliated Hosted By: Daggett & Associates, A financial advisory practice of Ameriprise Financial Services, LLC Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.