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Planning for the future: An approach for your whole family

Dora Riley, Financial Advisor - Align Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Align Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:
- Help you consider what leaving a legacy means
- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
- Highlight how an advisor can help you work through important financial issues with your family and loves ones
To reserve a spot: call us at 270.684.8424 or email us at brittney.restivo@ampf.com
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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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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