Financial Planning: A personal guide Date: Wednesday, April 16, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Carson Andersen, Financial Advisor, CFP®, CPA, APMA™, CEPA® - Align Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Align Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.