Family Love Letter - How Every Family Can Prepare Date: Wednesday, April 23, 2025 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Cheri Brooks , Managing Director | Head of Neuberger Berman Advisor Institute Hosted By: Fidant Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. To reserve a spot: call us at 859.341.1841 or email us at caroline.kisker@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Preparing for taxes in retirement Date: Wednesday, February 19, 2025 Time: 5:30 PM - 6:30 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Douglas Kisker, APMA™, CRPC™, Chief Executive Officer of Fidant Wealth Partners | Private Wealth Advisor - Ameriprise Financial Hosted By: Fidant Wealth Partners During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. This is an informational seminar. There is no cost or obligation. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.