Strategic Financial Planning: The Key to Retiring Well Date: Saturday, March 8, 2025 Time: 10:00 AM - 12:30 PM EST Location: Camden County College, 1889 Rt. 70 East, Cherry Hill, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC® , APMA®, Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Saturday Mornings, March 8th, 15th, 22nd, and 29th. This class is free of any cost or obligation Topics Include: Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning 401(k)and IRAs into tax efficient income in retirement. Understanding investment strategies and alternatives. Estate planning strategies for transferring assets to loved ones and charities of your choice. Strategies for keeping Social Security off your tax return. Products from River Source and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment advisor. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Strategic Financial Planning: The Key to Retiring Well Date: Tuesday, March 4, 2025 Time: 6:30 PM - 9:00 PM EST Location: Camden County College, 1889 Rt. 70 East, Cherry Hill, NJ 08003 Presented By: Donald DelMonte, CFP®, ChFC®, APMA® , Financial Advisor | Chartered Financial Consultant Hosted By: ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC The full course consists of four 2 1/2-hour sessions on Tuesday Nights, March 4th, 11th, 18th and 25th. This class is free of any cost or obligation Topics Include: Determining how much money you may need to retire. Strategies for controlling health-care costs. Turning 401(k)and IRAs into tax efficient income in retirement. Understanding investment strategies and alternatives. Estate planning strategies for transferring assets to loved ones and charities of your choice. Strategies for keeping Social Security off your tax return. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment advisor. Ameriprise Financial Services, LLC. Member FINRA and SIPC.