Family Wealth Management: Generational Wealth Conversations Date: Wednesday, July 31, 2024 Time: 11:00 AM - 11:45 AM PDT Join this event online Presented By: Liz Flint, Business Development Consultant - MFS Hosted By: Merit Wealth Management As you set and then communicate goals for your family, these three things can help: Understanding why transfers of wealth often "fail." Being familiar with what planning steps you can take to help avoid these common and costly mistakes. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. Join us for a complimentary session where we’ll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.