Family Love Letter Date: Tuesday, November 19, 2024 Time: 3:00 PM - 4:00 PM EST Join this event online Presented By: Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: South Shore Wealth Management Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: What the Family Love Letter Is - A roadmap for the next generation - Stories, hopes, & desire…in the event of incapacity or loss - The link to the “voice of family dynamics” What is the purpose? - To preserve relationships - Provide security - This is not a legal document but a SYSTEM to gather information - The longer we live, the longer, deeper and wider our paper trail There is no obligation or cost for this event. Karen Drancik and Neuberger Berman Advisor Institute are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by a financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2024 Ameriprise Financial LLC. All rights reserved. 6530236ACMR042024
Economic and Market Outlook Date: Tuesday, October 15, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: South Shore Wealth Management Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, you will learn about: How recent events can impact your finances The factors that may contribute to market volatility Strategies to help weather market uncertainty 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial Inc. All rights reserved. 6613052ACMR0524
Understanding Medicare Date: Tuesday, September 17, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock Hosted By: South Shore Wealth Management Sponsored By: Ameriprise Financial Services, LLC During this presentation we will be discussing the following: History of Medicare Medicare parts and when to enroll Medicare costs Medigap Medicare Advantage Working past 65 This is an informational seminar. There is no cost or obligation. Sponsored by John Hancock. John Hancock and its representatives are not affiliated with Ameriprise Financial. 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. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2024 Ameriprise Financial LLC. All rights reserved. 6608811ACMR0524