Spring Clean Your Finances Date: Thursday, March 21, 2024 Time: 12:00 PM - 12:45 PM CDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh, Director, Advisor Advancement Institute, New York Life Hosted By: TapRoot Advisory Group During this webinar, Janet will discuss the importance ofbeing intentional in thinking about your finances; discovering what you need,what you don’t need, and what needs changing. She’ll discuss the following: · Organizing different forms/statements · Budgeting, cash management tools· Retirement (contributions, asset allocation, education, etc.) This is aninformational seminar. There is no cost or obligation. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. AmeripriseFinancial, Inc. and its affiliates do not provide tax or legal advice. Consultyour tax advisor or attorney regarding specific tax issues. New York LifeInvestments/MainStay and its representative are not affiliated with AmeripriseFinancial, Inc. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123