Plan for the Future: How an Estate Plan Helps Put You in Control
Presented By: James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner – Richardson Private Wealth Advisors
Hosted By: Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
During this complimentary seminar, you’ll learn ways to:
- Care for the people you love, even after you’re gone.
- Leave behind a lasting, meaningful legacy.
- Manage estate tax burden – for you and your heirs.