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Richardson Private Wealth Advisors - Ameriprise Financial - Logos

Living Well Today and Tomorrow

Presented By: James M. Richardson, CFP® ChFC®, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, Private Wealth Advisor – Richardson Private Wealth Advisors

Hosted By: Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial, Inc.

Actionable strategies and an exploration of options for your portfolio

During this complimentary seminar, you’ll learn actionable strategies that can help you:

  • Look at ways to make the most of your income. For example, we’ll discuss how to maximize your workplace benefits.
  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Maintain financial balance by being prepared for risks and unexpected events; we’ll outline what types of insurance may make sense for you.
  • Create a meaningful legacy today. For example, we’ll identify the most important documents you should have in order.

To reserve a spot: email us at bishana.shipp@ampf.com or make your reservations online.