ChamberByPhone.mobi

Event Name:
Generational Wealth: Understand, Plan and Communicate
Description
Hosted By: Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC
Presented By: Mike Gombrich, Private Wealth Advisors & Garrett Smith, Financial Advisor

Discover why some wealth transfers fail and how thoughtful planning and open communication can make all the difference. This seminar will help you identify common pitfalls, create a solid plan, and engage your family in meaningful conversations about your legacy.

To reserve a spot: call us at 623.972.3133 or visit affirmwealthadvisors.com.
You must RSVP to receive access credentials for this event or seminar
Event Date:
12-02-25
Event Time:
12:30 PM - 01:00 PM MT
Location:
Microsoft Teams
Contact Person:
Nicole Di Modica
(phone: 6239723133)
Details:

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.