• Webinar: Plan for the future. How an estate plan helps put you in control.

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    Name: Webinar: Plan for the future. How an estate plan helps put you in control.
    Date: July 31, 2019
    Time: 3:00 PM - 4:00 PM EDT
    Event Description:
    Wednesday, July 31, 2019

    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.

    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.

    To reserve a spot: email us at bishana.shipp@ampf.com

    Contact Information:
    Becky Tolbert at rebecca.l.tolbert@ampf.com or 919-874-0024, ext. 115
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