Plan to Give More/Estate Planning

Date and Time

Wednesday Oct 5, 2016
6:00 PM - 8:00 PM EDT

 

 

Wednesday, October 5, 2016

6:00 p.m. – 8:00 p.m.

Location

Country Club of Orlando

1601 Country Club Drive, Orlando, FL 32804

1601 Country Club Drive Orlando FL 32804

Fees/Admission

No Admission - please feel free to RSVP for a friend/co-worker/family member/etc...

Contact Information

Space is limited. Please make a reservation by Friday, September 30th for you and up to 4 guests. Call 407.241.4237 or email Lori.Welch@ampf.com
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Plan to Give More/Estate Planning

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Description

Wanda M. Decker, Financial Advisor, Vice President,

Ameriprise Financial Services, Inc.

Presented by:

Paul Samuels, JD, LL.M, CLU®, ChFC®, CRPS®, Director, Advanced Strategies

RiverSource Life Insurance

The presentation will discuss these areas:

  • Control how your estate is distributed
  • Give to loved ones or charities important to you
  • Help reduce taxes and leave a larger legacy

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