Planning for the Unexpected Panel: You can\\\’t predict the future, but we can help you plan for it
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Planning for the Unexpected
You can’t predict the future, but we can help you plan for it
A Savvy Senior Series panel discussion featuring:
- Joseph S. De Sena, CFP®, MBA. Private Wealth Advisor. Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
- Edward Wollman. Board Certified Wills, Trusts and Estates Attorney. Wollman, Gehrke & Associates, PA.
- Adam Corcoran. Director of Business Development. Golden Care.
- Brent Bayes. Senior Director of Sales and Marketing. The Arlington Naples.
RSVP Required:
Please contact Alanna Morey at alanna.m.morey@ampf.com or call (239) 325-1874 to RSVP.