Virtual Panel: Planning for the Unexpected

When

06/01/2020    
12:00 pm - 1:00 pm
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Virtual Event: Planning for the Unexpected

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 De Sena, CFP®, MBA, Private Wealth Advisor. Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

– 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.

 

To reserve your spot and receive meeting details, email Alanna.M.Morey@ampf.com or call (239) 325-1874, option 2.