Estate Planning Fundamentals for Beneficiary Designations (SBR)
Help your clients plan for a lifetime financial legacy for their heirs.
Ameriprise Financial
invites you to join us for a special seminar,
Estate Planning Fundamentals for Beneficiary Designations (SBR).
Hosted and presented by Kenneth P. Siebenmorgen, CFP®, CRPC®, Financial Advisor with Siebenmorgen and Associates, A private wealth advisory practice of Ameriprise Financial Services, Inc.
This seminar has been approved for 1 hour of CPE credit.
During this complimentary seminar, we will cover these topics:
- The key role beneficiary designations play in IRA wealth transfer.
- IRA beneficiary designation options, including the Ameriprise Financial Special Beneficiary Restriction.
- How to help clients manage estate tax burden for themselves and their heirs.
Space is limited. Please make a reservation by Friday, June 16 for you and a guest. Call 479.478.1000 or jona.booth@ampf.com.
This is an informational seminar. There is no cost or obligation.
Please plan to attend the following seminar where lunch will be provided:
Ameriprise Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
If you have questions or concerns regarding your CPE credits, or program cancellation policy, please send a note to seminar.and.event.consulting@ampf.com.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2014 Ameriprise Financial Inc. All rights reserved.
Date and Time
Friday Jun 16, 2017
12:00 PM - 1:00 PM CDT
lunch/seminar: Thursday, June 22, 12:00 – 1:00
Location
Fort Smith Public Library
3201 Rogers Ave
Fort Smith, AR 72903
Fees/Admission
no charge