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Event Name:
Are You Really Prepared? Financial & Estate Planning Insights for Every Stage of Retirement
Description

Join us for a practical, interactive session designed for individuals and families who want to take control of their financial future. Whether you’re approaching retirement or already enjoying it, this webinar will help you uncover common blind spots, avoid costly mistakes, and gain clarity on how financial and estate planning work together.

You’ll hear from both a private wealth advisor and an estate planning attorney, each sharing actionable strategies to help you protect your assets, minimize taxes, coordinate your legacy, and ensure your wishes are carried out.

Financial Insights for Every Stage of Retirement

Presented by: Matt MacLean, Private Wealth Affirm Wealth Advisors

Estate Planning Insights for Every Stage of Retirement

Presented by: Scott Rowan, Estate Planning, Probate, and Trust Attorney

Co-Hosted By: Affirm Wealth Advisors & Cavanagh Law Firm, P.A.

Event Date:
02-10-26
Event Time:
12:00 PM - 01:00 PM MST
Location:
Microsoft Teams
Contact Person:
Nicole Di Modica
(phone: 6239723133)
Details:

This is an informational seminar. There is no cost or obligation.

Scott Rowan and Cavanagh Law Firm, P.A. is not affiliated with Ameriprise Financial Inc.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.