Page 3 - Unum 2023 Presentation
P. 3
At Ameriprise Financial,
2022 REVIEW our purpose is to help
you feel confident,
connected and in
FEBRUARY RETIREMENT ON YOUR TERMS control of your
financial life.
Covering the basics of a smart financial and investment
plan as well as identify risks and track solutions. Also
covers earnings protection and legacy building.
Teams Live Event 53 attendees
FEBRUARY ONE-ON-ONE CONSULTATIONS
ME SC MA TN
10 1 2 2
APRIL SOCIAL SECURITY
How retirement benefits are calculated, options for married couples
and divorcees, taxes and your retirement plan. Several supplemental
handouts included.
Teams Live Event 67 attendees
