Just a reminder: if you have not already, RSVP by February 3rd by calling or texting Carrie at (239) 893-7472, or email her at carrie.coats@ampf.com.

One of the benefits of estate planning is the sense of security and comfort it can bring. We’ll provide guidance on how to navigate the estate planning processing with the potential Trump Administration changes & highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love.

When: February 5, 2025, 9:00 a.m.

Where: Ameriprise Financial, 914 Park Avenue, Suite B, Marco Island, FL 34145

Refreshments will be served.

Hosted by: Brad Bersh, MBA, Financial Advisor, Managing Director with The Marco Island Group,a financial advisory practice of Ameriprise Financial Services, LLC; and Carrie Coats, Financial Advisor, Associate Vice President with Ameriprise Financial, Naples, FL