Estate Planning and the Family Love Letter: How to Get Your Affairs in Order, Plan for the Future, and Gain Control
Event: Thursday, January 23, 2020
Please join Protorae Law and EBA Wealth Strategies, a private wealth advisory practice of Ameriprise Financial Services, Inc. for a special event, Estate Planning and the Family Love Letter: How to Get Your Affairs in Order, Plan for the Future, and Gain Control, on Thursday, January 23, 2020 from 6:00pm – 8:00pm.
Complimentary Parking and light refreshments will be provided.
During this complimentary seminar, you’ll learn:
- Ways to care for the people you love, even after you’re gone;
- How to leave behind a lasting, meaningful legacy;
- Receive a workbook to get organized and simplify things for your family;
- An introduction or refresher on estate planning basics;
- How to avoid the most common estate planning mistakes; and
- When you need to review and update your estate plan.
Speakers:
David M. Knasel
Member, Protorae Law PLLC
Dave Knasel is a member of Protorae Law and leads the firm’s Trusts and Estates practice. In addition to Estate Planning and Administration, he also practices in the areas of Corporate and Business Entities, Business Transactions, as well as Business Succession Planning where he counsels clients in a variety of business and estate matters. In every engagement, Dave seeks to be a trusted advisor to his clients, guiding them through the legal process, and helping them achieve their goals.
Christine M. Emond
Private Wealth Advisor, EBA Wealth Strategies
As a Private Wealth Advisor with a Master of Science Degree in Personal Financial Planning, Chartered Retirement Planning CounselorSM, Certified Long Term Care® practitioner, and Accredited Portfolio Management AdvisorSM, Christine works with clients to develop, implement, and track retirement income distribution strategies, investment management, and intergenerational wealth transfer planning. Her career has offered her the opportunity to speak to a variety of publications and corporations. She has been affiliated with Ameriprise Financial since 1990.
Harvey Berger
Private Wealth Advisor, EBA Wealth Strategies
As a Private Wealth Advisor, Business Financial Advisor, and Certified Financial Planner® practitioner, Harvey works with clients to develop, implement, and track retirement income distribution strategies, investment management, and intergenerational wealth transfer. Harvey was named to the list of “Best-in-State Wealth Advisors” published by Forbes magazine for 2019. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business. He has been affiliated with Ameriprise Financial since 1994.