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SEMINARS

• 30-second sight test that can detect problems with blindness. The next big target – your IRAs and 401(k)
We’ll also discuss:
Tuesday, March 29, 10 a.m., CCAN
• Sweeping changes recently signed into law which dramati-
cally alter Social Security filing strategies, and the options Hosted by: DMJ & Associates
still available to you. Purchase your $1 ticket online or at the Member Services Office.

• Reasons your common sense can beat the Wall Street Presented by Dan Johnson, CEP and Retirement Specialist
“Big Shots” and, more importantly, how to use it to your
advantage! Retirement accounts are often the largest assets for many
Americans. However, most people are not aware of the crippling
• The simple solution that makes you and your family a win- income tax and asset protection threats now facing them and
ner if you don’t need long-term care or in-home care; but, their families.
more importantly, will make you a winner if you do need it!
Join us to learn the truth about:
Door prizes galore and refreshments will be served!
For more details or if unable to attend but would still like to • Reducing income taxes for you and your family during your
learn more, please call (512) 258-1860 or email BTripp@ retirement years
LegaciesToday.com or visit www.LegaciesToday.com.
• How your IRA beneficiaries can maximum income tax
104 Coleto Creek Lane, Georgetown, TX 78633 “stretchout” and continue to compound your wealth
(512) 258-1860 | [email protected]
Securities and Investment Advisory Services offered through • How to protect your family from losing your IRA to a divorce,
NEXT Financial Group, Inc. Member FINRA/SIPC lawsuit, creditors, or predators
Legacies Today, LLC and www.LegaciesToday.com are not
affiliates of NEXT Financial Group, Inc. • How to protect your beneficiaries who have poor money-
management skills or special needs
Prepare for the unexpected
• Effective “Blended Family” planning options and protecting
Friday, March 25, 2:30 p.m., CCAN your legacy
Hosted and presented by: Jim Bailey, CFP®, Financial
Advisor Coffee and pastries will be served. We look forward to seeing you
Jim is An Ameriprise Platinum Financial Services® Practice there. For more information, call our office at (512) 346-6444.
financial advisor with 27 years of experience.
Seminars continued on the next page
Join us to learn:
Health
• What is extended care?

• What are the financial and emotional costs of extended care?

• What options are available?

For more information, please call 512-527-9900, ext. #10, Denise.

This is an informational event. There is no cost obligation.

Advisor office located at 4131 Spicewood Springs Rd, Suite I-5,
Austin TX 78759.

Before you purchase, be sure to ask your financial advisor about
the insurance policy’s features, benefits, risks and fees, and
whether the insurance is appropriate for you based upon your
financial situation and objectives. Optional riders available at
an additional cost.

Neither Ameriprise Financial Services, Inc. nor its affiliates or
representatives, offer tax or legal advice. Consult with your tax
adviser or attorney regarding your specific situation.

Insurance and annuity products are issued by RiverSource
Life Insurance Company and in New York, by RiverSource
Life Insurance Co. of New York, Albany, New York. These
companies are affiliated with Ameriprise Financial Services,
Inc. Only Life Insurance Co. of New York is authorized to sell
insurance and annuities in New York.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2015 Ameriprise Financial, Inc. All rights reserved.

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