Local Financial Advisor Hosts Oconomowoc Seminar on Beneficiary Planning, Passing IRAs on to Heirs
Oconomowoc, Wis. - Tom Hille, CFP®, a Private Wealth Advisor with Ameriprise Financial, will host a seminar on beneficiary planning and passing IRAs to heirs May 14, 2014, from 5 to 7 p.m. The seminar, “When to Sweat the Small Stuff – Beneficiary Planning and Inherited IRAs,” will address the multitude of details involved in passing IRAs and other investments to heirs or designated beneficiaries, and include guest speaker Ben Marcelliano, of Lord, Abbett & Co., LLC.
The seminar will be held at the Oconomowoc Lake Club, 4668 Lake Club Circle, Oconomowoc. Space is limited, so please call (262) 785-1010 to reserve your seat. There is no cost or obligation to attend.
As a Private Wealth Advisor, Hille provides customized financial advice that is anchored in a solid understanding of client needs and expectations, and provided in a one-on-one relationship with his clients. For more information, please contact Tom Hille at (262) 785-1010 or visit the Ameriprise office at 16650 W. Bluemound Road, Suite 800, Brookfield.
At Ameriprise Financial, we have been helping people feel confident about their financial future for over 115 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit ameriprise.com or http://www.ameripriseadvisors.com/tom.hille/.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
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