Estate Planning and Trusts

Estate Planning 101

Estate Planning 101


Shape the future. Legacy planning strategies from Ameriprise Financial.


You’ve worked hard to get where you are. Now you can focus on taking control of your retirement dollars and your estate plan.


Many Ameriprise Financial clients have learned about ways to both provide for their heirs and make a difference in their community. If you have similar goals – and would also like to learn about ways to reduce your estate taxes – you’ll want to attend our complimentary dinner seminar Estate Planning and Trusts.  I am cordially inviting you and a guest to this important seminar where we will look at financial issues that matter most to you.


This educational seminar mentions no specific products or services, and there’s no cost or obligation to attend to you OR your guests and referrals. Ameriprise Financial is committed to helping you learn more about your options in managing your financial resources and giving you straightforward advice on personal money management and investment strategies.


You will receive our new Dream Book® retirement planning guide to help you explore your retirement dreams.

I hope you can attend. I feel confident that this seminar can provide you with the knowledge you need to identify your important financial options.


Thursday, September 11th, at 6:30 pm

RSVP By Calling Kathie Chappell  650.654.4268



We’ll explore issues like:

  • The importance of beneficiaries.
  • Reducing income tax, capital gains tax and estate tax.
  • The power of powers of attorney.
  • Maintaining retirement income while giving to your heirs.


Seating is limited. Make reservations for you and your guests today by calling my office.  Please let me know how many guests you are bringing in addition to yourselves.  Please, no children.


This seminar presented by:

Kathie Chappell, CRPC ®

Advanced Financial Advisor



Investment products, including shares of mutual funds, involve risks including possible loss of principal and fluctuation in value.  Neither Ameriprise Financial nor its affiliates may provide tax or legal advice.   Consult with your tax advisor or attorney regarding specific tax issues.

Vicki Moore About Vicki Moore

RE/MAX Star Properties
282 Redwood Shores Parkway
Redwood Shores, CA 94065

By Phone:


  1. [...] week I went to a presentation about estate planning given by Ameriprise.  One of the presenters was Amir Rang, Esq.  There were several topics covered, but one that is [...]

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