JORDAN, MILLER & ASSOCIATES PRESENTS

RETIREMENT BOOT CAMP! ON NOVEMBER 10, 2012
AT HISTORIC PRESIDIO GOLF CLUB

Focus on LGBT Estate Planning: Identifying the additional precautions required for LGBT families

Build a bridge to your goals and dreams through this strategic workshop. Educate yourself on topics we must all consider, including longterm care and wellness. Find guidance from the experts on LGBT finances: Jordan, Miller & Associates. We understand you and can help you find the peace of mind you deserve.
 
A financially secure retirement takes comprehensive planning with trusted advisors. Due to ever-evolving tax laws and legal definitions of families, non-traditional families, such as non-married partners (both heterosexual and gay), often face significantly different circumstances.

Working with advisors that understand the unique needs is critical. This workshop focuses on these issues as well as other key strategies and potential roadblocks for a achieving a confident retirement.

TOPICS INCLUDE

• Confident Retirement Cornerstones: cash and liabilities, protection, investments, and taxes
• Estate Planning: extra precautions required for non-traditional families
• Recreating your Paycheck: financial strategies for guaranteed income
• Savvy Savings Strategies: fresh and fun ideas for folks on a fixed income
• Successful Health and Fitness at 55 plus: expert advice for a new chapter

Saturday, November 12, 2012, 9 a.m.–3 p.m.
Jordan, Miller & Associates Presents Retirement Boot Camp!
Presidio Golf Club
San Francisco, CA 94129 (We will send detailed driving directions when you RSVP.)

Space is limited. For more information or to make your reservations, send your full name(s) by November 8, 2012 to rocio.x.puch@ampf.com.

Sponsored By: Wells Fargo Investments

There is no obligation to attend this seminar. This retirement workshop is best-suited for families or individuals with retirement savings of greater than $500,000.

DEDICATED FINANCIAL PLANNING FOR THE LGBT COMMUNITY
At Jordan, Miller & Associates, we specialize in taking complex LGBT financial situations and creating solutions that help you build wealth. We stay on top of every investment resource and strategy available to you — as well as the latest rulings that affect LGBT finances — to help you make your financial goals a reality.

— Joanne Jordan, Brandon Miller & Abraham Martinez

These are informational events. No cost or obligation. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Brokerage, investment and financial advisory services are made available through Ameriprise
Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
© 2012 Ameriprise Financial, Inc. All rights reserved.