Envelope-to: danny@sterlingcal.com
Delivery-date: Tue, 06 Jun 2023 07:07:14 -0500
From: "Scott Durrett" <scott.durrett@afs.ameriprise.com>
To: <danny@sterlingcal.com>
Subject: Estate planning: How to start the conversation
Date: Tue, 06 Jun 2023 06:07:00 -0600
MIME-Version: 1.0
Reply-To: "Scott Durrett" <reply-fec711737366027f-85_HTML-17924247-514005474-7727@reply.afs.ameriprise.com>
Message-ID: <9178ae52-e758-46e9-b64e-9ec48e4aea9b@atl1s11mta415.xt.local>
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Ameriprise
 

  Dalton and Associates 
 June 2023
 From My Practice(R)
  
 Prepared for: Danny Groina

  
 Discussing your legacy with loved ones
  
 
 How to have a positive, productive conversation with family members about your estate.
  
 
https://click.afs.ameriprise.com/?qs=d3d2c437e824dc2e0b3c86c3142d54ece2e776ad75f51952319b0a9976417c9b4ffc35f612326496b31d95c6f7bf23fe1089138d0fbc47eff6ac45216b90d847 
START THE CONVERSATION 
 
 
 Caring for aging parents: Steps for support and financial well-being 
  
 How to manage stress and navigate the financial challenges of caring for aging parents and loved ones.
  
 
https://click.afs.ameriprise.com/?qs=d3d2c437e824dc2e3490bdb8d666c38452f4a800b6fed2a9277dde6561269e521ee0b014072c77e92f54b528ed77e414511f6047efd7c0ec84cd9022165a8fbd 
3 STEPS TO CONSIDER 
 
 
 Teaching kids about money and financial values 
  
 
 9 tips to help teach your child strong financial values that will set them up for success.
  
 
https://click.afs.ameriprise.com/?qs=d3d2c437e824dc2ec516bf5033161df4a5c194d5d9fe0704e4612abc91f7396f29af2e802a51f89abe344a9f361f985b3cd4d824512aa2986e40f47031525b79 
TIPS FOR SUCCESS 
 
 
 What's happening in the markets and economy today? 
 
 Stay informed on the current landscape with expert analysis from the Ameriprise Investment Research Group.
  
 
https://click.afs.ameriprise.com/?qs=d3d2c437e824dc2e319c725ed32a412fa126254ce53fcf12dc1fe7f5642a9dc589aabca190d22ef45b577c87eb3400bcff4e2d7c484b6e9c06e23beed5fc43fa 
Get the latest 
 
 
 Connect with me

  
 Scott Durrett 
  Financial Advisor 
  Associate Vice President 
  Dalton and Associates
  A private wealth advisory practice of Ameriprise Financial Services, LLC 
      
 
 562.308.4526562 


mailto:scott.durrett@ampf.com 

  
mailto:scott.durrett@ampf.com 
Email me  


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Visit my site 


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 Scott Durrett

 Financial Advisor

  Associate Vice President

   Dalton and Associates

  A private wealth advisory practice of Ameriprise Financial Services, LLC 

  
    2029 Century Park E Ste 2550

  Los Angeles, California 90067-2936

 
  Office Phone: 562.308.4526562

   Email: scott.durrett@ampf.com

   Website: www.ameripriseadvisors.com/scott.durrett 


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Ameriprise Financial
 

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 The views expressed by Ameriprise affiliates are as of the date given, may change as market or other conditions change, and may differ from views expressed by other Ameriprise Financial associates or affiliates. Newsletter information and opinions from third-party sources are believed to be reliable, but accuracy and completeness cannot be guaranteed. This is not a solicitation to buy or sell the securities mentioned. Do not use this information as the sole basis for investment decisions; it is not intended as advice designed to meet the particular needs of an individual investor.
 

 Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
 

       Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.


 Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
 

 Ameriprise Financial Services, LLC. Member FINRA and SIPC.
 

 (c) 2023 Ameriprise Financial, Inc. All rights reserved. 
27839_707-CACBCCCDPP (06/23)
 

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<div class="preheader" style="font-size: 1px; display: none !important;">Plus, 3 steps to navigate caring for aging loved ones.</div>
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              Dalton and Associates</div></div> <!--PWA Team brand end--> <!--PWA advisor brand--> </th><th align="left" class="mobileStack" dir="ltr" style="width: 344px; text-align: left; color: rgb(77, 78, 83); line-height: 30px; font-family: &quot;FranklinGothicBook&quot;, Arial, Helvetica, sans-serif; font-weight: normal; vertical-align: bottom; mso-line-height-rule: exactly;" valign="bottom" width="344">
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             Prepared for: Danny Groina</div></th></tr></table></td><td class="mobileWidth22px" style="width: 28px;" width="28">
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<div style="height:12px; font-size:12px; mso-line-height-rule: exactly; line-height:12px;">&nbsp;
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                        <a   data-linkto="other" href="https://click.afs.ameriprise.com/?qs=6af0855e527c21c0fe674fa7783b87a71fb9061a3dfcf2e25f94a83e752243e66ceeb74040b6e0304271e3a1534c7222e816e1520e2518145db8380acd80ce6f" target="_blank" style="padding: 6px 9px; text-transform: uppercase; color: #ffffff; font-size: 14px; mso-line-height-rule: exactly; line-height: 17px; text-decoration: none; display: block; font-family: 'Franklin Gothic Medium', Arial, Helvetica, sans-serif;">START THE CONVERSATION</a>
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                    Caring for aging parents: Steps for support and financial well-being 
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