OCSEA Extras
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Ameriprise Financial Services, Inc.

Ameriprise has redefined financial planning through our unique and collaborative approach called Dream>Plan>Track>®.

Ameriprise financial advisors can help OCSEA members explore issues such as:

• Goal setting, net worth, cash flow, and tax management strategies
• Investment strategies such as dollar-cost averaging, diversification, and asset allocation
• Evaluating how much insurance is needed
• Developing retirement strategies

Members are invited to take advantage of a complimentary consultation to initially explore ways to plan for a sound financial future. Also, members will receive $100 off financial planning services after the initial consultation.

OCSEA members should call Russell Fish, Financial Advisor at 614-846-7193 to arrange this consultation with an Ameriprise financial advisor closest to them.

To plan a financial education seminar for members either during a lunch hour or at a chapter meeting, contact Russell Fish at 614-846-7193.

The initial consultation provides an overview of financial planning concepts. Members will not receive written analysis and/or recommendations.

updated: May 2008