Cole Williams, CFP, CIMA, BFA

What do you appreciate more now than when you were younger?

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.

Karen Drancik, Senior VP, Neuberger Berman will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event: What do you have today? Where is it located? Who do you contact?

Please visit our website and the events tab for details on this seminar and other upcoming events: www.ameripriseadvisors.com/team/ecclesiastes-wealth-partners/

Ghostly greetings to you and yours!

Ecclesiastes Wealth Partners is proud to participate in the Ameriprise National Day of Service. We invite you and a friend to join us in volunteering with Feed My Starving Children to pack meals that provide hunger relief.

Please visit our website and the events tab for details on this seminar and other upcoming events: www.ameripriseadvisors.com/team/ecclesiastes-wealth-partners/

You work hard to save for retirement. Don’t let taxes diminish your savings more than necessary. Let’s work together with your tax professional to look at how and when your retirement assets are taxed. The sooner we adjust, the more time you’ll have to accrue the benefits.

What age do you feel like on the inside?

Please join us for an educational webinar where Denise St Ivany, Senior VP, Western Division Sales Manager, Client Solutions Group, Delaware Funds by Macquire will be speaking on “Talking to your children – Building a plan for a healthy financial future.” During this complimentary session, you’ll learn: The basics of budgeting, credit scores and cards, paying for college and life after college

Please visit our website and the events tab for details on this seminar and other upcoming events: www.ameripriseadvisors.com/team/ecclesiastes-wealth-partners/

It’s National Financial Planning Month! In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.

Retiring in your 50s sounds nice in theory, but it may come with obstacles.

6 Reasons to Rethink Early Retirement People who have tried it advise others to think about how they will fill their days and not empty their savings