Free Financial Planning Seminar/Dinner To Be Held For Locals

Ameriprise Financial Advisors will be in the Moapa Valley on the evening of Thursday, October 15, to present a special financial planning seminar to local residents. The seminar will be titled “Charting a Path To Your Financial Future” and it will explore ways to create a unique and individualized savings plan to fit one’s individual financial goals.

The seminar will be presented by Senior Financial Advisor Keith Flynn and his associate Keith Lund. With a successful practice based in Henderson, Flynn has made it his mission to build unique relationships with clients, getting to know his clients’ individual financial goals and dreams.

“I work with my clients to design a personal financial plan based on their life goals,” said Keith Flynn, who has been advising clients in the Las Vegas area for nearly a decade. “This strategy focuses on helping them become more confident about managing their financial objectives. We continually monitor progress and update plans based on changes in market conditions and individual situation.”

With specialized training as an Ameriprise Chartered Retirement Planning Counselor, Associate Financial Advisory Keith Lund specializes in retirement planning for his clients. “I believe success should be measured not just by your financial wellbeing, but by how prepared you feel about your future,” Lund said. “My mission is to deliver financial solutions tailored to the clients needs, built on a long-term relationship with a knowledgeable advisor.”

The team of Flynn and Lund has reached out and used these methods to develop strong relationships with a few clients who live here in the Moapa Valley. Logandale resident, Ace Robison has been a client of Flynn’s for the past six years and has been pleased with the results through both good times and bad in the market.

“Keith and his staff do an excellent job in managing my investment portfolio,” Robison said. “He has been attentive to, and instrumental in, guiding me through the very troubled waters of this current recession. He has carefully anticipated difficult circumstances and has been diligently attentive to portfolio management and allocations. I am grateful for his guidance and counsel and strongly recommend him to anyone who is serious about building an investment estate.”

Toni Halstead, Managing Partner of Moapa Valley Tax Planning (MVTP) in Overton, has found Flynn and Lund to be important resources for her local client base. “They are not only good friends of MVTP, but we are also clients of theirs,” said Halstead. “When we find quality, honest and professional representation that compliments our bookkeeping and tax services, we feel it is important to share that with our clients.”

With this in mind, Robison and Halstead have encouraged Flynn to come out and present a financial planning seminar in Overton for a Moapa Valley audience. Flynn and Lund agreed to do so in the coming month.

The seminar will be held on October 15 at 7:00 p.m. at the Old Overton Gym. A question and answer session period will follow the seminar. Flynn and Lund will also stay after the event to answer any questions that may not have been addressed.

The seminar is free and for informational purposes only. Attendees are under no additional obligation. Those who are interested, however, may set up appointments for a complimentary initial consultation with Flynn or Lund. These appointments will be available to be held locally in Overton as well.

Attendees to the seminar will also enjoy a full dinner catered by The Inside Scoop of Overton. All are invited to attend but space is limited. Reservations must be made by October 8 by calling Lisa Watson at Moapa Valley Tax Planning; 397-6003 or by email tolisa@moapavalleytaxplanning.com.

Ameriprise Financial Inc. has been providing personalized financial solutions to clients for more than 110 years. Ameriprise is a member of the Financial Industry Regulatory Authority (FINRA) and Security Investor Protection Corporation (SIPC).