Legacy Financial Partners

During the month of June, LFP is celebrating these team members' work anniversaries. We are grateful to be co-workers and proud of the work they do for our clients and communities. Congratulations!

It's road construction season and Main Street in Aberdeen, SD is currently closed. To access LFP, kindly park on 11th Ave, SE, and use the north or east entrances. If you need directions, feel free to contact us at 605.725.5770.

www.ameripriseadvisors.com/joshua.bowen
www.ameripriseadvisors.com/heidi.carrels

Is there anything better than smiling little faces at the zoo? LFP in Fargo ND treated clients and friends to an evening at The Red River Zoo complete with carousel rides and a picnic. Thanks to all who joined in the fun!

We had the best time hosting the UND Alumni Association & Foundation during Hawks Hour at LFP in Bismarck ND this week. Thanks to everyone who joined us!

There can be a lot of misleading noise and disinformation out there about the state of the U.S. economy. We’re here to help you separate fact from fiction - if there’s a particular narrative that’s concerning you, connect with us.

https://bit.ly/3VgzQe9

Don't forget it.

The LFP team in Dickinson ND enjoyed hosting clients and friends at Simply Flowers and Gifts, creating beautiful floral arrangements for their outdoor spaces. Thanks to all who joined Lyndsey, Steve, Jodi and Nancy in the fun.

www.ameripriseadvisors.com/lyndsey.filkowski
www.ameripriseadvisors.com/steven.schneider/

We're pleased to announce that Austyn Brinkerhoff has joined LFP's Financial Planning Department. Austyn holds a Bachelor of Finance degree from Southern Utah University and has previously worked for a tax and accounting firm. Join us in welcoming Austyn!

Travis Dahl, Financial Advisor in Bismarck ND completed Leadership Bismarck Mandan through Bismarck Mandan Chamber EDC, where he gained skills & opportunities to serve both the community and LFP as a leader. Congratulations Travis!

www.ameripriseadvisors.com/Travis.Dahl

Don't forget! Tomorrow at 12:30 PM CST, join us virtually to discover steps to safeguard your brain health and be the best version of you.
Visit www.ameripriseadvisors.com/team/legacy-financial-partners/events and click on the "Join this Event" button to log in.

We are excited to welcome the 2024 internship group to LFP! Throughout the summer, eight students will be experiencing roles and responsibilities of multiple positions and departments that make up the LFP team.

From the list below, where could you use a shift in perspective?

LFP in Minot always enjoys volunteering to stock and organize the Our Lady of Grace Food Pantry. If you are in the Minot area and would like to donate supplies or time, please connect with their staff by visiting www.olgminot.org/food-pantry.

The streets are being beautified outside of LFP in Worthington MN over the next weeks, but we are open! We'd be happy to help you find parking as the project is being completed. Give us a call at (507) 372-2033 prior to your appointment for assistance.

529 day is observed across the US and was originated to increase awareness and encourage families to start saving toward future education expenses. Utilizing 529 Savings Plans can be a beneficial legacy planning or tax savings strategy. Contact us at [email protected] to find out more!

The venue and company could not have been more perfect for LFP's planting event hosted by John Shaw, financial advisor, in Worland WY. A huge thanks to Country Bloomers Greenhouse for treating our guests to a wonderful gardening evening!

www.ameripriseadvisors.com/john.x.shaw

LFP is proud to back the North Dakota ESGR, a Department of Defense office that develops and promotes supportive work environments for Service members. Financial advisor Steven Schneider had the pleasure of connecting with ESGR and take a ride in a Blackhawk helicopter. Learn how you can support this organization at https://www.ndguard.nd.gov/esgr.

www.ameripriseadvisors.com/steven.schneider

Dave Schlafman, Joel Bird, Robyn Jensen, Jason Kirchmeier, and Joshua Bowen qualified for the 2024 Ameriprise National Conference; a status earned by top advisors. Joel Bird was also recognized for his Diamond Ring status, a career milestone through the Circle of Success program at Ameriprise Financial. Congratulations to all!

Have you considered using a 529 savings plan as a tax strategy? We can help you look at options to maximize this plan. Learn more at https://bit.ly/4aZo7HA.
Call 701.258.9735 to connect with an advisor in your community.

Join us in celebrating our team, Legacy Financial Partners, that has been named to the 2024 Barron’s Top 250 Private Wealth Management Teams list! Our team’s passion for understanding our clients’ financial goals and values, and for helping them navigate with more confidence, is remarkable. We’re so grateful to work with our clients every day. Visit our site: https://bit.ly/43LnE8O.

LFP in Fargo was honored to be nominated for Small Business of the Year during the recent Fargo-Moorhead-West Fargo Chamber Choice Awards. This award recognizes those who make significant impacts, drive economic growth and help make the Fargo region a better place. Congratulations Fargo team!

If you are in the Spearfish SD area, join Jon Pochop and his team to learn about estate planning strategies and leaving a meaningful legacy for the people, organizations, and causes you love. Find event details at www.ameripriseadvisors.com/jonathan.w.pochop/events.

Legacy Financial Partners Legacy Financial Partners, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Chris Swanson enjoyed celebrating Fergus Falls Public School's teachers during Teacher Appreciation Week. If you have questions about your 403b retirement plan, call or text 218.517.8054 Chris to schedule a complimentary consultation.

www.ameripriseadvisors.com/christopher.swanson

SAVE THE DATE! Join us online, Wednesday, June 5th at 12:30 CST to learn how you can protect your brain and optimize your brain health. Find the link to connect at www.ameripriseadvisors.com/team/legacy-financial-partners/events.

Significant benefits of a 529 savings plan are flexibility and convenience. Most plans have a low investment minimum and high contribution limits. Contact us to learn how a 529 plan could fit into your portfolio and visit https://bit.ly/3UDTxx7 for more information.

LFP recognizes the loyalty and perseverance of our teammates celebrating Ameriprise work anniversaries in May. Please join us in congratulating these employees on their professional milestones!