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.

Advisor is licensed to do business with U.S. residents only in the states of OH, MI, IN, WI, NY, FL, VA, NJ, WV, Washington, D.C., OR, IL, NM, and CO.

Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.

updated: May 2008