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What is it? It is the gift of Information

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What is it? It is the gift of Information Date: Tuesday, November 10, 2026 Time: 4:00 PM - 5:00 PM EST Presented By: Cheri Brooks, Managing Director, Head of Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC A roadmap for the next generation Stories, hopes, & desire…in the event of incapacity or loss The link to the “voice of family dynamics” What is the purpose? To preserve relationships Provide security This is not a legal document but a SYSTEM to gather pertinent information The longer we live, the longer, deeper and wider our paper trail