Financial Planning Benefit for SEA Members

We are pleased to announce a new benefit for members of the Senior Executives Association.

Through Pasta and Murphy, a financial advisory practice of Ameriprise Financial, SEA members will now be eligible for the following special offers:

  • A complimentary 1-hour financial planning and benefits consultation ($375 value)
     
  • 30% discount on financial planning fees on services used after the consultation.
     
  • Access to free tools, such as a 3-minute "Confident Retirement" check, as well as tools for mortgages, college savings, and more.
     
  • Monthly emails on timely market and financial planning topics.

For more information, members may contact Pasta and Murphy at (410) 224-7584. For an overview of the full range of benefits offered exclusively to members of the Senior Executives Association, be sure to check our Member Benefits page.

Monthly Webinar
Also included in the new benefit will be access to a webinar series slated to take place monthly. 

Ameriprise Financial
For more than a century, we’ve been a company on a mission to help clients achieve their financial goals, including a confident retirement, through personal planning and advice.Over the years, we’ve helped millions of people invest and save billions of dollars for what’s important to them.The strength of our commitment is matched only by our strength as a company.Through downturns, recessions, booms and even depressions, we’ve honored every financial obligation to our clients.And through it all, we have – and will continue to – put your dreams more within reach.

Tags: Benefits, member perks

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The Senior Executives Association is
available eight hours a day during normal business hours.

Monday-Friday: 9am to 5pm 
Weekend: Closed

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