From: Heather Penni

Sent: Thu Mar 09 16:13:21 2017

To: Chaunee Seifried; Rod Lucich; Dan Huff; Gerald Fisher

Subject: FW:

Importance: Normal

Attachments: IMG_5009.PNG; ATT00001.txt;

Hey all

Please forward this to your FTE's. Chief - many of those still missing
paperwork are officers. They were to get the medallion signatures and
resubmit the papers, I think some have forgotten. The email below might
motivate.

HP :)

-----Original Message-----
From: Robert B Welle [mailto:robert.b.welle@ampf.com]
Sent: Thursday, March 09, 2017 12:51 PM
To: Heather Penni (hpenni@cityofmolalla.com) <hpenni@cityofmolalla.com>
Cc: Anderson, Scott <Scott.Anderson@ampf.com>; Robert B Welle
<robert.b.welle@ampf.com>
Subject: FW:

Heather..... Just a heads up, Forresters is changing their account
billing process on most pre tax accounts. So the accounts your group
already paid upfront fees on will now get charged these fees on an annual
basis.....this is NOT a good deal.
I am sending you this because I know that some of the group never returned
the paperwork to move the Forresters account balances to the new Mass
Mutual retirement plan. These individuals accounts at Forresters will
most likely get converted to this type of billing arrangement and they are
not going to be happy. Please feel free to share this with the group.


Bob

P.S. The finest compliment I can receive is an introduction to friends or
colleagues from an appreciative client.
. . . . . . . . . . . . . . . . . . . . . . . . . . . .

Robert Welle, CFP(r)
Private Wealth Advisor l CERTIFIED FINANCIAL PLANNER(tm) An Ameriprise
Private Wealth Advisory Practice Advisor

Ameriprise Financial Services, Inc.
388 State Street Suite 850
Salem, OR 97301-3537

O: 503.485.5204
F: 503.485.5206
ameripriseadvisors.com/Robert.B.Welle

CA Insurance License #0B65022

We shape financial solutions for a lifetime(r)

An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc.
offers financial advisory services, investments, insurance and annuity
products. RiverSource(r) and Columbia Management (r) products are offered
by affiliates of Ameriprise Financial Services, Inc., Member FINRA and
SIPC.

-----Original Message-----
From: Bob Welle [mailto:welle128@aol.com]
Sent: Wednesday, March 08, 2017 6:27 PM
To: Welle, Robert B
Subject:



**************************************************************************
**** "This message and any attachments are solely for the intended
recipient and may contain confidential or privileged information. If you
are not the intended recipient, any disclosure, copying, use, or
distribution of the information included in this message and any
attachments is prohibited. If you have received this communication in
error, please notify us by reply e-mail and immediately and permanently
delete this message and any attachments. Thank you."
**************************************************************************
****