Financial Planning: A personal guide Date: Wednesday, November 12, 2025 Time: 12:00 PM - 12:30 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Wednesday, February 18, 2026 Time: 7:00 PM - 7:30 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Wednesday, March 18, 2026 Time: 12:00 PM - 12:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Caring for aging loved ones: What to consider Date: Wednesday, April 22, 2026 Time: 12:00 PM - 12:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Strategies to help you make an impact with your estate Date: Wednesday, May 20, 2026 Time: 12:00 PM - 12:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Financial foundation: A guide to managing your money Date: Wednesday, June 10, 2026 Time: 7:00 PM - 7:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Five things to know about Medicare Date: Wednesday, September 30, 2026 Time: 12:00 PM - 12:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Reimagining Retirement Date: Wednesday, October 14, 2026 Time: 7:00 PM - 7:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory From navigating new freedoms to finding purpose and balance, every phase of retirement offers a fresh opportunity to grow and thrive. During this complimentary session we’ll explore the many different stages of retirement, as well as practical methods you can take to create a retirement that feels truly meaningful and fulfilling. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
6 pillars financial planning Date: Wednesday, November 4, 2026 Time: 7:00 PM - 7:30 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Art Meconi , Private Wealth Advisor - Meconi Financial Management & Advisory Hosted By: Meconi Financial Management & Advisory A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise financial advisor can help you examine your current finances and plan for the future. To reserve a spot: email us at alexis.mckenna@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.