Upcoming events

Caring for aging loved ones: What to consider

EST

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Michael Headrick, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

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 cassidy.norman@ampf.com
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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.

Past events

Planning for healthcare in retirement

EDT

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Josh Floyd, Vice President - Fidelity

Premier Wealth Partners

Getting to know the basics: Understanding your finances

EDT

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Sherald Hill, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session, we’ll discuss the essentials of budgeting, managing debt and credit, investing and saving. We’ll also provide actionable tips that can help you develop good financial habits for the future.
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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Knowledge is power - Financial strategies for women

EDT

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Lisa Brooks, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events.
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.