Five things to know about Medicare Date: Monday, November 4, 2024 Time: 11:00 AM - 11:30 AM EST ONLINE EVENT PASSCODE: 5FAmj8 Join this event online Presented By: James Zabatta, CFA®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC 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. For more information: call us at 516.345.2600 or email us at halcyonfinancialpartners@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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Strategies to help protect you and your family Date: Tuesday, November 12, 2024 Time: 6:00 PM - 9:00 PM EST Location: Novita, 860 Franklin Avenue, Garden City, NY 11530 Presented By: Matthew Erbaio, CFP®, Regional VP - RiverSource Life Insurance Co. of New York Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Attend our complimentary informational seminar to learn what to consider when buying insurance and why it’s optimal to buy it while you’re still young. We will talk about: • Protecting your income during working years • Ensuring the financial security of your loved ones • Growing wealth tax-efficiently over the long-term To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC© 2021-2024 Ameriprise Financial, Inc. All rights reserved.
Join us for National Day of Service Date: Thursday, November 14, 2024 Time: 10:00 AM - 12:00 PM EST Location: Long Island Cares, 75 Davids Drive, Hauppauge, NY 11787 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Come spend time making a difference in our community. Please join us for the National Day of Service. To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Social Security: Preparing for Retirement Date: Tuesday, November 19, 2024 Time: 6:00 PM - 9:00 PM EST Location: Olivetto Ristorante, 190 New Hyde Park Road, Franklin Square, NY 11010 Presented By: Tom Schmitt, CPWA®, Senior Regional Consultant - MFS Investment Management Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: MFS, Goldman Sachs, Franklin Templeton and BlackRock During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@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. This event is sponsored by: MFS, Goldman Sachs, BlackRock and Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. 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: Monday, October 14, 2024 Time: 11:00 AM - 11:30 AM EDT ONLINE EVENT PASSCODE: ApWHbS Join this event online Presented By: James Zabatta, CFA®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC 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. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Goal-based advice from Ameriprise advisors Date: Saturday, October 5, 2024 Time: 12:30 PM - 4:30 PM EDT Location: Plattduetsche Park Restaurant, 1132 Hempstead Turnpike, Franklin Square, NY 11010 Presented By: Robert A Sutton, CRPC®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC This complimentary session will showcase our digital capabilities and online features to help you understand how Ameriprise financial advisors work with clients digitally. We'll also outline the Ameriprise Client Experience and explain the features and benefits that can enhance your understanding and introduce the goal-based advice approach that every client receives when they work with an Ameriprise financial advisor. 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.
Need-to-Know Changes for Strategic College Planning Date: Tuesday, September 17, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Jonathan’s Restaurant, 2499 Jericho Tpke, Garden City Park, NY 11040 Presented By: Heide King - College Inside Track Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC College is typically the 2ndlargest purchase families make after investing in their home. Applying and getting into right-fit colleges has become ever-more difficult and less transparent after the pandemic and the new ACT/SAT test optional landscape. We are excited to host Heide King from College InsideTrack, who speaks nationwide on the college process, as she explains thecurrent college admission, application, and acceptance landscape. · During this complimentary presentation, we willdiscuss: · Trends in college admission and cost · How do I help my student start their research · Impact of ACT/SAT test optional· How does my student take advantage of real scholarships This is an informational seminar. There is no cost or obligation. College Inside Track and its representatives are not affiliated with Ameriprise Financial. 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.
Health, wealth, and a confident retirement & Getting your life back after forty Date: Thursday, May 16, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Plattduetsche Park Restaurant, 1132 Hempstead Turnpyke, Franklin Square, NY 11010 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Health, wealth, and a confident retirement With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you: · Plan for a more confident retirement · Understand how financial and physical health may be intertwined · Learn ways to generate dependable income that could last through your whole retirement Presented by Robert Sutton, CRPC®, Financial Advisor from Ameriprise Financial. AND Getting Your Health Back After FortyPresented by Jon Caluori, Director of Sports Performance at Athletic Movement Protocol and Jermain Wallace, Assistant of Personal Training at Athletic Movement Protocol. This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Franklin Templeton and Hartford Funds. Franklin Templeton, Hartford Funds and their representatives are not affiliated with Ameriprise Financial.
Retain Your Brain: How to age-proof your most valuable asset Date: Tuesday, May 7, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Jonathan’s Restaurant, 3000 Jericho Tpke, Garden City Park, NY 11040 Presented By: Dan Gribben, Regional Vice President – Advisor Consultant - Hartford Funds Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC