When Your Health and Money Intersect Date: Thursday, February 20, 2025 Time: 1:00 PM - 1:45 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Mike Graci, Senior Financial Wellness Consultant - Blackrock Hosted By: Danielle Moore and Jeffrey De Prisco The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join us to discuss: Key discussions and decisions • How a little preparation goes a long way • How your financial professional can help Blackrock and their representatives are not affiliated with Ameriprise Financial, Inc.
2024 Election: Red, Blue & You – The Road Ahead in Washington Date: Thursday, January 16, 2025 Time: 1:00 PM - 1:45 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Elizabeth Varley, Senior Vice President, Federal Government Affairs Office - Columbia Threadneedle Hosted By: Danielle Moore, Financial Advisor and Jeffrey DePrisco, Financial Advisor Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Columbia Threadneedle and its representative are affiliated with Ameriprise Financial, Inc.
Family Love Letter Date: Thursday, December 12, 2024 Time: 4:00 PM - 5:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Ted Holder, Senior Vice President- Neuberger Berman Hosted By: Danielle Moore, Financial Advisor and Jeffrey DePrisco, Financial Advisor Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. NeubergerBerman and its representatives are not affiliated with Ameriprise Financial.
Protecting Your Data: Aware and Prepare Date: Wednesday, October 16, 2024 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Zach Lindsay, Defined Contribution Senior Specialist - MFS Fund Distributors Hosted By: Danielle Moore, Financial Advisor and Jeffrey DePrisco, Financial Advisor Don't fall victim to the latest cyber threats and attacks. Scammers use clever techniques to steal personal information and data. Join us for a webinar that can help you recognize scams. Learn industry best practices for protecting yourself, your family and your finances. You are invited to this informative VIRTUAL seminar. We also welcome your friends, family and colleagues to attend. MFS Investments and its representatives are not affiliated with Ameriprise Financial Inc