Making Medicare Work for You Date: Tuesday, May 13, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Topics covered during this complimentary presentation: · What is Medicare? · Choosing a Medicare Plan· Which option may be right for you? For more information: call us at 513.984.9700 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: BlackRock. BlackRock and their 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 risk 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.
Wine Tasting Event at Oakley Wines Date: Thursday, May 15, 2025 Time: 6:00 PM - 8:00 PM EDT Location: Oakley Wines , 4011 Allston St , Cincinnati , OH 45209 Presented By: Pat Scorzelli with Neuberger Berman & Corey Hock with Natixis Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Could you use a relaxing evening this spring? Join us for a complimentary wine tasting at Oakley Wines. We will have complimentary wine and snacks! Oakley Wines has a beautiful indoor and outdoor space to enjoy! We look forward to having you join us for our event! To reserve a spot: call us at 513.984.9700 or email us at kimberly.willoughby@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Turns in the Road: Navigating through transitions Date: Wednesday, April 23, 2025 Time: 6:00 PM - 9:00 PM EDT Location: Cooper's Hawk , 8080 Montgomery Rd, Cincinnati, OH 45236 Presented By: Mac Deegan , Vice President, Unit Investment Trust - First Trust Portfolios Hosted By: Ameriprise Financial Services, LLC During this complimentary session, we’ll provide an economic update. We will also provide a broad market perspective update, go in depth on falling rates and inflation, and we will also discuss equity index concentration and market breadth. Thisis an informational seminar. There is no cost or obligation. This event is sponsored by: First Trust Portfolios. This sponsor and representative 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Family Movie Night - "Snow White" Date: Tuesday, April 8, 2025 Time: 6:00 PM - 9:00 PM EDT Location: Kenwood Theatre , 5901 E Galbraith Rd , Suite 200, Cincinnati, OH 45236 Presented By: Eaton Vance , Regional Director - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Looking for something fun to do with the whole family? Ameriprise would like to invite you out to enjoy a fun family friendly movie at our local theater. Concessions will be available as part of the event. Come and have a good time. We look forward to seeing you there. Space is limited, so don’t delay in reserving your seat(s).
Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - Important components of Social Security Benefits - How Social Security Benefits are calculated - Options for anyone who has ever been married- The role of taxes in your retirement planEvent Description (required); max 1,500 characters This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consulta 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 any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC©2025 Ameriprise Financial Inc. all rights reserved.
Economic and Market Outlook Date: Tuesday, March 18, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Ameriprise Chief Economist, Russell Price, will share his perspectives on the general market outlook, including market conditions and potential investment implications. This is an informational seminar. There is no cost or obligation. Third party companies mentioned are not affiliated with Ameriprise Financial, Inc. 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.
Social Security - Planning for Retirement Date: Wednesday, February 19, 2025 Time: 6:00 PM - 9:00 PM EST Location: Cooper's Hawk , 8080 Montgomery Rd, Cincinnati , OH 45236 Presented By: Tony Iskander Hosted By: Ameriprise Financial 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. This is an informational seminar. There is no cost or obligation. This event is sponsored by: MFS Investment Management. This sponsor and representative 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. © 2025 Ameriprise Financial, Inc. All rights reserved.