Financial Planning: A personal guide Date: Wednesday, January 22, 2025 Time: 6:00 PM - 8:00 PM PST Location: Ventano Italian Grill & Seafood , 191 S Arroyo Grande Boulevard, Henderson, NV 89012 Presented By: Michael Swinehart, CLTC®, Branch Manager/Financial Advisor - Ameriprise Financial Hosted By: Las Vegas Financial Advisors 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. For more information: call us at 702.640.5431 or email us at robyn.santiago@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, February 19, 2025 Time: 6:00 PM - 8:00 PM PST Location: Red Rock Country Club, 2250 Red Springs Dr, Las Vegas, NV 89135 Presented By: Michael Swinehart, CLTC®, Branch Manager/Financial Advisor - Ameriprise Financial Hosted By: Las Vegas Financial Advisors 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. For more information: call us at 702.640.5431 or email us at robyn.santiago@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.
Strategies to help you make an impact with your estate Date: Wednesday, March 26, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Ventano Italian Grill & Seafood , 191 S Arroyo Grande Boulevard, Henderson, NV 89012 Presented By: Michael Swinehart, CLTC®, Branch Manager/Financial Advisor - Ameriprise Financial Hosted By: Las Vegas Financial Advisors 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. For more information: call us at 702.640.5431 or email us at robyn.santiago@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.
7 Things No One Tells You About Retirement Date: Wednesday, May 21, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Ventano Italian Grill & Seafood , 191 S Arroyo Grande Boulevard, Henderson, NV 89012 Presented By: Doug Lewis, CFP®, Senior Regional Advisory Consultant | Asset Management / Southern California and Las Vegas - Columbia Threadneedle Investments Hosted By: Las Vegas Financial Advisors Sponsored By: Doug Lewis, CFP® from Columbia Threadneedle Investments For more information: call us at 702.640.5431 or email us at robyn.santiago@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. ColumbiaThreadneedle Investments (Columbia Threadneedle) is the global brand name ofthe Columbia and Threadneedle group of companies. Investment products offeredthrough Columbia Management Investment Distributors, Inc., member FINRA.Advisory services provided by Columbia Management Investment Advisers, LLC. ColumbiaThreadneedle Investments also sponsored the event and is an affiliate ofAmeriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rightsreserved.
Five things to know about Medicare Date: Wednesday, September 17, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Red Rock Country Club, 2250 Red Springs Dr, Las Vegas, NV 89135 Presented By: Michael Swinehart, CLTC®, Branch Manager/Financial Advisor - Ameriprise Financial Hosted By: Las Vegas Financial Advisors 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: call us at 702.640.5431 or email us at robyn.santiago@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.
Driving Down the Road to Financial Success: Reaching Your Investment Objectives with a Diversified P Date: Wednesday, November 19, 2025 Time: 6:00 PM - 8:00 PM PST Location: Red Rock Country Club, 2250 Red Springs Dr, Las Vegas, NV 89135 Presented By: Michael Rogers, Regional Manager, Advisor Services - Lord Abbett Hosted By: Las Vegas Financial Advisors Sponsored By: Michael Rogers from Lord Abbett The road to financial success can be long, and often presents curves and obstacles along the way. Having clear goals and a map to follow can help you can take control of the wheel and stay the course to reach your financial destination. Join us as we discuss how to build your portfolio to help you reach your financial goals, manage market volatility and stay invested for the long run. For more information: call us at 702.640.5431 or email us at robyn.santiago@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. Theprospectus contains this and other important information and should be read carefully before investing. This is an informational seminar. There is no cost or obligation. Lord Abbett and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial cannot guarantee future financial results. Diversification does not assure a profit or protect against loss. 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.
Shred Event April 20th! Date: Saturday, April 20, 2024 Time: 9:00 AM - 12:00 PM PDT Location: Summerlin Office Parking Lot , 10845 Griffith Peak Dt Ste 690, Las Vegas, NV 89135 Hosted By: Derek Rosenberg, MBA, CFP®, CPWA®, CRPS® PWA®, CRPS® Managing Director and Richard Orleck, CEPA®, AWMA®, APMA® Vice President Financial Advisor The Rosenberg Group would like to invite you and your friends to come out and meet the team while you shred your unwanted documents. Refreshments will be provided for you to enjoy while your documents are being shredded! Please email TheRosenbergGroup@ampf.com to let us know if you plan to attend. You are welcome to bring your friends! There is no cost or obligation to attend this event! Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2024 Ameriprise Financial, Inc. All rights reserved.