Past events

Understanding Medicare: The ins and outs of Medicare coverage

CDT

You must RSVP to receive access credentials for this event or seminar

Jeff Fox, Regional Vice President - John Hancock Funds

Ascent Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Social Security - Preparing for Retirement

CDT

You must RSVP to receive access credentials for this event or seminar

Ben Mack, Internal Sales Force Manager - MFS

Ascent Financial Partners

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.

Market and Economic update & Generational Wealth Conversations

CDT

Join this event online

Anthony Saglimbene, Chief Market Strategist - Ameriprise Financial Doug Orton, CRPC®, Vice President, Business Development Consultant, MFS Fund Distributors, Inc.,, Chief Market Strategist & Vice President, Business Development Consultant, MFS Fund Distributors Inc - Not Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 4pm – 5pm Central

Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

Registration Link: Ameriprise Virtual Client Event - May 2024

After you register, you will receive an email confirmation from MS Teams with your Registration ID and the link to join the seminar.

This is an informational event. There is no cost or obligation. MFS 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.

Join us for a shredding event

CDT

Ascent Financial Partners Office, 28377 Davis Parkway, Suite 601, Warrenville, IL 60555

Ascent Financial Partners

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.