Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Wednesday, March 12, 2025 Time: 12:00 PM - 1:00 PM PDT Location: Crumley & Associates, 7956 California Avenue, Fair Oaks, CA 95628 You must RSVP to receive access credentials for this event or seminar Presented By: Doug Crumley Jr., CFP, CKA, CRPC, APMA, Private Wealth Advisor, Business Financial Advisor - Crumley & Associates Hosted By: Doug Crumley Jr., CFP, CKA, CRPC, APMA, Private Wealth Advisor, Business Financial Advisor Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. To reserve a spot: call us at 916.638.4600 or email us at heather.tan@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.
16th Annual Women's Event Date: Saturday, April 26, 2025 Time: 10:30 AM - 1:00 PM PDT Location: Painted Studio, 410 Palladio Parkway, #1621, Folsom, CA 95630 Hosted By: Doug Crumley Jr., CFP®, CKA®, CRPC®, BFA™, APMA™, Private Wealth Advisor, Business Financial Advisor Please join us for brunch, sips and painting as we celebrate our 16th annual Women's Event To reserve a spot: call us at 916.638.4600 or email us at heather.tan@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Protect your financial information in the digital world Date: Thursday, May 15, 2025 Time: 12:00 PM - 1:00 PM PDT Location: Crumley & Associates, 7956 California Avenue, Fair Oaks, CA 95628 You must RSVP to receive access credentials for this event or seminar Presented By: Doug Crumley Jr., CFP, CKA, CRPC, APMA, Private Wealth Advisor, Business Financial Advisor - Crumley & Associates Hosted By: Doug Crumley Jr., CFP, CKA, CRPC, APMA, Private Wealth Advisor, Business Financial Advisor The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. To reserve a spot: call us at 916.638.4600 or email us at heather.tan@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.