Anatomy of a Recession Date: Thursday, January 23, 2025 Time: 5:15 PM - 6:00 PM EST Join this event online Presented By: Richard J. Polsinello, Senior Market Strategist - Franklin Templeton Hosted By: James Lombardo, Private Wealth Advisor You're Invited to a special event. Clear Ocean Capital Advisors invites you to: The Anatomy of a Recession with Franklin Templeton. To reserve a spot: call us at 212.849.6571 or email us at James.Lombardo@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.Franklin Templeton 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved. 7472375ACMR1224
Planned giving with Donor-Advised Funds and U.S. Legacy Income Trusts Date: Thursday, August 29, 2024 Time: 5:15 PM - 6:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Eileen Tam VP , Director of Philanthropic Solutions from U.S Charitable Gift Trust - Eaton Vance Hosted By: James Lombardo, Private Wealth Advisor with Clear Ocean Capital Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we will discuss Donor Advised-Fund (DAF) and Legacy Income Trusts (LIT)strategies. Eaton Vance and its representatives are not affiliated with Ameriprise Financial Inc.