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.
Retain your Brain : How to age proof your most valuable asset. Date: Wednesday, July 17, 2024 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Richard Benn , Regional Vice President - Hartford Funds Hosted By: Clear Ocean Capital Advisors, A private Wealth Advisory practice of Ameriprise Financial Services, LLC This complimentary event provides a thoughtful perspective on how brain health can affect your lifestyle and finances. Our guest speaker will discuss practical tips to age-proof your brain. Hartford Funds and their representatives are not affiliated with Ameriprise Financial.
Artificial Intelligence: Future or Hype? Date: Tuesday, June 25, 2024 Time: 5:15 PM - 6:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Greg Manger, Sr. Client Portfolio Manager - Franklin Templeton Hosted By: Clear Ocean Capital Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC