Past events

Washington Update

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Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments

James W. Hayes, Private Wealth Advisor with Point to Point Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Presented by Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs, Fidelity Investments

Thursday, Nov. 21

1-1:45 p.m. Eastern Time

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

Hosted by: James W. Hayes, Private Wealth Advisor with Point to Point Wealth Planning,

A private wealth advisory practice of Ameriprise Financial Services, LLC

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Fidelity Investments and their representatives are not affiliated to Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6717790ACMR0724

How to navigate volatile markets

EDT

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.
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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

People Care About Elections. Markets Don't

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Brian Levitt, Global Market Strategist - Invesco

James W. Hayes, Private Wealth Advisor with Point to Point Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Presented by Brian Levitt, Global Market Strategist, Invesco

Thursday, Oct. 17

1-1:45 p.m. Eastern Time

Learn why Presidents have historically had less impact on markets than people tend to believe.

Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t.

Hosted by: James W. Hayes, Private Wealth Advisor with Point to Point Wealth Planning,

A private wealth advisory practice of Ameriprise Financial Services, LLC

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Invesco and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

Why a Roth IRA, why Now? Valuable tips to help you reach your goals

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Nicole Magnusson, Financial Advisor - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Roth IRAs can be used to help generate income in retirement by investing after-tax dollars. During this presentation we’ll provide an overview of the Roth IRA and discuss some of the nuances and tax benefits available through this retirement vehicle.
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Major Changes to College Search in 2024

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Cozy Wittman, Education and Partnerships - College Inside Track

James W. Hayes, Private Wealth Advisor with Point to Point Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us Thursday, July 18

1-1:45 p.m. Eastern Time

This past year has resulted in some of the most significant changes to the college planning process in decades.

· Admission trends have changed around how colleges admit students.

· Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests.

· The number of schools on the “more selective” list continues to grow.

· Substantial changes to the FAFSA and financial aid may make college more expensive.

Join Point to Point as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.

Hosted by: James W. Hayes, Private Wealth Advisor with Point to Point Wealth Planning,

A private wealth advisory practice of Ameriprise Financial Services, LLC

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Click Here to Register

This is an informational seminar. There is no cost or obligation.

College Inside Track and its representative are not affiliated with Ameriprise Financial, Inc.

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.6663310ACMR0624