Holiday Wreath Decorating Date: Wednesday, November 20, 2024 Time: 3:00 PM - 6:00 PM PST Location: Lobby Conference Room, 929 108th Ave NE, Bellevue, WA 98004 Hosted By: Ameriprise Bellevue We will have wreaths and supplies to make the perfect Holiday Wreath. To reserve a spot: call us at 425.646.8212 or email us at linda.m.hutchinson@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Coffee & Food Drive Date: Friday, November 22, 2024 Time: 7:00 AM - 10:00 AM PST Location: Huxdotter Coffee, 101 West Park ST, North Bend, WA 98045 Hosted By: Legacy 29 Wealth Advisors The advisors of Legacy 29 Wealth Advisors invite you to enjoy your favorite drink on us at a drive-thru event at Huxdotter Coffee. Consider bringing a food donation for the Snoqualmie Valley Food Bank. To reserve a spot: email us at legacy29wealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Holiday Wreath Decorating Date: Friday, November 22, 2024 Time: 1:00 PM - 4:00 PM PST Location: Si View Community Center, 400 SE Orchard Dr, Social Room, North Bend, WA 98045 Hosted By: Legacy 29 Wealth Advisors We will have wreaths and decorations to make Holiday Wreaths. To reserve a spot: call us at 425.372.4829 or email us at legacy29wealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Take your Microsoft workplace retirement strategy to the next level Date: Tuesday, November 12, 2024 Time: 5:00 PM - 7:00 PM PST Location: Microsoft Bldg. 44 Cloud Room, 15595 NE 36th ST, Redmond, WA 98052 Presented By: Jeffrey C Mitchell, Associate Manager - Ameriprise Financial Hosted By: Ameriprise Financial Services, LLC. During this session, you'll learn:-Why workplace benefits are important-Microsoft benefits to take advantage of to reach retirement goals-Contributions-Taxes-Investments-Distributions Ameriprise Financial Services, LLC,invites you to a seminar event. This is not a Microsoft sponsored event. Thisis an informational seminar. There is no cost or obligation. The presentationwill be based on information we have obtained related to your company'sretirement plans from other plan participants and third-parties and is intendedto give an overview of key provisions we believe to be accurate. You shouldcarefully review the terms of your plan documents to confirm the key terms ofyour company's retirement plans. Ameriprise Financial, Inc. and its affiliatesdo not offer tax or legal advice. Consumers should consult with their taxadvisor or attorney regarding their specific situation. Investment products arenot insured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2024 Ameriprise FinancialInc. All rights reserved. 7172314ACMR1024
Take your Microsoft retirement strategy to the next level - Virtual Date: Tuesday, November 12, 2024 Time: 11:00 AM - 12:00 PM PST Join this event online Presented By: Jeffrey Mitchell, Associate Manager Hosted By: Ameriprise Financial, LLC During this session you'll learn: Why workplace benefits are important, Microsoft benefits to take advantage of to reach retirement goals, Contributions, Taxes, Investments & Contributions. Ameriprise Financial Services, LLC,invites you to a seminar event. This is not a Microsoft sponsored event. Thisis an informational seminar. There is no cost or obligation. The presentationwill be based on information we have obtained related to your company'sretirement plans from other plan participants and third-parties and is intendedto give an overview of key provisions we believe to be accurate. You shouldcarefully review the terms of your plan documents to confirm the key terms ofyour company's retirement plans. Ameriprise Financial, Inc. and its affiliatesdo not offer tax or legal advice. Consumers should consult with their taxadvisor or attorney regarding their specific situation. Investment products arenot insured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. MemberFINRA and SIPC. © 2024 Ameriprise Financial Inc. Allrights reserved. 7172314ACMR1024
Balancing Life Today and Dreams of Tomorrow: A Night of Travel Tales and Practical Tips Date: Thursday, September 12, 2024 Time: 5:30 PM - 7:00 PM PDT Location: Lobby Conference Center, 929 108th Ave SE, Bellevue, WA 98004 Presented By: Jeffrey C. Mitchell, CRPC, APMA. Associate Manager & Managing Director, Legacy 29 Wealth Advisors Hosted By: Jeffrey C. Mitchell, CRPC, APMA. Associate Manager & Managing Director, Legacy 29 Wealth Advisors Founder of Go Custom Travel curating private, immersive journeys worldwide since 2009. Laura scouts awe-inspiring experiences, unique accommodations and unexpected destinations. Handcrafted itineraries highlight that nature, wildlife, local culture and cuisine. Jeffrey C. Michell , CA insurance 4252928Jeffrey C. Michell , CA insurance 4252928 This is an informational seminar. There is no cost or obligation. Investment product 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. (c) 2024 Ameriprise Financial, Inc. All right reserved.
Are you Leveraging all the Technology Available to you at Ameriprise Date: Tuesday, August 20, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Will Chase, Senior Director Digital Marketing - Ameriprise Financial Services, LLC Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® Learn more about the following: Get "on-the-go" access Message Center Statements & Documents Total View Using e-Signature Personalize your Accounts This is an informational seminar. There is no cost or obligation. Not FDIC Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights Wil reserved. 6373079ACMR0224
Wine Tasting: 7 Things No One Tells You About Retirement Date: Thursday, July 25, 2024 Time: 5:00 PM - 7:00 PM PDT Location: Lobby Conference Center, 929 108th Ave NE, Bellevue, WA 98004 Presented By: Dhamandeep Judge, Regional Advisor Consultant with Columbia Threadneedle Investments Hosted By: Legacy 29 Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Wine Tasting with Fielding Hills of Chelan, WAHeavy Appetizers Provided! This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investment products are not insured by 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. 6741307ACMR0724