Real estate: Important considerations for you and your family Date: Wednesday, November 13, 2024 Time: 10:00 AM - 10:45 AM EST You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. To reserve a spot: email us at john.j.lomba@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.Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.
Join us for a cocktail reception Date: Thursday, October 24, 2024 Time: 5:00 PM - 6:00 PM EDT Location: The Edition Hotel, 500 Channelside Drive, Tampa, FL 33602 Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner Please join us for an evening of cocktails and hors d’oeuvres. We will relax and enjoy each other's conversation. Cheers! To reserve a spot: email us at John.j.lomba@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
How an estate plan puts you in control Date: Wednesday, October 23, 2024 Time: 10:00 AM - 10:45 AM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.
Real estate: Important considerations for you and your family Date: Wednesday, October 16, 2024 Time: 10:00 AM - 10:45 AM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. This is an informational seminar. There is no cost or obligation.Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.
How an estate plan puts you in control Date: Wednesday, October 9, 2024 Time: 10:00 AM - 10:45 AM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.
How an estate plan puts you in control Date: Wednesday, September 18, 2024 Time: 10:00 AM - 10:45 AM EDT You must RSVP to receive access credentials for this event or seminar Presented By: John J. Lomba, ChFC®, APMA®, CRPS®, Financial Advisor | Managing Partner - Gratium Wealth Planning A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.