Financial Planning: A personal guide Date: Thursday, March 13, 2025 Time: 2:30 PM - 3:00 PM 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 A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. To reserve a spot: email us at john.j.lomba@ampf.com RSVP Online Event registration You're invited to a virtual cocktail and mixology class Date: Thursday, March 20, 2025 Time: 6:30 PM - 7:30 PM 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) Number of additional guests attending with you (optional) 01 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. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Come and View Our New Space Date: Tuesday, March 18, 2025 Time: 2:00 PM - 4:00 PM EDT Location: 10225 Ulmerton Rd, Ste 5A, Largo, FL 33771 Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner You're invited to come view our new space. We are excited about our recent changes and we are looking forward to your visit! To reserve a spot: email us at john.j.lomba@ampf.com RSVP Online Event registration You're invited to a virtual cocktail and mixology class Date: Thursday, March 20, 2025 Time: 6:30 PM - 7:30 PM 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) Number of additional guests attending with you (optional) 01 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
You're invited to a virtual cocktail and mixology class Date: Thursday, March 20, 2025 Time: 6:30 PM - 7:30 PM EDT You must RSVP to receive access credentials for this event or seminar Hosted By: John J. Lomba, ChFC®, APMA®, CRPS® Financial Advisor | Managing Partner We’re hosting a virtual cocktail and mixology class and would love if you could attend. Our cocktail expert guide will show us how to make some of our favorite cocktails while sharing some history and mythology of these cocktails. If you’d like to attend, please RSVP to reserve your spot so we can ship you a cocktail tasting kit! To reserve a spot: email us at john.j.lomba@ampf.com RSVP Online Event registration You're invited to a virtual cocktail and mixology class Date: Thursday, March 20, 2025 Time: 6:30 PM - 7:30 PM 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) Number of additional guests attending with you (optional) 01 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
Taking control of your workplace retirement benefits Date: Thursday, March 27, 2025 Time: 5:00 PM - 6:30 PM EDT Location: Sugarcreek Park, 10225 Ulmerton Rd , Ste 5A , Largo, FL 33771 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 why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. To reserve a spot: email us at john.j.lomba@ampf.com RSVP Online Event registration You're invited to a virtual cocktail and mixology class Date: Thursday, March 20, 2025 Time: 6:30 PM - 7:30 PM 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) Number of additional guests attending with you (optional) 01 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. 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, 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. 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 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.