Technology Open House Date: Tuesday, June 18, 2024 Time: 5:00 PM - 6:00 PM CDT Join this event online Presented By: Scott Allen, Vice President, Digital Engagement - Ameriprise Financial Hosted By: Ameriprise Financial Services, LLC Learn more about the following: • Get “on-the-go” access • Message Center • Statements & Documents • Total View • Using e-Signature • Personalize your Accounts
Social Security Date: Thursday, June 13, 2024 Time: 6:00 PM - 7:00 PM CDT Location: Morton's Grille, 25 Waterway Avenue, The Woodlands, TX 77380 Presented By: Daniel Hurley, Partner - Social Security Informed Hosted By: The Woodlands branch of Ameriprise Financial Services, Inc. Social Security
7 Things no one tells you about retirement Date: Tuesday, April 16, 2024 Time: 5:00 PM - 6:00 PM CDT Join this event online Presented By: Andrew Aldi, III, CFP®, CIMA®, Division Manager - Columbia Threadneedle Investments Hosted By: John Schantz, APMA™, Financial Advisor Sponsored By: Gulf Lakes Region of Ameriprise Financial, LLC Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.
Economic & Market Outlook Date: Tuesday, February 20, 2024 Time: 5:00 PM - 6:00 PM CST ONLINE EVENT PASSCODE: Meeting1! Join this event online Presented By: Russell Price, CFA®, Chief Economist - Ameriprise Financial Services, LLC Hosted By: The Gulf Lakes Region of Ameriprise Financial Services, LLC Join us to discuss:* Two ways of looking at the economy* Market conditions* Investment implications