Navigating your Social Security benefits Date: Friday, November 22, 2024 Time: 11:00 AM - 12:00 PM PST Location: Signal Hill Public Library, 800 E Hill St, Signal Hill, CA 90755 You must RSVP to receive access credentials for this event or seminar Presented By: Jose L. Quintanilla, CEPA®, CRPC™, APMA™, Financial Advisor | Business Financial Advisor - Kaizen Wealth Mgmt Grp, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Kaizen Wealth Mgmt Grp, A private wealth advisory practice of Ameriprise Financial Services, LLC Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.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: Thursday, October 17, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Signal Hill Public Library, 800 E Hill St, Signal Hill, CA 90755 You must RSVP to receive access credentials for this event or seminar Presented By: Jose L. Quintanilla, CEPA®, CRPC™, APMA™, Financial Advisor | Business Financial Advisor - Kaizen Wealth Mgmt Grp, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Kaizen Wealth Mgmt Grp, A private wealth advisory practice of Ameriprise Financial Services, LLC 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.
Caring for aging loved ones: What to consider Date: Thursday, October 3, 2024 Time: 6:30 PM - 7:30 PM PDT Location: Signal Hill Public Library, 800 E Hill St, Signal Hill, CA 90755 Presented By: Jose L. Quintanilla, CEPA®, CRPC™, APMA™, Financial Advisor | Business Financial Advisor - Kaizen Wealth Mgmt Grp, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Kaizen Wealth Mgmt Grp, A private wealth advisory practice of Ameriprise Financial Services, LLC As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. 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.
Five things to know about Medicare Date: Friday, September 27, 2024 Time: 11:00 AM - 12:00 PM PDT Location: Signal Hill Public Library, 800 E Hill St, Signal Hill, CA 90755 Presented By: Jose L. Quintanilla, CEPA®, CRPC™, APMA™, Financial Advisor | Business Financial Advisor - Kaizen Wealth Mgmt Grp, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Kaizen Wealth Mgmt Grp, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Wednesday, August 14, 2024 Time: 6:00 PM - 7:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Russell Price, CFA®, Chief Economist - Ameriprise Financial Services, LLC. Hosted By: Kaizen Wealth Mgmt Grp, A Private Wealth Advisory practice of Ameriprise Financial Services, LLC How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. 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.