Upcoming events

Market and Economic Update

CST

Oak Grove Tavern, 4371 53rd Ave, Bettendorf, IA 52722

Kerry Toporowski, Financial Advisor & Franchise Owner - Toporowski, Clark & Romans Financial Gropu

Toporowski, Clark & Romans Financial Group

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.
To reserve a spot: call us at 563.214.1857 or email us at lisa.a.zepeda@ampf.com
RSVP Online
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.

Preparing for taxes in retirement

CST

You must RSVP to receive access credentials for this event or seminar

Kate Rothenberger, MBA, Financial Advisor - Toporowski, Clark & Romans Financial Group

Kate Rothenberger, MBA

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.
To reserve a spot: call us at 563.214.1857 or email us at kate.rothenberger@ampf.com
RSVP Online
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.

Join us for some hockey

CDT

Vibrant Arena at the Mark, 1201 River Dr, Moline, IL 61265

Toporowski, Clark & Romans Financial Group - A Financial Advisory Practice of Ameriprise Financial Services, LLC

Toporowski, Clark & Romans Financial Group

Please join us at the ice rink. We are going to have a great time watching the game together.
To reserve a spot: call us at 563.214.1854 or email us at lisa.a.zepeda@ampf.com
RSVP Online