7 Things No One Tells You About Retirement Date: Thursday, September 19, 2024 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Look beyond the dollars and cents of traditional retirement planning. Joinus for an eye-opening look at what life might look like after work and developa more personal and creative approach to everyday life in retirement. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register For more information: call us at 949.798.5551 or email us at mei.thoe@ampf.com 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Columbia Threadneedle and their representatives are affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724
People Care About Elections. Markets Don't. Date: Thursday, October 17, 2024 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Brian Levitt, Global Market Strategist - Invesco Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Learn why Presidents have historically had less impact on markets than people tend to believe. Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register For more information: call us at 949.798.5551 or email us at mei.thoe@ampf.com 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues Invesco and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724
Washington Update Date: Thursday, November 21, 2024 Time: 10:00 AM - 10:45 AM PST Join this event online Presented By: Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register For more information: call us at 949.798.5551 or email us at mei.thoe@ampf.com 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. Ameriprise Financial, Inc. and its affiliates do notprovide tax or legal advice. Consult your tax advisor or attorney regardingspecific tax issues. Fidelity Investments and their representatives are notaffiliated to Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6717790ACMR0724
The Home Stretch: Seven Things To Do in the Decade Before You Retire Date: Thursday, August 15, 2024 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Tim Nichols, VP-Senior Advisor Consultant - Franklin Templeton Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss · Seven important things you should do before retirement · How to identify potential hurdles · Strategies you can use to help successfully cross the finish line Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. Click Here to Register 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. This is an informational seminar. There is no cost or obligation. Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial, Inc. and its affiliates do notprovide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724
Major Changes to College Search in 2024 Date: Thursday, July 18, 2024 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Cozy Wittman - College Inside Track Hosted By: HOSTED BY: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC This past year has resulted in some of the most significant changes to the college planning process in decades. · Admission trends have changed around how colleges admit students · Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests · The number of schools on the “more selective” list continues to grow · Substantialchanges to the FAFSA and financial aid may make college more expensive Join Ameriprise national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss. Please plan to join the Microsoft Teams event to listen in and view the presentation. Click Here to Register This is an informational seminar. There is no cost or obligation. College Inside Track and its representative are not affiliated with Ameriprise Financial, Inc. 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 byAmeriprise Financial Services, LLC. Member FINRA and SIPC © 2024 Ameriprise Financial, Inc. All rights reserved.6663310ACMR0624
Growing LGBTQ Wealth Date: Thursday, June 20, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can takeaway to improve your financial future. The presentation will include: · LGBTQ+ numbers that matter · Challenges facing the LGBTQ+ community · Investing beyond the headlines · Building your foundation for wealth and well-being Please plan to join the Microsoft Teams event to listen in and view the presentation. Join the meeting now Dial-in by phone: 1-612-351-0276 Conference ID: 403 652 869# Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issue. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved.
Understanding Medicare A to D Date: Thursday, May 16, 2024 Time: 10:00 AM - 10:45 AM PDT Join this event online Presented By: Jeff Nymark, Senior VP, First Eagle Funds Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss: • Medicare basics • Medicare coverage and costs • Medicare drug coverage: Part D • The differences between Original Medicare and Medicare Advantage • Medicare coordination benefit rules Please plan to join the Microsoft Teams event to listen in and view the presentation. Join the meeting now Dial-in by phone: 1-612-351-0276 Conference ID: 290 045 231# Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6087283ACMR1123
Big Questions for a Better Retirement Date: Thursday, April 18, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Eric Magyar, Defined Contribution Specialist - Janus Henderson Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness. Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 341 7559 Click here to join Password: Seminar1! Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6087283ACMR1123