Upcoming events

When Your Health and Money Intersect

EST

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Mike Graci, Senior Financial Wellness Consultant - Blackrock

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money?

Join us to discuss:

• Key discussions and decisions

• How a little preparation goes a long way

• How your financial professional can help

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 734.477.5230

Past events

2024 Election: Red, Blue & You - The Road Ahead in Washington

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Elizabeth Varley, Senior Vice President, Federal Government Affairs Office - Columbia Threadneedle

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Seminar: Washington Update

EST

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Scott Orr, CFA, VP Government Relationships, Head of Southern Region and Public Affairs - Fidelity Investments

Nelson, Kellmann & Associates, 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

Seminar: People Care About Elections. Markets Don't.

EDT

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Brian Levitt, Global Market Strategist - Invesco

Nelson, Kellmann & Associates, 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

Seminar: 7 Things No One Tells You About Retirement

EDT

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Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Look beyond the dollars and cents of traditional retirement planning. 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.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Seminar: The Home Stretch: Seven Things To Do in the Decade Before You Retire

EDT

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Tim Nichols, VP-Senior Advisor Consultant - Franklin Templeton

Nelson, Kellmann & Associates, 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