When Your Health and Money Intersect Date: Thursday, February 20, 2025 Time: 12:00 PM - 12:45 PM CST Join this event online Presented By: Mike Graci, Senior Financial Wellness Consultant - Blackrock Hosted By: Point to Point Wealth Planning, 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 For more information: call us at 302.995.7526 or email us at Betsy.Mitchell@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. 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 Blackrock 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. 7454543ACMR1224
How to navigate volatile markets Date: Thursday, October 24, 2024 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: 68hodw Join this event online Presented By: Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Why a Roth IRA, why Now? Valuable tips to help you reach your goals Date: Thursday, August 22, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: 9Doumu Join this event online Presented By: Nicole Magnusson, Financial Advisor - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Roth IRAs can be used to help generate income in retirement by investing after-tax dollars. During this presentation we’ll provide an overview of the Roth IRA and discuss some of the nuances and tax benefits available through this retirement vehicle. This is an informational seminar. There is no cost or obligation.Ameriprise Financial cannot guarantee future financial results.Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.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.Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved.