Upcoming events

Identity Theft: What can I do to protect myself?

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Matthew Kobata, CFP®, Vice President and Financial Advisor Consultant - American Century Investments

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
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Lee Dover, CA Insurance#0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License#0E97141, Eric Glade, CA Insurance License #0B16057, Brian Colla, CA Insurance License #0G83777, Bryan Perez, CA Insurance License #4373595, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

This is an informational seminar. There is no cost or obligation.

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

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.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Social Security: Options to help you maximize your benefits

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Elaine Simmons, Partner at Social Security Informed in partnership with - Fidelity Investments

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Ryan Mula, Regional Director with Fidelity Investments

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

Lee Dover, CA Insurance#0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License#0E97141, Eric Glade, CA Insurance License #0B16057, Brian Colla, CA Insurance License #0G83777, Bryan Perez, CA Insurance License #4373595, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

This is an informational seminar. There is no cost or obligation.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

This event is sponsored by: Fidelity Investments. This sponsor and representativeare not affiliated with Ameriprise Financial.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are not depositsor obligations of, or guaranteed by any financial institution, and involveinvestment 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.

Guide to the Markets

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Cory Colnon, Vice President - J.P. Morgan Asset Management

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll share insights on today’s most critical economic and investment topics.

We’ll discuss:

  • Economic landscape and outlook for the current year
  • Key drivers and trends taking place in the markets

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Brian Colla, CA Insurance License #0G83777, Bryan Perez, CA Insurance License #4373595, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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.

The Home Stretch: Seven Things You Need to Do in the Decade Before You Retire

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Justin Garrett, Senior Advisor Consultant, and Grace Bumpus, Senior Wealth Planning Specialist - Franklin Templeton

Sentinel Wealth Advisory Group, 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

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Brian Colla, CA Insurance License #0G83777, Bryan Perez, CA Insurance License #4373595, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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.

Family Wealth Management: Generational Wealth Conversations

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Bill Gevov, CIMA®, Senior Regional Consultant - MFS Investment Management

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

As you set and then communicate goals for your family, these three things can help:

  1. Understanding why transfers of wealth often "fail."
  2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes.
  3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes.
Join us for a complimentary session where we’ll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future.

Lee Dover, CA Insurance#0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Brian Colla, CA Insurance License #0G83777, Bryan Perez, CA Insurance License #4373595, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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.

Market Snapshot September

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Dori Hetrick, Regional Director, and John Tousley, CFA and Managing Director - Goldman Sachs

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Lee Dover, CA Insurance#0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CAInsurance License #0E35387,

Ivan Kan, CA InsuranceLicense #0F32813, Andre Logan, CA Insurance License #0I68239, RobertSmotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License#0E97141, Eric Glade, CA Insurance License #0B16057, Brian Colla, CA InsuranceLicense #0G83777, Bryan Perez, CA Insurance License #4373595, Carl Davis, CAInsurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

Thisis an informational seminar. There is no cost or obligation.

Goldman Sachs and its representatives are notaffiliated with Ameriprise Financial, Inc.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.