Turns in the Road: Navigating Through Transitions Date: Wednesday, March 12, 2025 Time: 6:00 PM - 9:00 PM EDT Location: The Capital Grille, 44 Front St, Hartford, CT 06103 Presented By: Strider Elass, Senior Economist - First Trust Portfolios L.P. Hosted By: Harbor Tides Capital, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services LLC We invite you to First Trust’s Presentation at Capital Grille where Strider Elass will help put the current state of affairs in perspective and also show why the next 10 years could be very optimistic. First Trust Portfolios provides a detailed history of just about every economic indicator, their impacts on S&P 500returns, and analysts' expectations for the near future. Included in the overview and history of economic indicators were: S&P 500 Index since 1926,strategists projected percentage change in S&P 500 for year-end 2024,Magnificent Seven* weighting on the market, returns before and after recessions, the M2 money supply, the US fiscal deficit, cost of servicing the debt as a percent of GDP, inflation (CPI) versus average hourly earnings, equity and fixed income returns in years with high inflation, and much more. For more information: call us at 860.380.2102 or email us at David.Kittredge@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. This event is sponsored by: First Trust Portfolios L.P. These sponsors and 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7653708ACMR0225
Economic and Market Outlook Date: Tuesday, March 18, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Ameriprise Chief Economist, Russell Price, will share his perspectives on the General market outlook, including market conditions and potential investment implications For more information: call us at 203.285.1834 or email us at Ashley.gaines@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 orobligation. Third party companies mentioned 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 by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial Inc. All rights reserved.
Social Security: Preparing for Retirement Date: Tuesday, April 8, 2025 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - Important components of Social Security Benefits - How Social Security Benefits are calculated - Options for anyone who has ever been married - The role of taxes in your retirement plan For more information: call us at 203.285.1834 or email us at Ashley.gaines@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. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC©2025 Ameriprise Financial Inc. all rights reserved.
How to Stay Safe from Identity Theft & Cybercrime Date: Tuesday, February 25, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Jeff Lanza, Former FBI Agent - John Hancock Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary presentation, we’ll discuss: · The impact of technology · Understanding the threats · Protecting you and your family · Accountability and support This is an informational seminar. There is no cost or obligation. This event is sponsored by: John Hancock Investments. Neither Jeff Lanza not John Hancock Investments are affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA, or any federal agency, are not deposits or obligations of, any financial institution, and involve investment risk 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. 7458444ACMR0125
Washington Update Date: Tuesday, January 28, 2025 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Elizabeth Varley, Senior Vice President Government Affairs - Ameriprise Financial Hosted By: Harbor Tides Capital, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Elizabeth will discuss the post-election and investment landscape, including a market update and insights for investors to consider 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 risk including possible loss of principal and fluctuation in value. 7355971ACMR1124
North Pole Express & Future Scholar: Education Planning and Funding Date: Thursday, December 19, 2024 Time: 8:00 PM - 10:00 PM EST Location: Essex Steam Train, 1 Railroad Ave, Essex, CT 06426 Presented By: Adam Shanahan, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Harbor Tides Capital, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC We cordially invite you to join us for a night of holiday cheer, wonder, and festivities aboard the North Pole Express at the Essex Steam Train along with a presentation of Future Scholar: Education Planning and Funding! Highlights of the Evening: · Every coach becomes a stage for a live musical performance of “The Night Before Christmas.” · Celebrate the season with Santa and Mrs. Claus · Festive sing-a-longs · Hot chocolate and sugar cookies Dress warmly for this festive winter adventure, children are invited to wear their favorite pajamas! Don’t forget to bring your holiday spirit! We look forward to sharing this magical journey with you and spreading the joy of the holiday season. Your presence will make this event even more special. Additionally, there will be a presentation of Future Scholar: Education Planning and Funding. Presented by Adam Shanahan, Regional Advisor Consultant with Columbia Threadneedle Investments. This is a first come first serve basis and space is very limited and fills up fast, so please call or email to see if there is still space available. There is no cost or obligation. This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (ColumbiaThreadneedle) is the global brand name of the Columbia and Threadneedle groupof companies. This seminar is sponsored by Columbia Management InvestmentAdvisers, LLC. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. 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. 7092048ACMR1024
Family Love Letter Date: Tuesday, November 19, 2024 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: Harbor Tides Capital, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - What the Family Love Letter Is A roadmap for the next generation Stories, hopes, & desire…in the event of incapacity or loss The link to the “voice of family dynamics” - What is the purpose? To preserve relationships Provide security This is not a legal document but a SYSTEM to gather information The longer we live, the longer, deeper and wider our paper trail There is no obligation or cost for this event. Karen Drancik and Neuberger Berman Advisor Institute 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 a 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 LLC. All rights reserved. 6530236ACMR042024
Economic and Market Outlook Date: Tuesday, October 15, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Harbor Tides Capital, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, you will learn about: · How recent events can impact your finances · The factors that may contribute to market volatility · Strategies to help weather market uncertainty 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial Inc. All rights reserved.