Health, wealth and a confident retirement Date: Tuesday, November 5, 2024 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Are you feeling confident about retirement? With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:Plan to bring your retirement dreams and goals more within reachUnderstand how financial and physical health may be intertwinedLearn ways to generate dependable income that could last through your whole retirement 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.
Living well today and tomorrow: Actionable strategies and exploration of options for your portfolio Date: Tuesday, October 15, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC During this complimentary seminar, you'll learn actionable strategies that can help you:Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order. Before you purchase, be sure to ask your advisor about the life insurance policy’s features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives.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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Market and Economic Update Date: Tuesday, September 10, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.
Planning for the future: An approach for your whole family Date: Tuesday, August 13, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones 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. © 2023 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Tuesday, June 11, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.