Past events

Understanding Sleep and Anxiety for Optimal Performance

EDT

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Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management

Richard Baum- Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary presentation, we will be discussing:

• Common concerns including burnout and fatigue.

• How to boost productivity.

• Ways to foster professional interaction, balance stress, enhance effective communication, improve sleep, and achieve a healthy work-life balance.

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value. This is an informational seminar. There is no cost or obligation. Dr. Melissa Milanak is not affiliated with Ameriprise Financial, LLC. Or any of their subsidiaries. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial Inc. All rights reserved. 6384052ACMR0224

Are you Leveraging all the Technology available to you at Ameriprise?

EDT

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Sebastian Gonzalez, Branch Manager | Financial Advisor - Ameriprise Financial Services, LLC

Richard Baum - Financial Advisor

Ameriprise Financial Services, LLC

Learn about the following:

- Get “on-the-go” access

- Message Center

- Statements & Documents

- Total View

- Using e-Signature

- Personalize your Accounts

This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.

Social Security: Preparing for Retirement

EDT

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Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management

Richard Baum- Financial Advisor

Ameriprise Financial Services, LLC

During this complimentary session, we’ll address:

- Important components of Social Security Benefits

- How Social Security Benefits are calculated

- Discuss options for anyone who has ever been married

- Role of taxes and your retirement plan

This is an informational seminar. There is no cost or obligation. MFS and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, LLC and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding theirs specific situation. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and can involve investment risks including possible loss of principal and fluctuation of value. Ameriprise Financial Services, LLC member FINRA and SIPC.©2022 Ameriprise Financial LLC. All rights reserved.