Family Love Letter Event 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: Ross Mannino, CFP®, APMA® Sponsored By: Ameriprise Financial Services, LLC Duringthis complimentary session, we’ll discuss: - What the Family Love Letter Is o A roadmap for the next generation o Stories, hopes, & desire…in the event of incapacity or loss o The link to the “voice of family dynamics” - What is the purpose? o To preserve relationships o Provide security o This is not a legal document but a SYSTEM to gather information o 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
Understanding Medicare Date: Tuesday, September 17, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts , Author & Medicare Expert, Co-founder of Boomer Benefits - Author & Medicare Expert, Co-founder of Boomer Benefits Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this presentation we will be discussing the following: o History of Medicare o Medicare parts and when to enroll o Medicare costs o Medigap o Medicare Advantage o Working past 65 This is an informational seminar. There is no cost or obligation. Sponsored by John Hancock. John Hancock 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 LLC. All rights reserved. 6608811ACMR0524
7 Things No One Tells You About Retirement Date: Tuesday, August 13, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Discussed in thiscomplimentary presentation: · Retirement history reveals a lot · The wrong top 10 list · The unspoken side of retirement · Major transition miscalculation · Where clich� advice goes wrong · The broken period of longevity This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global Brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. 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. 6625311ACMR0524