Past events

Why Social Security Matters: And how to get the most out of it

PDT

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Robert Kron, Managing Director, Advisor Education Specialist - Nuveen

EPIC Wealth Partners

Discover the importance of Social Security by attending our virtual seminar on September 25th at 1:00pm PT presented by Robert Kron from Nuveen!

Whether you're approaching retirement, already retired, or simply planning for the future, this seminar will provide invaluable insights into maximizing your benefits. Robert Kron, an expert with years of experience in the financial sector, will break down complex topics into easily understandable segments.

You will have the opportunity to ask questions, engage in discussions, and receive personalized answers. Don't miss out on this chance to secure your financial future – reserve your spot today and take the first step towards a more informed and confident retirement plan!

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.
Nuveen and their representatives are not affiliated with Ameriprise Financial, Inc.

April Market Snapshot Seminar

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Dori Hetrick, Regional Director - Goldman Sachs

EPIC Wealth Partners

Discover the latest trends and insights in the market by attending our informative virtual April Market Snapshot seminar on April 10th from 1:00pm-1:45pm PT, presented by Dori Hetrick – Regional Director from Goldman Sachs!

Get ready to gain valuable knowledge that can help you make informed decisions in your investments. Whether you're a seasoned investor or just starting out, this event is designed to cater to all levels of expertise.

This is an informational seminar. There is nocost 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 andfluctuation in value.
Goldman Sachs and their representatives are not affiliated with AmeripriseFinancial, Inc.
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Spring Shred Event

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Our Office Parking Lot, 250 N Westlake Blvd Ste 200, Westlake Village, CA 91362

EPIC Wealth Partners

Join EPIC Wealth Partners for our Spring Shred Event. Come enjoy delicious ice cream while disposing of your old documents safely and securely! *3 boxes maximum

If you have any questions or would like to RSVP for this event, email brooke.manoogian@ampf.com