Market Update Conference Call Q&A Discussion Series Date: Monday, February 10, 2025 Time: 8:00 AM - 9:00 AM PST Location: WGG Wealth Partners , 3741 Douglas Blvd, Ste 290, Roseville, CA 95661 Presented By: Bret Glover CFP®, CRPC®, AIF®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you to make the right decisions for your financial future. We invite you to join us every second Monday of the month at 8:00 a.m., for a live market update conference call Q&A discussion series Please, email us at wggweatlhpartners@ampf.com for a copy of the Forefield "Market Week Summary", which is the basis of the call and Q&A. If you would like to send your questions in advance of the call, email them to wggwealthpartners@ampf.com. Chris Shuba, Founder of Helios Quantitative Research will be available for Q&A. Dial-in: (844)799-2451 - Toll-Free (720)362-6538 - Toll Passcode:552 16 491# For more information: email us at wggwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investments risks including possible loss of principal and fluctuation in value.
Navigating your Social Security benefits Date: Wednesday, February 19, 2025 Time: 8:00 AM - 9:00 AM PST Join this event online Presented By: Stephanie Kerns, CFP®, CDFA®, APMA®, Private Wealth Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private Wealth Advisory Practice of Ameriprise Financial Services, LLC Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. For more information: email us at shannon.huddy@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. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Wednesday, February 19, 2025 Time: 1:00 PM - 2:00 PM PST Join this event online Presented By: Stephanie Kerns, CFP®, CDFA®, APMA®, Private Wealth Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private Wealth Advisory Practice of Ameriprise Financial Services, LLC Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. For more information: email us at shannon.huddy@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. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Market Update Conference Call Q&A Discussion Series Date: Monday, March 10, 2025 Time: 8:00 AM - 9:00 AM PDT Location: WGG Wealth Partners , 3741 Douglas Blvd, Ste 290, Roseville, CA 95661 Presented By: Bret Glover CFP®, CRPC®, AIF®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you to make the right decisions for your financial future. We invite you to join us every second Monday of the month at 8:00 a.m., for a live market update conference call Q&A discussion series Please, email us at wggweatlhpartners@ampf.com for a copy of the Forefield "Market Week Summary", which is the basis of the call and Q&A. If you would like to send your questions in advance of the call, email them to wggwealthpartners@ampf.com. Chris Shuba, Founder of Helios Quantitative Research will be available for Q&A. Dial-in: (844)799-2451 - Toll-Free (720)362-6538 - Toll Passcode:552 16 491#For more information: email us at wggwealthpartners@ampf.com For more information: email us at wggwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investments risks including possible loss of principal and fluctuation in value.
Market Update Conference Call Q&A Discussion Series Date: Monday, April 14, 2025 Time: 8:00 AM - 9:00 AM PDT Location: WGG Wealth Partners , 3741 Douglas Blvd, Ste 290, Roseville, CA 95661 Presented By: Bret Glover CFP®, CRPC®, AIF®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you to make the right decisions for your financial future. We invite you to join us every second Monday of the month at 8:00 a.m., for a live market update conference call Q&A discussion series Please, email us at wggweatlhpartners@ampf.com for a copy of the Forefield "Market Week Summary", which is the basis of the call and Q&A. If you would like to send your questions in advance of the call, email them to wggwealthpartners@ampf.com. Chris Shuba, Founder of Helios Quantitative Research will be available for Q&A. Dial-in: (844)799-2451 - Toll-Free (720)362-6538 - Toll Passcode:552 16 491# For more information: email us at wggwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investments risks including possible loss of principal and fluctuation in value.
Market Update Conference Call Q&A Discussion Series Date: Monday, May 12, 2025 Time: 8:00 AM - 9:00 AM PDT Location: WGG Wealth Partners , 3741 Douglas Blvd, Ste 290, Roseville, CA 95661 Presented By: Bret Glover CFP®, CRPC®, AIF®, Financial Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you to make the right decisions for your financial future. We invite you to join us every second Monday of the month at 8:00 a.m., for a live market update conference call Q&A discussion series Please, email us at wggweatlhpartners@ampf.com for a copy of the Forefield "Market Week Summary", which is the basis of the call and Q&A. If you would like to send your questions in advance of the call, email them to wggwealthpartners@ampf.com. Chris Shuba, Founder of Helios Quantitative Research will be available for Q&A. Dial-in: (844)799-2451 - Toll-Free (720)362-6538 - Toll Passcode:552 16 491# For more information: email us at wggwealthpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Helios Quantitative Research and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investments risks including possible loss of principal and fluctuation in value.