Investments 101 Date: Wednesday, August 14, 2024 Time: 10:00 AM - 11:00 AM CDT Location: Relentless Breed Sports Health, 2161 NW Loop 410, San Antonio, TX 78213 Presented By: Taerikk Perry, Financial Advisor - Ameriprise Financial Services LLC Hosted By: Taerikk Perry This event discusses the difference between savings and investing and explores the key characteristics of core investment vehicles. By the end of this presentation, you will be able to: Identify the differences between saving and investing Recall key characteristics of core investment vehicles, such as: stocks, bonds, mutual funds, exchange traded funds (ETFs) and annuities Describe considerations to take before making an investment decision 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.
Earn, Save & Spend Date: Wednesday, July 24, 2024 Time: 10:00 AM - 11:00 AM CDT Location: Relentless Breed Sports Health & Fitness, 2161 NW Loop 410, San Antonio, Texas, TX 78213 Presented By: Taerikk Perry, Associate Financial Advisor - Ameriprise Financial Advisor Hosted By: Ameriprise Financial Services, LLC This event will review fundamental financial principles to help you feel more confident and competent in assessing your financial situation. By the end of this presentation, you will be able to: • Identify and understand your financial goals • Describe the steps to create a budget • Explain the importance of an emergency fund 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. © 2022 Ameriprise Financial, Inc. All rights reserved.