Student of the Market: Investing in an Election Year Date: Thursday, November 21, 2024 Time: 12:00 PM - 1:00 PM PST You must RSVP to receive access credentials for this event or seminar Presented By: Mark Peterson, Director, Market and Portfolio Insights - BlackRock Hosted By: AGP Wealth Advisors Investing and allocating assets within election years may seem challenging given potential short-term volatility. Additionally, investors tend to express their election outcome uncertainty by building cash allocations instead of staying invested in the markets. However, history shows that remaining close to strategic asset allocation targets may help investors reach their long-term goals. Please join us, to hear BlackRock’s thoughts on how to manage through this volatility and uncertainty. Mark Peterson is a 25-year industry veteran with extensive expertise and experience educating advisors and investors on market and investment topics. Mark’s responsibilities include relating BlackRock’s investment strategy and investment views to advisors and investors. Mark is the author of the popular Student of the Market monthly publication that is distributed widely to advisors across the country. Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank. Mark also spent time on the floor of the Board of Trade and Chicago Mercantile. BlackRock and its representatives are not affiliated with Ameriprise Financial Inc.
7 Things No One Tells You About Retirement Date: Thursday, May 16, 2024 Time: 12:00 PM - 1:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Dhamandeep S. Judge, Regional Advisor Consultant - Columbia Threadneedle Hosted By: AGP Wealth Advisors Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement. Retirement may be one of the most eagerly anticipated phases of life, but it can also be the least understood — particularly when it comes to the more personal, non-financial side of life after work. For too long, retirement planning has focused solely on helping people map out how their financial circumstances will change. But what about how they might be affected personally and emotionally? Columbia Threadneedle is an affiliate of Ameriprise Financial Inc. 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. The Compass is a trademark of Ameriprise Financial Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.