Behavioral Finance: Why investors make the decisions they do Date: Thursday, February 20, 2025 Time: 5:30 PM - 6:30 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Liam Coffey, Regional Investment Consultant Fidelity Institutional - Fidelity Hosted By: David Rosenthal a private wealth advisor and Andrew Phillips a Financial Advisor of Ameriprise Financial Sponsored By: Fidelity During this complimentary session, we’ll explore how behavioral finance informs every financial decision we make. We’ll learn how changes over time affect decision-making and will discuss the reasons behind decision-making. Additionally, we’ll break down the different types of bias and h ow to create a plan to stay focused on your long-term goals. To reserve a spot: call us at 410.846.1441 or email us at Theresa.b.murphy@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar David Rosenthal CA insurance # 0I50212, Andrew Phillips CA insurance # 4362667 This is an informational seminar. There is no cost or obligation. This event is sponsored by: Fidelity Investments. This sponsor and representative 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. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
The Road Ahead - Navigating Inflation, Rising Rates, Volatility Date: Thursday, April 24, 2025 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Nikko Pontrello, Internal Wholesaler - First Trust Advisors Hosted By: David Rosenthal a private wealth advisor and Andrew Phillips a Financial Advisor of Ameriprise Financial Sponsored By: First Trust Advisors During this complimentary session we’ll discuss the current state of the economy, positioning for inflation, rising rates and volatility and how to maintain a long-term perspective in volatile times. To reserve a spot: call us at 410.846.1441 or email us at Theresa.b.murphy@ampf.com RSVP Online Event registration 8,000 Days Date: Thursday, September 18, 2025 Time: 5:30 PM - 6:30 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar David Rosenthal CA insurance # 0I50212, Andrew Phillips CA insurance # 4362667 This is an informational seminar. There is no cost or obligation. This event is sponsored by: Fidelity Investments. This sponsor and representative 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. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Social Security: Preparing for Retirement Date: Thursday, July 17, 2025 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Jon Lapolla, Internal Sales Manager with MFS - MFS Hosted By: Alinea Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: MFS During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. To reserve a spot: call us at 410.846.1441 or email us at Theresa.b.murphy@ampf.com RSVP Online Event registration 8,000 Days Date: Thursday, September 18, 2025 Time: 5:30 PM - 6:30 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar David Rosenthal CA insurance # 0I50212, AndrewPhillips CA insurance # 4362667 This is an informational seminar. There is no costor obligation. This event is sponsored by: MFS Investments. Thissponsor and 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 guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rightsreserved. 7475823ACMR1224
Retain Your Brain: How to age-proof your most valuable asset Date: Thursday, August 21, 2025 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Kevin Eberly, Regional Vice President - Hartford Funds Hosted By: David Rosenthal a private wealth advisor and Andrew Phillips a Financial Advisor of Ameriprise Financial Sponsored By: Hartford Funds During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself. We’ll explore: · Your Age vs your Brain’s Age · The Importance of Brain Health · How to Age-Proof Your Brain To reserve a spot: call us at 410.846.1441 or email us at Theresa.b.murphy@ampf.com RSVP Online Event registration 8,000 Days Date: Thursday, September 18, 2025 Time: 5:30 PM - 6:30 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar David Rosenthal CA insurance # 0I50212, Andrew Phillips CA insurance # 4362667 This is an informational seminar. There is no cost or obligation. This event is sponsored by: Fidelity Investments. This sponsor and representative 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
8,000 Days Date: Thursday, September 18, 2025 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Kevin Eberly , Regional Vice President - Hartford Funds Hosted By: David Rosenthal a private wealth advisor and Andrew Phillips a Financial Advisor of Ameriprise Financial Sponsored By: Hartford Funds Retirement if often looked at as an end – the end of a career or the final stage in one’s life. But if you’re looking at retirement as the end goal, you might not be preparing the best way. With longer life spans today than ever before, how will you prepare for your 8,000 days of retirement? During this session we’ll discuss · The 8,000 day life segments · The four phases of retirement and important considerations of each · How to prepare for your 8,000 day retirement To reserve a spot: call us at 410.846.1441 or email us at Theresa.b.murphy@ampf.com RSVP Online Event registration 8,000 Days Date: Thursday, September 18, 2025 Time: 5:30 PM - 6:30 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar David Rosenthal CA insurance # 0I50212, Andrew Phillips CA insurance # 4362667 This is an informational seminar. There is no cost or obligation. This event is sponsored by: Fidelity Investments. This sponsor and representative 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.