Past events

Virtual Event - Economic Update featuring Russell Price - Chief Economist for Ameriprise Financial

CST

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Russell Price, Chief Economist for Ameriprise Financial and Barry Kruse - Vice President, Global Head Franklin Templeton Academy. - Not Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – Nov 21st , 2024. The event is complimentary. Below are details about the event.

Thursday, November 21st: 4pm – 5pm Central

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy with Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. During this complimentary session, we’ll discuss how fear, the media, and the urge to time the markets influence investors’ emotions. Additionally, we’ll explore investors’ expectations during bull markets and their predisposition to think, “This time it’s different.”We’ll also look at three types of investors and their market expectations and will end the session with a brief overview of U.S. economic history by touring the last eight decades.

Registration Link Ameriprise Virtual Client Event

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

This is an informational seminar. There is no cost or obligation.

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This event is sponsored by: Franklin Templeton. These sponsors 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 guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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Understanding Medicare: The ins and outs of Medicare coverage

CDT

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Jeff Fox, Regional Vice President - John Hancock Funds

Ascent Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Social Security - Preparing for Retirement

CDT

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Ben Mack, Internal Sales Force Manager - MFS

Ascent Financial Partners

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.

Market and Economic update & Generational Wealth Conversations

CDT

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Anthony Saglimbene, Chief Market Strategist - Ameriprise Financial Doug Orton, CRPC®, Vice President, Business Development Consultant, MFS Fund Distributors, Inc.,, Chief Market Strategist & Vice President, Business Development Consultant, MFS Fund Distributors Inc - Not Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 4pm – 5pm Central

Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

Registration Link: Ameriprise Virtual Client Event - May 2024

After you register, you will receive an email confirmation from MS Teams with your Registration ID and the link to join the seminar.

This is an informational event. There is no cost or obligation. MFS and its 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 guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

7 Things No One Tells You About In Retirement

CDT

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Andrew V. Aldi III, CFP®, CIMA®, Division Manager - Columbia Threadneedle Investments

Ascent Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

This is an informational seminar. There is no cost or obligation.

Columbia Threadneedle Investments 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.

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