3 Easy Steps to Estate Planning Date: Wednesday, November 20, 2024 Time: 7:00 PM - 8:30 PM EST Location: Ameriprise Financial Services, 2221 Wash. St Ste 202, 202, NEWTON LOWER FALLS, MA 02462 Presented By: Dabney Baum, CFP®, AWMA℠, ChSNC®, Financial Advisor | Associate Vice President Hosted By: Baum Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Join me to chat about things you can do now to improve your estate planning.
3 Easy Steps to Estate Planning Date: Wednesday, October 16, 2024 Time: 7:00 PM - 8:30 PM EDT Location: Ameriprise Financial Services, 2221 Washington Street, Ste. 202, NEWTON LOWER FALLS, MA 02462 Presented By: Dabney Baum, CFP®, AWMA℠, ChSNC® Hosted By: Baum Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC Join me to discuss easy steps to make sure you and your family are prepared for the unexpected.
Economic and Market Outlook Date: Tuesday, October 15, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Dabney Baum- Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary virtual seminar, you will learn about: • How recent events can impact your finances • The factors that may contribute to market volatility • Strategies to help weather market uncertainty 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.© 2024 Ameriprise Financial Inc. All rights reserved. 6613052ACMR0524
Common Types of Fraud: How to protect yourselves and your loved ones Date: Tuesday, July 23, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Thor Nelson , Vice President, Global AML Officer - Ameriprise Financial Services, LLC Hosted By: Dabney Baum- Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll talk about common types of fraud and scams, and help you: • Learn how to identify and avoid falling victim to a scam • Understand the resources available to you as an Ameriprise Client 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. © 2024 Ameriprise Financial Inc. All rights reserved. 6500358ACMR0424
Understanding Sleep and Anxiety for Optimal Performance Date: Tuesday, June 18, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management Hosted By: Dabney Baum - Financial Advisor Sponsored By: Ameriprise Financial Services, LLC During this complimentary presentation, we will be discussing: • Common concerns including burnout and fatigue. • How to boost productivity. • Ways to foster professional interaction, balance stress, enhance effective communication, improve sleep, and achieve a healthy work-life balance. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value This is an informational seminar. There is no cost or obligation. Dr. Melissa Milanak is not affiliated with Ameriprise Financial, LLC. Or any of their subsidiaries. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial Inc. All rights reserved. 6384052ACMR0224