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. To reserve a spot: call us at 617.912.3176 or email us at d.baum@ampf.com RSVP Online Event registration Date: Time: 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) 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
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
Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, May 21, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Sebastian Gonzalez, Branch Manager | Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Dabney and Richard Baum- Financial Advisors Sponsored By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using E-Signature - Personalize your Accounts This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved