Past events

3 Easy Steps to Estate Planning

EST

Ameriprise Financial Services, 2221 Wash. St Ste 202, 202, NEWTON LOWER FALLS, MA 02462

Dabney Baum, CFP®, AWMA℠, ChSNC®, Financial Advisor | Associate Vice President

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.

Economic and Market Outlook

EDT

Join this event online

Russell Price, Chief Economist - Ameriprise Financial Services, LLC

Dabney Baum- Financial Advisor

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

EDT

Join this event online

Thor Nelson , Vice President, Global AML Officer - Ameriprise Financial Services, LLC

Dabney Baum- Financial Advisor

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

EDT

Join this event online

Dr. Melissa Milanak, Clinical Psychologist, Executive Consultant & Workplace Well-Being Expert - Amundi Asset Management

Dabney Baum - Financial Advisor

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