Real estate: Important considerations for you and your family Date: Wednesday, December 11, 2024 Time: 12:00 PM - 12:30 PM EST Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 This is an informational seminar. There is no cost or obligation.Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.
Financial Planning: A personal guide Date: Wednesday, January 15, 2025 Time: 12:00 PM - 12:30 PM EST Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Wednesday, February 12, 2025 Time: 12:00 PM - 12:30 PM EST Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Wednesday, March 12, 2025 Time: 12:00 PM - 12:30 PM EDT Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.
Your Retirement Roadmap: Building wealth and saving for the future Date: Thursday, April 3, 2025 Time: 12:00 PM - 12:30 PM EDT Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Protect your financial information in the digital world Date: Thursday, May 15, 2025 Time: 12:00 PM - 12:30 PM EDT Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.
Common Types of Fraud: How to protect yourself and your loved ones Date: Wednesday, June 11, 2025 Time: 12:00 PM - 12:30 PM EDT Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
Knowledge is power - Financial strategies for women Date: Wednesday, July 16, 2025 Time: 12:00 PM - 12:30 PM EDT Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Strategies to help you make an impact with your estate Date: Wednesday, August 13, 2025 Time: 12:00 PM - 12:30 PM EDT Location: Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison, MBA One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. To reserve a spot: call us at 610.365.7646 or email us at katie.lavoie@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 This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.
Market and Economic Update Date: Thursday, July 25, 2024 Time: 12:00 PM - 12:45 PM EDT Location: Denison Financial Advisory Group, 301 Broadway , Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Denison Financial Advisory Group How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.
Creating your retirement income: Strategies to help you live the life you've earned Date: Wednesday, April 3, 2024 Time: 12:00 PM - 1:00 PM EDT Location: The Historic Flat Iron Building, 301 Broadway, The Mezzanine Room, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last. 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. © 2023 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Wednesday, March 13, 2024 Time: 12:00 PM - 1:00 PM EDT Location: The Historic Flat Iron Building, 301 Broadway, The Mezzanine Room, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.
Four Trending Investment Topics Date: Wednesday, February 21, 2024 Time: 12:30 PM - 1:00 PM EST Location: The Flat Iron Building, 301 Broadway, Suiye 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including: Cryptocurrency, Artificial Intelligence, Real estate and Commodities. 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. © 2023 Ameriprise Financial, Inc. All rights reserved."
Four Trending Investment Topics Date: Wednesday, February 14, 2024 Time: 1:00 PM - 1:30 PM EST Location: The Flat Iron Building, 301 Broadway, Suite 200B, Bethlehem, PA 18015 You must RSVP to receive access credentials for this event or seminar Presented By: Dianne Denison, MBA Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Denison Financial Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Dianne Denison It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including: Cryptocurrency, Artificial Intelligence, Real estate and Commodities. 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. © 2023 Ameriprise Financial, Inc. All rights reserved."