7 Things No One Tells You About Retirement Date: Thursday, September 19, 2024 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement. To reserve a spot: call us at 800.895.6625 or email us at FiduciamFinancial@ampf.com RSVP Online Event registration 7 Things No One Tells You About Retirement Date: Thursday, September 19, 2024 Time: 1:00 PM - 1:45 PM 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) Number of additional guests attending with you (optional) 012345678910 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 provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Columbia Threadneedle and their representatives are affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
People Care About Elections. Markets Don't. Date: Thursday, October 17, 2024 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Brian Levitt, Global Market Strategist - Invesco Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Learn why Presidents have historically had less impact on markets than people tend to believe. Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t. To reserve a spot: call us at 800.895.6625 or email us at FiduciamFinancial@ampf.com RSVP Online Event registration 7 Things No One Tells You About Retirement Date: Thursday, September 19, 2024 Time: 1:00 PM - 1:45 PM 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) Number of additional guests attending with you (optional) 012345678910 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 provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Invesco and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Washington Update Date: Thursday, November 21, 2024 Time: 1:00 PM - 1:45 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Scott Orr, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond. To reserve a spot: call us at 800.895.6625 or email us at FiduciamFinancial@ampf.com RSVP Online Event registration 7 Things No One Tells You About Retirement Date: Thursday, September 19, 2024 Time: 1:00 PM - 1:45 PM 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) Number of additional guests attending with you (optional) 012345678910 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 provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Fidelity Investments and their representatives are nonaffiliated to Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
The Home Stretch: Seven Things To Do in the Decade Before You Retire Date: Thursday, August 15, 2024 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Tim Nichols, VP-Senior Advisor Consultant - Franklin Templeton Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss · Seven important things you should do before retirement · How to identify potential hurdles· Strategies you can use to help successfully cross the finish line 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. This is an informational seminar. There is no cost or obligation. Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved
School Supply Drive Date: Wednesday, August 7, 2024 Time: 9:00 AM - 5:00 PM EDT Location: Fiduciam Financial , Middlebury & Simsbury , Offices, CT 06762 Presented By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC We are hosting a school supply drive now through September 13th. Donations can be dropped at our Middlebury or Simsbury offices. Help us help Acts4 provide essential supplies to CT students in need. Uniform Tops: white, black, navy, light blue and gray Uniform Bottoms: khaki, navy, and black School Supplies: book bags, lunch bags, and supplies for elementary through high school children Acts4 is not affiliated with Ameriprise Financial, Inc.
Webinar: Major Changes to College Search in 2024 Date: Thursday, July 18, 2024 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Cozy Wittman, Education and Partnerships - College Inside Track Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC This past year has resulted in some of the most significantchanges to the college planning process in decades. · Admissiontrends have changed around how colleges admit students · Schoolshave made ACT/SAT optional, but not necessarily when they award scholarships, and somecolleges are going back to requiring standardized tests · The numberof schools on the “more selective” list continues to grow · Substantialchanges to the FAFSA and financial aid may make college more expensive Join us as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are the parent of a high school student in grades 9-11,this is incredibly important info you will not want to miss. This is an informational seminar. There is no cost or obligation. College Inside Track and its representative are not affiliated with Ameriprise Financial, Inc. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, and involve investmentrisks including possible loss of principal and fluctuation in value. Securities offered byAmeriprise Financial Services, LLC. Member FINRA and SIPC © 2024 Ameriprise Financial, Inc. All rights reserved.6663310ACMR0624
Webinar: Growing LGBTQ Wealth Date: Thursday, June 20, 2024 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC In this presentation we’ll discusstrends, challenges, and unique statistics related to the LGBTQ+ community. Wewill also go over aspects of investing as well as actionable items you can takeaway to improve your financial future. The presentation will include: · LGBTQ+ numbers that matter · Challenges facing the LGBTQ+ community · Investing beyond the headlines · Building your foundation for wealth and well-being
Webinar: Understanding Medicare A to D Date: Thursday, June 13, 2024 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Evan Markley, Assistant VP - First Eagle Funds Hosted By: Fiduciam Financial, a private wealth advisory practice of Ameriprise Finanical, LLC Let’s talk Medicare. Join Evan Markley for this educational webinar where he’ll discuss: • Medicare basics • Medicare coverage and costs • Medicare drug coverage:Part D • The differences between Original Medicare and Medicare Advantage • Medicare coordination benefit rules