Join us for a shredding event Date: Saturday, June 7, 2025 Time: 9:00 AM - 11:00 AM EDT Location: Guided Wealth Advisors, 5399 Williston Road, Unit 204, Williston, VT 05495 Presented By: Guided Wealth Advisors Team Hosted By: Your advisors CJ Charlebois Melendy and Kyle Pembroke Sponsored By: Guided Wealth Advisors Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents. For more information: call us at 802.657.3800 or email us at Caroline.williams@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Quarterly Market Update, Finding Clarity in Changing Markets Date: Friday, April 25, 2025 Time: 3:00 PM - 4:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Anu Gaggar, Vice President - Capital Markets Strategy – Fidelity Investments Hosted By: CJ Charlebois Melendy and the Guided Wealth Advisors Team Sponsored By: Fidelity Investments Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes. For more information: call us at 802.657.3800 or email us at caroline.williams@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. Sponsored byFidelity. Fidelity and their representatives are not affiliated with AmeripriseFinancial. AmeripriseFinancial, Inc. and its affiliates do not provide tax or legal advice. Consultyour tax advisor or attorney regarding specific tax issues. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value . Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 7849439ACMR0425
Perspectives on Artificial Intelligence Date: Wednesday, April 23, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Candice N. Tse, Managing Director - Goldman Sachs Hosted By: CJ Charlebois Melendy and the Guided Wealth Advisors Team Sponsored By: Goldman Sachs During this complimentary session, we’ll address Artificial Intelligence, what is AI? How does it Work? How will it be implemented and what are the risks? This is an informational seminar. There is no cost orobligation. Certified Financial Planner Board of Standards, Inc. (CFP Board)owns the CFP® certification mark, the CERTIFIED FINANCIALPLANNER™ certification mark, and the CFP® certificationmark (with plaque design) logo in the United States, which it authorizes use ofby individuals who successfully complete CFP Board’s initial and ongoingcertification requirements. This event is sponsored by: GoldmanSachs.Goldman Sachs and its representatives are not affiliated with AmeripriseFinancial. Investment products are not insured by the FDIC, NCUA orany federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7751347ACMR0325