Upcoming events

Market and Economic Update

EST

64iWA3

Join this event online

Robert A Sutton, CRPC®, Financial Advisor - Ameriprise Financial Services, LLC

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

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.
For more information: call us at 516.345.2600 or email us at eileen.govaert@ampf.com
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.

Past events

Social Security: Preparing for Retirement

EST

Olivetto Ristorante, 190 New Hyde Park Road, Franklin Square, NY 11010

Tom Schmitt, CPWA®, Senior Regional Consultant - MFS Investment Management

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

MFS, Goldman Sachs, Franklin Templeton and BlackRock

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: MFS, Goldman Sachs, BlackRock and Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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.

Join us for National Day of Service

EST

Long Island Cares, 75 Davids Drive, Hauppauge, NY 11787

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Come spend time making a difference in our community. Please join us for the National Day of Service.

Strategies to help protect you and your family

EST

Novita, 860 Franklin Avenue, Garden City, NY 11530

Matthew Erbaio, CFP®, Regional VP - RiverSource Life Insurance Co. of New York

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Attend our complimentary informational seminar to learn what to consider when buying insurance and why it’s optimal to buy it while you’re still young. We will talk about:

• Protecting your income during working years

• Ensuring the financial security of your loved ones

• Growing wealth tax-efficiently over the long-term

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC© 2021-2024 Ameriprise Financial, Inc. All rights reserved.

Five things to know about Medicare

EST

5FAmj8

Join this event online

James Zabatta, CFA®, Financial Advisor - Ameriprise Financial Services, LLC

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement.

    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 Medicare agent regarding your specific Medicare questions and decisions.
    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
    © 2024 Ameriprise Financial, Inc. All rights reserved.

    Five things to know about Medicare

    EDT

    ApWHbS

    Join this event online

    James Zabatta, CFA®, Financial Advisor - Ameriprise Financial Services, LLC

    Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

    During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement.

      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 Medicare agent regarding your specific Medicare questions and decisions.
      Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
      © 2024 Ameriprise Financial, Inc. All rights reserved.