Quarterly Market & Investment Update Date: Friday, May 2, 2025 Time: 10:00 AM - 11:00 AM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Erin Scannell , Private Wealth Advisor, CFP®, CLU®, ChFC®, AAMS® Hosted By: Heritage Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC We welcome you to join us for a discussion on the current environment for investors, along with our views on longer-term risks to retirement portfolios. We’ll also cover strategies we use with clients to mitigate these risks and take advantage of the opportunities they present. We will cover many topics, including: The current investing environment: The economy, inflation, equities/stocks, and fixed income/bonds Systemic risks and opportunities informing our long-term outlook The potential outcomes faced by investors The value of an advisor To reserve a spot: call us at 425.709.2345 or email us at planwithHWA@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 There is no cost or obligation to attend. Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Ameriprise Financial Services, LLC. Member FINRA and SIPC. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. 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 cannot guarantee future financial results.
Planning to Give Date: Friday, June 20, 2025 Time: 10:00 AM - 11:00 AM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Erin Scannell , Private Wealth Advisor, CFP®, CLU®, ChFC®, AAMS® Hosted By: Heritage Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Would you rather see your money in the hands of the IRS, or a charitable cause that truly means something to you? You may have more control over where your wealth goes than you think. Our Planned Giving Seminar will teach you how to redirect thousands in tax dollars to charitable contributions and still retain as much wealth—if not more—in the long run. Planned Giving doesn’t require that you spend less on yourself or give your kids less. Most people with a net worth of over $1M will pay well into the six figures in taxes. It means to instead give some of that money to charity—not the money you need to live on. Join us to learn strategies for redirecting what otherwise might go to the IRS to the charities you support. We’ll discuss: How to get tax benefits now for gifts that are made to charity sometimes in the future How to avoid tax on RMD's (required withdrawals from IRAs and 401ks) How to get certain benefits of trusts (probate avoidance, creditor protection, control over when kids get money, etc.) without the costs of setting up a trust Donor Advised Funds, Dynasty Trusts, and Capital Gains Bypass Trusts To reserve a spot: call us at 425.709.2345 or email us at planwithHWA@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 There is no cost or obligation to attend. 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.
Market & Investment Update Date: Friday, January 17, 2025 Time: 10:00 AM - 11:00 AM PST You must RSVP to receive access credentials for this event or seminar Presented By: Erin Scannell , Private Wealth Advisor, CFP®, CLU®, ChFC®, AAMS® Hosted By: Heritage Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC We welcome you to join us for a discussion on the current environment for investors, along with our views on longer-term risks to retirement portfolios. We’ll also cover strategies we use with clients to mitigate these risks and take advantage of the opportunities they present. We will cover many topics, including: The current investing environment: The economy, inflation, equities/stocks, and fixed income/bonds Systemic risks and opportunities informing our long-term outlook The potential outcomes faced by investors The value of an advisor There is no cost or obligation to attend. Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Ameriprise Financial Services, LLC. Member FINRA and SIPC. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. 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 cannot guarantee future financial results.