Generational wealth: understand, plan, and communicate Date: Wednesday, November 13, 2024 Time: 2:00 PM - 3:00 PM CST Join this event online Presented By: Liz Flint, Business Development Consultant - MFS Investment Management Hosted By: Tim Silver Sponsored By: MFS Investment Managers Join us for a complimentary session where we’ll gain understanding of why transfers of wealth often "fail," become familiar with what planning steps you can take to help avoid these common and costly mistakes, and lastly, know how you can communicate your plan and your wishes with your family to reduce the likelihood that they will make mistakes when the time comes. This is an informational seminar. There is no cost or obligation. This event is sponsored by MFS Investment Managers. MFS and its representatives are not affiliated with 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. 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. 7192835ACMR1024
How to navigate volatile markets Date: Wednesday, October 30, 2024 Time: 2:00 PM - 3:00 PM CDT Join this event online Presented By: Tim Silver, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Tim Silver Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. 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.
Tax Strategies for the Current Landscape Date: Thursday, October 10, 2024 Time: 2:00 PM - 3:00 PM CDT Join this event online Presented By: Grace Bumpus, Senior Wealth Planning Specialist - Franklin Templeton Hosted By: Tim Silver, Financial Advisor with Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. 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. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. 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 rightsreserved. 7014766 ACMR0924
Getting the most from Medicare Benefits Date: Wednesday, September 18, 2024 Time: 2:00 PM - 3:00 PM CDT Join this event online Presented By: Kevin Hansen, Knowledge Hub Director at Principal Asset Management Hosted By: Tim Silver Sponsored By: Principal Asset Management Join us for a complimentary session where we’ll discuss what Medicare is and how it works, why Medicare planning is a critical component of a retirement plan, and how to help make better informed decisions about Medicare overall. Thisis an informational seminar. There is no cost or obligation. This event is sponsored by: Principal Asset Management. These sponsors and representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and 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.