Events

Financial Advisor and Investment Manager Anthony Minero will host and moderate this complimentary webinar featuring David Grados, Vice President and Regional Sales Coordinator at PGIM Investments. In this session, we’ll explore how, in times of market volatility, it’s easy to let emotions drive investment decisions. You’ll learn the importance of shifting from trying to predict market movements to preparing for them with a long-term strategy centered on consistency, diversification, and discipline.

Private Wealth Advisor and CEO of Kairos Wealth Partners, Mike Anton, will close the session by offering additional insightsand an update on the latest developments at Kairos.

Key Takeaways:

• Gain a clear overview of today’s market environment and the fundamentals behind market volatility
• Discover why long-term strategies like diversification, regular investing, and rebalancing outperform emotional, reactive decisions
• Walk away with practical tips for navigating uncertain markets confidently, by focusing on preparation, not prediction

Reserve your spot today!

You must RSVP at the link below to receive access credentials for the webinar.

Feel free to share this with family and friends—we’d love to have them join!

Sincerely,

Financial Advisor Anthony Minero will host and moderate this complimentary webinar with Brian Briggs, Managing Director of Applied Insights with Hartford Funds. We’ll discuss how older adults are leveraging digital tools—including AI—to enhance efficiency and extend their professional capabilities well into retirement. Discover cutting-edge technologies that are transforming the way people age, work, and stay engaged in today’s digital world. Whether you’re looking to streamline daily tasks, explore new opportunities into retirement, or simply stay ahead of the curve, this session will equip you with the knowledge to embrace technology with confidence. Key Takeaways:

•Discover how consumers aged 50+ are changing their lives with digital services.

• Learn about Artificial Intelligence and the applications available through this ever-evolving technology.

•Understand new technological options enabling people to work longer and more effectively as they age.

Reserve your spot today and take control of your digital safety.

You must RSVP at this link to receive access credentials for this webinar.

Sincerely,

Kairos Wealth Partners

Please join Kairos Wealth Partners (KWP), a private wealth advisory practice of Ameriprise Financial Services, LLC, for the next webinar in our ongoing series:

Guide to the Markets Q3 2025

Join Financial Advisor Anthony Minero for a complimentary webinar featuring Danielle Lore, Client Education Specialist and Program Manager at BlackRock Investments, where we’ll demystify the complexities of Medicare and help you make informed decisions about your healthcare coverage. This insightful session will break down the basics of Medicare, including coverage options, costs, and the key differences between Original Medicare and Medicare Advantage. We’ll also explore benefit rules and strategies to optimize your coverage to best suit your needs. Don’t miss this opportunity to gain clarity on Medicare and ensure you’re making the most of your healthcare benefits.

Key Takeaways:

• Understand coverage, costs, and drug benefits available under Medicare.

• Identify the differences between Original Medicare and Medicare Advantage

• Gain clarity on the different parts that make up Medicare and learn how they affect coverage

Reserve your spot today and take control of your healthcare in retirement.

You must RSVP at this link to receive access credentials for this webinar.

Sincerely,

Kairos Wealth Partners

Financial Advisor Anthony Minero will host as our CEO, Michael Anton, delivers a complimentary, insightful presentation on Social Security strategies to help you plan for a more financially secure retirement. You'll gain a better understanding of how Social Security fits into your retirement strategy, the types of benefits available, and key considerations for optimizing your benefits.

Key Takeaways:

· Strategies to determine the best time to collect Social Security based on your financial situation

· How to qualify for and maximize the four types of Social Security benefits

· Dispel common myths to make more informed decisions

Reserve your spot today and take control of your retirement income strategy.

You must RSVP at this link to receive access credentials for this webinar.

https://events.teams.microsoft.com/event/b17d8793-4d60-4673-bc8a-5398172aa1b1@7855c2e1-437a-4870-9615-daaacaed4348

Feel free to forward this invitation to any friends, family, and colleagues who may be interested in joining us.

Financial Advisor Anthony Minero will host and moderate this complimentary webinar.

Ryan Sullivan, Vice President and Managing Director, Applied Insights with Hartford Funds, will present: Family Money Talks

In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly.

In this interactive workshop, we’ll use the family money talks approach to hold an engaging and productive conversation about wealth, without discussing assets.

We encourage joining the webinar with a spouse or loved one, so that you can practice in real time how to have a family money talk. You will be guided through each step of the process, with time allotted for practice and for any questions you may have.

Join us for an engaging session on private equity investing, designed for those new to the asset class or for those looking to deepen their foundational knowledge. We’ll cover the basics of private equity, including how it works, key benefits and risks, and its role in diversified investment strategies. Led by Sofia Rivas from Neuberger Berman, this webinar is your gateway to understanding the fundamentals of this alternative asset class.

Understand how private companies differ from publicly traded companies, and how these investments can enhance portfolio diversification to improve risk adjusted returns.

Learn how Private Equity funds operate and how they structure investments.

Financial Advisor Anthony Minero will host and moderate this complimentary webinar.

Kickoff 2025 with an in-depth look at the key trends shaping the markets in the first quarter. Join us as David Plotkin from John Hancock shares his expert insights on the economic landscape, market opportunities, and potential challenges ahead. Financial Advisor Anthony Minero will host and moderate this complimentary webinar about market intelligence with David Plotkin, Senior Vice President, and Business Consultant at John Hancock.