Guide to the Markets Q1 2025 Date: Thursday, January 16, 2025 Time: 6:00 PM - 6:45 PM EST ONLINE EVENT PASSCODE: Meeting ID: 248 633 074 780, Passcode: Zq6E4Hc2, By phone: +1 929-336-2435, 549300497# Join this event online Presented By: Connor Fitzgerald, Vice President - JP Morgan Asset Management Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll share insights on today’s most critical economic and investment topics. We’ll discuss the economic landscape and outlook for the current year, as well as key drivers and trends taking place in the markets. To reserve a spot: call us at 914.269.6706 or email us at lombardiandassociates@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 This is an informational seminar. There is no cost or obligation. This event is sponsored by: JP Morgan Asset Management. 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 rights reserved.
Retain Your Brain: How to Age-Proof Your Most Valuable Asset Date: Thursday, November 21, 2024 Time: 6:00 PM - 7:00 PM EST ONLINE EVENT PASSCODE: Meeting ID: 243 035 264 116, Passcode: UGZbng. Call in: +1 929-336-2435, 468713836# ID: 1143312325# Join this event online Presented By: Christopher Unis, Regional VP of Sales - Hartford Funds Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow, so you can remain the best version of yourself. We’ll explore: • Your Age vs your Brain’s Age • The Importance of Brain Health• How to Age-Proof Your Brain This is an informational seminar. There is no cost or obligation. This event is sponsored by: Hartford Funds. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Feeding Westchester 2024 Volunteer Days Date: Friday, October 18, 2024 Time: 9:30 AM - 11:00 AM EDT Location: Feeding Westchester, 200 Clearbrook Road, Elmsford, NY 10523 Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC We are pleased to announce that, once again, we will be volunteering at Feeding Westchester in 2024. This project remains a top priority for our team, and we would love for you to join us. The final date for the year is Friday, October 18th. We will assist in the Elmsford, NY warehouse with various projects from 9:30-11am. Feeding Westchester and its associates are not affiliated with Ameriprise Financial.
Understanding Medicare: The ins and outs of Medicare coverage Date: Thursday, September 19, 2024 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: Teams Meeting ID: 275 235 036 134, Passcode: As73Mv. Call in: +1 929-336-2435, ID: 187 823 602# Join this event online Presented By: Adriana Destefanis, Regional Vice President - John Hancock Investment Management Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC This is an informational seminar. There is no cost or obligation. John Hancock Investment Management and its 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 rights reserved.
Family Wealth Management: Generational Wealth Conversations Date: Thursday, June 27, 2024 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: Meeting ID: 279 078 823 227, Passcode: N5GVG8. Dial in by phone +1 929-336-2435, 225001607# Join this event online Presented By: Liz Flint, Assistant VP and Business Development Consultant - MFS Investment Management Hosted By: Lombardi and Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC As you set, and then communicate, goals for your family, these three things can help: 1. Understanding why transfers of wealth often "fail." 2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes. 3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. Join us for a complimentary session where we’ll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future. This is an informational seminar. There is no cost or obligation. This event is sponsored by: MFS Investment Management. 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 rights reserved.
Be Aware, Prepared and Proactive in Managing Your Health and Long-Term Care Date: Thursday, May 16, 2024 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: Meeting ID: 295 077 371 235, Passcode: nsF7nc. Or call +1 929-336-2435, Conf ID 708 070 355# Join this event online Presented By: Anne McGuire, Founder - Healthcare Pathfinder, LLC Hosted By: Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss choosing the right plan, enrolling in and understanding coverage, and what can be done to improve this experience. We’ll explore: · Tips on Understanding your Insurance · Planning for Unforseen Events · Proactively Managing the Care and Coverage You Receive Thisis an informational seminar. There is no cost or obligation. This event is sponsored by: Healthcare Pathfinder, which is 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6212477ACMR0224