Waiting on the World to Change: 2024 Outlook on Markets & Politics Date: Wednesday, September 25, 2024 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: JXvuXc Join this event online Presented By: Thomas Marik, Senior Regional Consultant - Federated Hermes Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Federated Hermes. These sponsors and representatives are not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
Social Security - Preparing for Retirement Date: Wednesday, September 4, 2024 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: a6oqLC Join this event online Presented By: Jason Grimes, Senior Regional Consultant - MFS Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC 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. These sponsors and representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Identity Theft: What can I do to protect myself? Date: Wednesday, April 10, 2024 Time: 12:00 PM - 1:00 PM CDT ONLINE EVENT PASSCODE: GSLzxd Join this event online Presented By: Mario Davila , Regional Wealth Consultant - American Century Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC Identity theft happens every 22 seconds. Are you protected? Join us to learn more about identity theft and identity fraud tactic and how you can protect yourself. We’ll also discuss what to do if you become a victim of identity theft and the critical resources and information you need to take swift action and minimize damage. Real life Identity Theft examples presented by Jay Dollente, Account Executive, Invicta solutions & Identity Theft: What can I do to protect myself presented by Mario Davila, Regional Wealth Consultant, American Century This is an informational seminar. There is no cost or obligation. Third parties' companies and their 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.6453810ACMR0324
The Tax Times Have Changed: Strategies for today's tax, economic, and financial market landscape. Date: Tuesday, March 5, 2024 Time: 12:00 PM - 1:00 PM CST ONLINE EVENT PASSCODE: MwmNLu Join this event online Presented By: BROOKE BOWEN, MBA & JAMES R. WOODFIN, CIMA®, Internal Advisor Consultant & VP, Private Wealth Advisor Consultant - Nuveen Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, LLC During this complimentary session, you’ll learn: · How to strategize and implement effective tax strategies · How to leverage the market in your favor · The most trustworthy vehicles for this new tax climate This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Nuveen. Nuveen and its representatives are not affiliated with Ameriprise Finanical. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Retain Your Brain: How to age-proof your most valuable asset Date: Tuesday, February 27, 2024 Time: 12:00 PM - 1:00 PM CST ONLINE EVENT PASSCODE: s4qoyq Join this event online Presented By: Ben Shields , Regional VP-Advisor Consultant - Hartford Funds Hosted By: Mesquite Wealth Management Group, a private wealth advisory practice of Ameriprise Financial, 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.