Upcoming events

Seminar: Washington Update

EST

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Scott Orr, CFA, VP Government Relationships, Head of Southern Region and Public Affairs - Fidelity Investments

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give anon-partisan view of what to expect in 2025 and beyond.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

For more information: call us at 734.477.5232

Virtual Event - Economic Update and Emotions, Expectations, & Economics

EST

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Russell Price, Chief Economist for Ameriprise Financial & Tiffany Dyson, CFEI®, Sr. Investment Learning Consultant with Franklin Templeton Academy

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – Nov 21st, 2024. The event is complimentary. Below are details about the event.

Thursday, November 21st: 4pm – 5pm Central

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Tiffany Dyson, CFEI®, Sr. Investment Learning Consultant with Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility.

Registration Link Ameriprise Virtual Client Event

For more information: call us at 734.477.5230

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

This is an informational seminar. There is no cost or obligation.

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

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.

Past events

Seminar: People Care About Elections. Markets Don't.

EDT

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Brian Levitt, Global Market Strategist - Invesco

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Learn why Presidents have historically had less impact on markets than people tend to believe.

Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Seminar: 7 Things No One Tells You About Retirement

EDT

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Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Seminar: The Home Stretch: Seven Things To Do in the Decade Before You Retire

EDT

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Tim Nichols, VP-Senior Advisor Consultant - Franklin Templeton

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss

· Seven important things you should do before retirement

· How to identify potential hurdles

· Strategies you can use to help successfully cross the finish line

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Seminar: Major Changes to College Search in 2024

EDT

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Cozy Wittman, Education and Partnerships - College Inside Track

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

This past year has resulted in some of the most significant changes to the college planning process in decades.

· Admission trends have changed around how colleges admit students

· Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests

· The number of schools on the “more selective” list continues to grow

· Substantial changes to the FAFSA and financial aid may make college more expensive

Join us as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss.

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Click Here to Register

Seminar: Growing LGBTQ Wealth

EDT

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Erica Seremeta, Global Director of Diversity, Equity & Inclusion Client Engagement - BlackRock

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

Please plan to join the Microsoft Teams event to listen in and view the presentation.

Join the meeting now

Dial-in by phone: 1-612-351-0276 Conference ID: 403 652 869#