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As the new year begins, Ameriprise Financial experts share key themes that may influence market and economic conditions in 2025. (9:57)
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Join us for a complimentary session where we'll discuss a five-step system designed to help you manage your money, design your life, and create your future - including creating a vision, knowing where you are, designing your plan, making it happen, and enjoying the journey. Presented by Elisabeth Moore, Vice President, Market Leader with Invesco
Please join us for chocolate and wine pairing at 5:30 PM followed by the "Your Prosperity Picture" workshop at 6:00 PM. Please invite a family member, coworker or friend to join you.
Please join us for an informative webinar presented by Beijia Ma, Head of Equity Strategy at Alkeon Capital Management. This webinar will cover:• An outlook on the emerging wave of technological innovation and AI, which we expect to be wide in scope, transformative and highly disruptive.• The Tipping Point for Generative AI: Massive Computing Power, Data and the Invention of the Transformer Model• A Step Back: A Historical Review and Early Stages of the AI Revolution• For businesses this means fundamentally changing how the world’s largest industries operate• Importance of Remaining Selective when Investing Across the Technology “Stack”.
All of us at OakHeart Financial Group are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.
OakHeart Financial Group
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