Upcoming events

Market and Economic Update

EST

You must RSVP to receive access credentials for this event or seminar

Damian McIntyre, Vice President, Portfolio Manager Senior Quantitative Analyst - Federated-Hermes

Premier Wealth Partners

Federated-Hermes

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.

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.

Preparing for taxes in retirement

EST

You must RSVP to receive access credentials for this event or seminar

Kassandra Krason, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.
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.

Knowledge is power - Financial strategies for women

EST

You must RSVP to receive access credentials for this event or seminar

Lisa Brooks, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events.
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.

Strategies to help you make an impact with your estate

EDT

You must RSVP to receive access credentials for this event or seminar

Barry Courson, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

One of the biggest benefits of estate planning is the sense of security and comfort it can bring.
During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love.

To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.

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.

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.

Common Types of Fraud: How to protect yourself and your loved ones

EDT

You must RSVP to receive access credentials for this event or seminar

Brian Rosewell, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client.
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
 
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.

Paying for College: Financial Steps to Consider

EDT

You must RSVP to receive access credentials for this event or seminar

Zachary Kenny, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation.
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Financial foundation: A guide to managing your money

EDT

You must RSVP to receive access credentials for this event or seminar

Zachary Streno, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future.
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.

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.

Navigating your Social Security benefits

EDT

You must RSVP to receive access credentials for this event or seminar

Ed Vallandingham, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security.
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.

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.

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.

Taking control of your workplace retirement benefits

EDT

You must RSVP to receive access credentials for this event or seminar

Jason Short, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. 
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.

Five things to know about Medicare

EDT

You must RSVP to receive access credentials for this event or seminar

Brian Stumpf, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement.
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.
Always consult a Medicare agent regarding your specific Medicare questions and decisions.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Caring for aging loved ones: What to consider

EST

You must RSVP to receive access credentials for this event or seminar

Michael Headrick, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
To reserve a spot: email us at cassidy.norman@ampf.com
This is an informational seminar. There is no cost or obligation.
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.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Divorce: Find your independence

EST

You must RSVP to receive access credentials for this event or seminar

John Norman, Private Wealth Advisor - Premier Wealth Partners

Premier Wealth Partners

Life is full of difficult choices, especially during or after a divorce. This session will help you navigate this period in your life by providing an overview of your options, and how the decisions you make can impact your financial wellness. We’ll discuss ways to help increase your financial confidence, so you can advocate for your yourself and move forward with a sense of control, strength and purpose.

To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Investing for the life you've earned - today and tomorrow

EST

You must RSVP to receive access credentials for this event or seminar

Jonathan Sweet, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session, you’ll learn about the seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable. We’ll discuss common risks that can throw your financial goals and retirement plans off track, and how to break financial planning into manageable and actionable steps. 
This is an informational seminar. There is no cost or obligation.
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.

Divorce: Find your independence

EST

You must RSVP to receive access credentials for this event or seminar

John Norman, Private Wealth Advisor - Premier Wealth Partners

Premier Wealth Partners

Life is full of difficult choices, especially during or after a divorce. This session will help you navigate this period in your life by providing an overview of your options, and how the decisions you make can impact your financial wellness. We’ll discuss ways to help increase your financial confidence, so you can advocate for your yourself and move forward with a sense of control, strength and purpose.

This is an informational seminar. There is no cost or obligation.
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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Join us for a day of golf

EDT

Birdsfoot Golf Course, 225 Furnace Run Road, Freeport, PA 16229

Premier Wealth Partners

Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.