Estate Planning and the Sunsetting of the Tax Cuts and Jobs Act Date: Wednesday, May 7, 2025 Time: 4:00 PM - 5:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Patricia Sotirakis, Esq. - Coritsidis Sotirakis & Saketos, PLLC Hosted By: Pro Standard Private Wealth A Financial advisory practice of Ameriprise Financial Services, LLC 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. Join us for a virtual session on Microsoft Teams RSVP by Tuesday, May 6th to receive your access credentials for this virtual event. You can visit our website Financial seminars and events - Pro Standard Private Wealth , or To reserve a spot: call us at 516.387.9000 Ext. 4 or email us at ProStandardPW@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. Coritsidis, Sotirakis & Saketos, PLLC and its representatives are not affiliate with Ameriprise Financial. 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7859232ACMR0425
Estate Planning and the Sunsetting of the Tax Cuts and Jobs Act Date: Thursday, May 8, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Patricia Sotirakis, Esq. - Coritsidis Sotirakis & Saketos, PLLC Hosted By: Pro Standard Private Wealth A Financial advisory practice of Ameriprise Financial Services, LLC 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. Join us for a virtual session on Microsoft TeamsRSVP by Tuesday, May 6th to receive your access credentials for this virtual event. You can visit our website Financial seminars and events - Pro Standard Private Wealth , or To reserve a spot: call us at 516.387.9000 Ext. 4 or email us at ProStandardPW@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. Coritsidis, Sotirakis & Saketos, PLLC and its representatives are not affiliate with Ameriprise Financial. 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7859232ACMR0425
Preparing for taxes in retirement Date: Wednesday, February 12, 2025 Time: 4:00 PM - 5:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Peter J Cocolaras, Managing Director and Financial Advisor, Peter Sanoulis, CRPC™, Managing Director and Financial Advisor - Pro Standard Private Wealth Hosted By: Pro Standard Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC 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. 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.
Capital Markets Outlook and Opportunities Q4 2024 Date: Thursday, January 23, 2025 Time: 4:00 PM - 5:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Seth Buks, Head of Advisor Consulting and Devlopment - Columbia Threadneedle Hosted By: Pro Standard Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC 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.
Understanding Medicare from A to D Date: Wednesday, November 13, 2024 Time: 4:00 PM - 5:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Leonardo Vittini, Vice President, Advisor Consultant - First Eagle Investments Hosted By: Pro Standard Private Wealth Understanding Medicare from A to D 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. Presented by: Leonardo Vittini, Advisor Consultant, First Eagle Investments Join us for a virtual session on Microsoft Teams Wednesday,November 13th, 2024 4:00p.m-5:00 p.m. EST This is an informational seminar. There is no cost or obligation. First Eagle 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.Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved.