Financial foundation: A guide to managing your money Date: Wednesday, March 12, 2025 Time: 4:00 PM - 5:00 PM EDT 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 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. 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.
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.