Upcoming events

Medicare 101

PST

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Adrienne Bailey, Partner - Legacy Partners General Agency

Sentinel Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a session where we’ll discuss Medicare basics, enrollment periods, strategies to consider, and next steps.

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
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Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License #4373595, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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

Legacy Partners General Agency and their representatives are no affiliated with Ameriprise Financial Inc.

Always consult a Medicare agent regarding your specific Medicare questions and decisions.

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. 7512485ACMR0125

Market Know-How

PST

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John Tousley, CFA - Goldman Sachs

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore the intersection of markets and politics, noting potential action you can take that may transcend the differences between candidates, including:

  • Exercising discipline reflecting the time horizon of one’s investment objectives, not that of the political or news cycle.
  • Building down-in-cap equity exposure as the likely domestic beneficiaries of US-centric trade policy.
  • Actively navigating the fixed income landscape given the unrelenting fiscal trajectory of both parties.
To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License #4373595, Carl Davis, CA Insurance#0A79228, Jennifer Embler, CA Insurance License #0D26300

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.

Identity Theft: What can I do to protect myself?

PDT

N/A

Join this event online

Matthew Kobata, CFP®, Vice President and Financial Advisor Consultant - American Century Investments

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online

Lee Dover, CA Insurance#0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License #4373595, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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

American Century Investments and its representatives are not affiliated with Ameriprise Financial Services, LLC.

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. 6933928ACMR024