Blackrock - Student of the Market Q1 2025 Date: Friday, March 21, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Mark Peterson, Director, - Market & Portfolio Insights with BlackRock Hosted By: Brian J. White,CFP®,CRPC®,RICP® Private Wealth Advisor & Christopher Mirandi,AMPA® Financial Advisor Siena Wealth Advisory Group,A private wealth advisory practice of Ameriprise Financial Services,LLC Sponsored By: BlackRock Does the current market volatility concern you? Would you like to learn more about how the current environment is impacting your portfolio? This is an informational seminar. There is no cost or obligation. This event is sponsored by: BlackRock These sponsors and 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 7746500ACMR0325
Behavioral Finance: Why investors make the decisions they do Date: Friday, March 7, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Kevin Furtado, Vice President, Fidelity Investments Hosted By: Alanna M. Morey, CFP®, APMA™, Private Wealth Advisor with Siena Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC You’re invited to join us for a presentation of Behavioral Finance: Why investors make the decisions they do During this complimentary session, we’ll explore how behavioral finance informs every financial decision we make. We’ll learn how changes over time affect decision-making and will discuss the reasons behind decision-making. Additionally, we’ll break down the different types of bias and how to create a plan to stay focused on your long-term goals. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Fidelity Investments. Sponsor and 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7607568ACMR0225
The Year in Review Date: Monday, December 9, 2024 Time: 12:00 PM - 1:00 PM EST Join this event online Hosted By: Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a virtual roundtable discussion as we reflect on2024 and look forward into 2025. 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. 7351435ACMR1124