People Care About Elections. Markets Don't. Date: Thursday, October 17, 2024 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Brian Levitt, Global Market Strategist - Invesco Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Learn why Presidents have historically had less impact on markets than people tend to believe. Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. To reserve a spot: email us at steppingstonewealth@ampf.com 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Invesco and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724
Join us for National Day of Service Date: Friday, November 1, 2024 Time: 8:30 AM - 11:30 AM EDT Location: Foodshare, 450 Woodland Ave, Bloomfield, CT 06002 Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Come spend time making a difference in our community. Please join us for the National Day of Service. To reserve a spot: call us at 860.313.1313 or email us at steppingstonewealth@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
Washington Update Date: Thursday, November 21, 2024 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. To reserve a spot: email us at steppingstonewealth@ampf.com 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Fidelity Investments and their representatives are not affiliated to Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6717790ACMR0724
Estate Planning 101 Dinner Seminar Date: Tuesday, October 1, 2024 Time: 5:45 PM - 8:00 PM EDT Location: Pond House Cafe, 1555 Asylum Ave, West Hartford, CT 06117 Presented By: Laura R Capon, Esq. - Burnham, Capon & Wimer, LLC Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for an informative evening at Pond House Cafe, where we are delighted to host a special event featuring local attorney, Laura R Capon. Laura will present "Estate Planning 101", offering valuable insights and practical advice on how to effectively plan for the future. Enjoy a delicious buffet dinner while gaining knowledge that could help secure your legacy. 6838407ACMR0824 There is no cost or obligation for this event.
7 Things No One Tells You About Retirement Date: Thursday, September 19, 2024 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement. Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Columbia Threadneedle and their representatives are affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724
The Home Stretch: Seven Things To Do in the Decade Before You Retire Date: Thursday, August 15, 2024 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Tim Nichols, VP-Senior Advisor Consultant - Franklin Templeton Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss Seven important things you should do before retirement How to identify potential hurdles Strategies you can use to help successfully cross the finish line Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. 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. This is an informational seminar. There is no cost or obligation. Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6749264ACMR0724
Major Changes to College Search in 2024 Date: Thursday, July 18, 2024 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Cozy Wittman, Education and Partnerships - College Inside Track Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC This past year has resulted in some of the most significant changes to the college planning process in decades. Admission trends have changed around how colleges admit students Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests The number of schools on the “more selective” list continues to grow Substantial changes to the FAFSA and financial aid may make college more expensive Join us as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are the parent of a high school student in grades 9-11, this is incredibly important info you will not want to miss. Please plan to join the Microsoft Teams event to listen in and view the presentation. This is an informational seminar. There is no cost or obligation. College Inside Track and its representative are not affiliated with Ameriprise Financial, Inc. 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.6663310ACMR0624
Join us for some baseball Date: Tuesday, July 9, 2024 Time: 6:30 PM - 9:00 PM EDT Location: Dunkin Donuts Park, 1214 Main St., Hartford, CT 06103 Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for a day at the ballpark. We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game together.