When Your Health and Money Intersect Date: Thursday, February 20, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Mike Graci, Senior Financial Wellness Consultant - Blackrock Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join us to discuss: Key discussions and decisions How a little preparation goes a long way How your financial professional can help Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation. To reserve a spot: call us at 860.313.1313 or 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
2024 Election: Red, Blue & You – The Road Ahead in Washington Date: Thursday, January 16, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Elizabeth Varley, Senior Vice President, Federal Government Affairs Office - Columbia Threadneedle Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs. 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 its representative are 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. 7454543ACMR1224
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. 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
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.
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. 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
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.