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: Summit House Wealth Partners 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. For more information: call us at 413.540.0196 or email us at summithousewealthpartners@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
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: Summit House Wealth Partners 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. 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
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: Summit House Wealth Partners 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. 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
Growing LGBTQ Wealth Date: Thursday, June 20, 2024 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Erica Seremeta, CIMA, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock Hosted By: Summit House Wealth Partners a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: BlackRock In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future. The presentation will include: · LGBTQ+ numbers that matter · Challenges facing the LGBTQ+ community · Investing beyond the headlines · Building your foundation for wealth and well-being Please plan to join the Microsoft Teams event to listen in and view the presentation. Dial-in by phone: 1-612-351-0276 Conference ID: 403 652 869# 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6087283ACMR1123
Understanding Medicare A to D Date: Thursday, May 16, 2024 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jeff Nymark, Senior VP - First Eagle Funds Hosted By: Summit House Wealth Partners a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: First Eagle Funds Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss: • Medicare basics • Medicare coverage and costs • Medicare drug coverage: Part D • The differences between Original Medicare and Medicare Advantage • Medicare coordination benefit rules Please plan to join the Microsoft Teams event to listen in and view the presentation. Dial-in by phone: 1-612-351-0276 Conference ID: 290 045 231# 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6087283ACMR1123
Spring Clean your Finances Date: Thursday, March 21, 2024 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh, Director, Advisor Advancement Institute - New York Life Hosted By: Summit House Wealth Partners advisory practice of Ameriprise Financial Services, LLC Sponsored By: New York Life During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: · Organizing different forms/statements · Budgeting, cash management tools · Retirement (contributions, asset allocation, education, etc.) Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123