Take Your Microsoft Workplace Retirement Strategy To The Next Level Date: Tuesday, November 12, 2024 Time: 5:00 PM - 6:00 PM PST Location: Microsoft - Cloud Room, 15595 NE 36th St., Redmond, WA 98052 Presented By: Jeff Mitchell CRPC, APMA Associate Manager & Clint Boxman AAMS, CRPC Private Wealth Advisor Hosted By: Ameriprise Financial, LLC Join us for Happy Hour!!!!!During this complimentary session, you'll learn: Why workplace benefits are important Microsoft benefits to take advantage of to reach retirement goals Contributions Taxes Investments Distributions This is an informational seminar. There is no cost or obligation.The presentation will be based on information we have obtained related to your company’s retirement plans from other plan participants and third-parties and is intended to give an overview of key provisions we believe to be accurate. You should carefully review the terms of your plan documents to confirm the key terms of your company’s retirement plans. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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 Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial Inc. All rights reserved.
Take Your Microsoft Workplace Retirement Strategy To The Next Level Date: Tuesday, November 12, 2024 Time: 11:00 AM - 12:00 PM PST Join this event online Presented By: Jeff Mitchell CRPC, APMA Associate Manager & Clint Boxman AAMS, CRPC Private Wealth Advisor Hosted By: Ameriprise Financial, LLC During this complimentary session, you'll learn: Why workplace benefits are important Microsoft benefits to take advantage of to reach retirement goals Contributions Taxes Investments Distributions This is an informational seminar. There is no cost or obligation.The presentation will be based on information we have obtained related to your company’s retirement plans from other plan participants and third-parties and is intended to give an overview of key provisions we believe to be accurate. You should carefully review the terms of your plan documents to confirm the key terms of your company’s retirement plans. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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 Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial Inc. All rights reserved.
7 Things No One Tells You About Retirement Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Christopher Gowe , Division Manager - Columbia Threadneedle Investments Hosted By: Jamie Frisone CFP®, CRPC®, CHFC®, AWMA®, Regional Vice President with Ameriprise Financial Sponsored By: Ameriprise Financial Services, LLC We would like to invite you to join us for a timely virtual seminar about 7 Things No One Tells You About Retirement. 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 obligation or cost to attend. Columbia Threadneedle Investments and its representatives are affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7034061ACMR0924
Simple Safeguards: How to Stay Safe from Cyber Crime & Identity Theft Date: Wednesday, October 9, 2024 Time: 5:00 PM - 6:00 PM PDT Join this event online Presented By: Jeff Lanza , Retired FBI Agent - Delaware Funds Hosted By: Seattle Office of Ameriprise Financial Sponsored By: Delaware Funds Please join us for this timely seminar, Simple Safeguards, where you will learn how to stay safe from cybercrime and identity theft. This is an informational seminar. There is no cost or obligation. Delaware Funds Management and their representatives are not affiliated with Ameriprise Financial. The Compass is a trademark of 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial Inc. All rights reserved.
Fall Festivities at Fat Turnip Farm in Eglon WA Date: Saturday, September 21, 2024 Time: 3:00 PM - 5:00 PM PDT Location: Fat Turnip Farm, 9701 NE Norheim Way, Kingston , WA 98346 Hosted By: The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC Join us for some Fall Festivities at Fat Turnip Farm in Eglon WA for Family Photos, You-cut fresh bouquets, snacks and drinks! There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.