Giving with a purpose Date: Wednesday, January 15, 2025 Time: 8:00 AM - 9:00 AM PST Join this event online Presented By: Monika Reyes, CFP®, CFS®, APMA, ChFC®, Private Wealth Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private Wealth Advisory Practice of Ameriprise Financial Services, LLC Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. For more information: call us at 916.677.1640 or email us at shannon.huddy@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 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Giving with a purpose Date: Wednesday, January 15, 2025 Time: 1:00 PM - 2:00 PM PST Join this event online Presented By: Monika Reyes, CFP®, CFS®, APMA, ChFC®, Private Wealth Advisor - WGG Wealth Partners Hosted By: WGG Wealth Partners, A private Wealth Advisory Practice of Ameriprise Financial Services, LLC Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. For more information: call us at 916.677.1640 or email us at shannon.huddy@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 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Webinar Presentation: Woman Wealth and Wellbeing Date: Wednesday, June 26, 2024 Time: 12:00 PM - 1:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Jennifer Taboada, Director/Senior Financial Wellness Consultant - BlackRock Business Consulting Hosted By: Angela Parker, Financial Advisor, MFS, CFP®, APMA™, CSRIC ® WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for an insightful webinar from a woman’s perspective, looking at relationships with money, financial goals, and ways to be empowered to achieve wealth and well-being. This is an informational seminar. There is no cost or obligation. BlackRock is 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.