Events

Join us for a virtual presentation on Thursday – Nov 21st, 2024. The event is complimentary. Below are details about the event.

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility.

An overview of Social Security benefits, complexities and strategies will be presented by guest speaker Tom Clark, a 33-year Social Security Administration specialist and two-time recipient of the Commissioners Citation, the SSA’s highest award.

Following this, guest speaker Jimmy Jenkins, owner of J&J Medicare Solutions, will present an overview on Medicare benefits, strategies and best practices.

Your guests are always welcome,

but space is limited. RSVP is required.

In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful.

In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful.

This quarter, we are thrilled to host Chris Siegel, Regional Vice President with John Hancock Investment Management, who will present John Hancock’s “Market Intelligence” seminar.

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 4pm – 5pm Central

Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

Registration Link: Ameriprise Virtual Client Event - May 2024

After you register, you will receive an email confirmation from MS Teams with your Registration ID and the link to join the seminar.

In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful.

During this complimentary session, we’ll share insights on today’s most critical economic and investment topics. We’ll discuss:

• Economic landscape and outlook for the current year
• Key drivers and trends taking place in the markets