7 Things No One Tells You About Retirement Date: Wednesday, May 21, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Ventano Italian Grill & Seafood , 191 S Arroyo Grande Boulevard, Henderson, NV 89012 Presented By: Doug Lewis, CFP®, Senior Regional Advisory Consultant | Asset Management / Southern California and Las Vegas - Columbia Threadneedle Investments Hosted By: Las Vegas Financial Advisors Sponsored By: Doug Lewis, CFP® from Columbia Threadneedle Investments For more information: call us at 702.640.5431 or email us at robyn.santiago@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. ColumbiaThreadneedle Investments (Columbia Threadneedle) is the global brand name ofthe Columbia and Threadneedle group of companies. Investment products offeredthrough Columbia Management Investment Distributors, Inc., member FINRA.Advisory services provided by Columbia Management Investment Advisers, LLC. ColumbiaThreadneedle Investments also sponsored the event and is an affiliate ofAmeriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rightsreserved.
Social Security Preparing for Retirement Date: Tuesday, April 22, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Jordan Riggs, CPFA®, C(k)P®, Defined Contribution Consultant - MFS Fund Distributors, Inc. Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President - Pacific Desert Region Sponsored By: Ameriprise Financial Services, LLC Please join us for Social Security Preparing for Retirement. If you know of any friends that could benefit from learning more about Social Security, please forward the invitation.
Strategies to help you make an impact with your estate Date: Wednesday, March 26, 2025 Time: 6:00 PM - 8:00 PM PDT Location: Ventano Italian Grill & Seafood, 191 S Arroyo Grande Blvd, Henderson, NV 89012 Presented By: Michael Swinehart, Complex Director | Branch Manager - Ameriprise Financial Hosted By: Thomas Fitzgerald, Jr., CRPC™ Sponsored By: Ameriprise Financial One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. 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.
Market and Economic Outlook Webinar Date: Tuesday, March 11, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Russell Price, Chartered Financial Analyst® (CFA) Hosted By: Las Vegas Financial Advisors Ameriprise Chief Economist, Russell Price will share his perspectives on the general market outlook, including market conditions and potential investment implications. This is an informational seminar. There is no cost or obligation. Third party companies mentioned are 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 AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.
Financial Planning: A personal guide Date: Wednesday, January 22, 2025 Time: 6:00 PM - 8:00 PM PST Location: Ventano Italian Grill & Seafood, 191 S Arroyo Grande Blvd, Henderson, NV 89012 Presented By: Michael Swinehart, Branch Manager, Financial Advisor - Ameriprise Financial Hosted By: Thomas Fitzgerald, Jr., CRPC™ A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Turns in the Road: Navigating through Transitions Date: Tuesday, October 29, 2024 Time: 6:00 PM - 8:00 PM PDT Location: Red Rock Country Club, 2250 Red Springs Dr, Las Vegas, NV 89135 Presented By: Jenna Reddick, Vice President | ETF & SMA Specialist - First Trust Hosted By: Thomas Fitzgerald, Jr. CRPC™ Sponsored By: First Trust Turns in the Road: Navigating through Transitions Presented by Jenna Reddick, Vice President | ETF & SMA Specialist and Aston Edmunds, Analytics with First Trust Sponsored by First Trust