Upcoming Events

Four Cornerstones of Your Financial Future

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, Private Wealth Advisors - Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services

During this complimentary seminar, you'll learn:

  • Strategies you can use that can help you feel more confident about reaching your financial goals
  • Tips on how aligning four key concepts – cash management, protection, investing, and tax planning – can help you bring your dreams and goals more within reach
  • Ways you can identify and correct critical gaps in your current financial plan

This event is full. For more information call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

WP Carey

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Ameriprise Secure Site Demo

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services,

Learn about online account access, Total View, eSignature,and the Ameriprise Financial App.

We will also review how to read your statement.

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

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Health, wealth and a confident retirement

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP® , Private Wealth Advisors - Ameriprise Financial Services, Inc.

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services,

In today’s changing health care environment, it’s critical that you start planning for your retirement health care needs today so you can feel more confident after you retire. With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

This event is full. For more information call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Ivy Funds Distributor, LLC., John Hancock LTC, CNL REIT and Oppenheimer Funds.

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Learning from the Lessons of Time

Eric Kruk, Senior Vice President - Legg Mason Funds

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services

This event is full. For more information call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Legg Mason Funds

This is an informational seminar. There is no cost or obligation.

Legg Mason and its representatives are not affiliated with Ameriprise Financial.

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Washington Update

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, Private Wealth Advisors - Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services,

Emond, Berger and Associates, A private wealth advisory practice of Ameriprise Financial Services,

This complimentary seminar will provide answers to these important questions:

  • Is stimulus legislation working, and could you or your business benefit from it?
  • What benefits are available for the unemployed?
  • How can legislative changes help you improve your plan for retirement?

This event is full. For more information call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Goldman Sachs and Lord Abbett Funds

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