Upcoming events

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

EST

Meeting ID: 243 035 264 116, Passcode: UGZbng. Call in: +1 929-336-2435, 468713836# ID: 1143312325#

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Christopher Unis, Regional VP of Sales - Hartford Funds

Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow, so you can remain the best version of yourself. We’ll explore:

• Your Age vs your Brain’s Age

• The Importance of Brain Health

• How to Age-Proof Your Brain
To reserve a spot: call us at 914.269.6706 or email us at lombardiandassociates@ampf.com
RSVP Online

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

This event is sponsored by: Hartford Funds. These sponsors and representatives are not affiliated with Ameriprise Financial.

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.

Past events

Feeding Westchester 2024 Volunteer Days

EDT

Feeding Westchester, 200 Clearbrook Road, Elmsford, NY 10523

Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

We are pleased to announce that, once again, we will be volunteering at Feeding Westchester in 2024. This project remains a top priority for our team, and we would love for you to join us. The final date for the year is Friday, October 18th. We will assist in the Elmsford, NY warehouse with various projects from 9:30-11am.

Feeding Westchester and its associates are not affiliated with Ameriprise Financial.

Understanding Medicare: The ins and outs of Medicare coverage

EDT

Teams Meeting ID: 275 235 036 134, Passcode: As73Mv. Call in: +1 929-336-2435, ID: 187 823 602#

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Adriana Destefanis, Regional Vice President - John Hancock Investment Management

Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

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

John Hancock Investment Management and its representatives are not affiliated with Ameriprise Financial.

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.

Family Wealth Management: Generational Wealth Conversations

EDT

Meeting ID: 279 078 823 227, Passcode: N5GVG8. Dial in by phone +1 929-336-2435, 225001607#

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Liz Flint, Assistant VP and Business Development Consultant - MFS Investment Management

Lombardi and Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

As you set, and then communicate, goals for your family, these three things can help:

1. Understanding why transfers of wealth often "fail."

2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes.

3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes.

Join us for a complimentary session where we’ll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future.

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

This event is sponsored by: MFS Investment Management. These sponsors and representatives are not affiliated with Ameriprise Financial.

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.

Be Aware, Prepared and Proactive in Managing Your Health and Long-Term Care

EDT

Meeting ID: 295 077 371 235, Passcode: nsF7nc. Or call +1 929-336-2435, Conf ID 708 070 355#

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Anne McGuire, Founder - Healthcare Pathfinder, LLC

Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss choosing the right plan, enrolling in and understanding coverage, and what can be done to improve this experience. We’ll explore:

· Tips on Understanding your Insurance

· Planning for Unforseen Events

· Proactively Managing the Care and Coverage You Receive

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

This event is sponsored by: Healthcare Pathfinder, which is not affiliated with Ameriprise Financial.

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.

6212477ACMR0224

Why a Roth IRA, why Now? Valuable tips to help you reach your goals

EDT

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Bill Considine, Regional VP, Wealth Manager - Ameriprise Financial

Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Roth IRAs can be used to help generate income in retirement by investing after-tax dollars. During this presentation we’ll provide an overview of the Roth IRA and discuss some of the nuances and tax benefits available through this retirement vehicle.
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
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.
© 2023 Ameriprise Financial, Inc. All rights reserved.