Financial Planning: A personal guide Date: Thursday, May 2, 2024 Time: 5:15 PM - 6:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Terence Gibbons, MS, BFA™, AAMS™, APMA™, Financial Advisor - Opus: Advice First Hosted By: Terence Gibbons, MS, BFA™, AAMS™, APMA™, Financial Advisor 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. To reserve a spot: call us at 203.881.5504 or email us at opusadvicefirst@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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.
Understanding Sleep and Anxiety for Optimal Performance Date: Wednesday, May 29, 2024 Time: 6:00 PM - 8:00 PM EDT Location: Il Palio Restaurant, 5 Corporate Drive, Shelton, CT 06484 Presented By: Dr. Melissa Milanak, Founder - MIND Impact Consulting Hosted By: Opus: Advice First Sponsored By: Amundi Investments To reserve a spot: call us at 203.881.5504 or email us at opusadvicefirest@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
How an estate plan puts you in control Date: Friday, June 7, 2024 Time: 3:30 PM - 4:45 PM EDT Location: Harrison Public Library, 2 Bruce Avenue, Harrison, NY 10528 Presented By: Albertine Gibbs, APMA™ CFP®, Financial Advisor - Opus: Advice First Hosted By: Albertine Gibbs, APMA™ CFP® Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. To reserve a spot: call us at 914.698.8100 or email us at Albertine.gibbs@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Financial Planning: A personal guide Date: Thursday, April 25, 2024 Time: 5:15 PM - 5:45 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Terence Gibbons, Financial Advisor - Opus: Advice First Hosted By: Opus: Advice First 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Making It Last: Tax Smart Withdrawals Date: Thursday, April 18, 2024 Time: 5:30 PM - 7:30 PM EDT Location: Brewport Brewing Company, 225 S. Frontage Street, Bridgeport, CT 06604 Presented By: Michael D'Angelos, Vice President, Senior Advisor Consultant - Franklin Templeton Hosted By: Opus: Advice First Sponsored By: Franklin Templeton LEARN TO DEFEND YOURSELF & YOUR PORTFOLIO We will kickoff (literally) by participating in a 30-minute self-defense class with an instructor. The group will then hear from Franklin Templeton on how to “make it last” with some tax smart strategies to help defend their portfolio from Uncle Sam. (RE: Innovative strategies, navigating difficult markets, inflation, etc.) This is an informational seminar. There is no cost or obligation. Franklin Templeton and its representatives are not affiliated with Ameriprise Financial. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6470715ACMR0324
Let's Spring Into Thirsty Third Thursday's! Date: Thursday, March 21, 2024 Time: 5:30 PM - 7:30 PM EDT Location: Counter Weight Brewing Company, 7 Diane Court, Cheshire, CT 06410 Hosted By: Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for our March "Thirsty Third Thursday - TTT" event to discuss how to spring clean your budget! Our mission is to help as many people as possible, so guests are welcome to forward the invitation to additional guests to further extend our family tree of referrals! We hope you can join us!
New Client & Referral Appreciation Dinner Date: Tuesday, February 20, 2024 Time: 6:00 PM - 8:00 PM EST Location: Encore by Goodfellas, 702 State Street, New Haven, CT 06511 Hosted By: Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC. This is an opportunity for us to welcome all our new clients from 2023, as well as to say Thank You to those who have referred in 2023 for their trust and confidence in our team. Our mission is to help as many people as possible, so guests are welcome to forward the invitation to additional guests to further extend our family tree of referrals! We hope you can join us!
Family Love Letter: Intergenerational Wealth Transfer Date: Monday, February 12, 2024 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Cheri Brooks, Vice President - Neuberger Berman Hosted By: Opus: Advice First