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. 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.
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
"Foursome Fridays" - Tee-off with Bob T! Date: Friday, May 24, 2024 Time: 2:00 PM - 5:00 PM EDT Location: Traditions Golf Club @ Oak Lane, 1027 Racebrook Road, Woodbridge, CT 06525 Hosted By: Bob Tosetti, Financial Advisor, APMA™, AAMS®, CMFA Get ready to "par-tee" with us as we kick-off "Foursome Fridays" golf excursions with our team resident professional Bob Tosetti! • 2pm tee-time | 9 holes • Every other Friday @ Oak Lane • Starting May. 10, 2024 • Choose the day & let's go play! • MAY 24TH • JUNE 7TH • JULY 5TH • AUGUST 2ND • AUGUST 16TH • AUGUST 30TH • SEPTEMBER 13TH • SEPTEMBER 27TH • VENUE: Traditions Golf Club @ Oak Lane | 1027 Racebrook Road | Woodbridge, CT 06525 Opus: Advice First, a private wealth advisory practice of Ameriprise Financial Services, LLC. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6539509ACMR0424
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