Annual Spring-Cleaning Shred Event Date: Saturday, May 4, 2024 Time: 9:00 AM - 12:00 PM PDT Location: Our parking lot, 3400 Central Ave, Riverside, CA 92506 Hosted By: Soward & Associates Kickoff your spring cleaning by ridding yourself of all your old documents! Join us for morning refreshments while you watch the shred truck work its magic!We will have an assortment of donuts, breakfast bars (e.g. granola/protein) and whole fruit. Along with coffee, we will also offer hot teach, orange juice & bottled water. To reserve a spot: call us at 951.276.8484 or email us at amanda.r.urban@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event. Ameriprise Financial Services, LLC. Member FINRA and SIPC @2024 Ameriprise Financial, Inc. All rights reserved.6299926ACMR0224
2024 SEMINAR SERIES: Understanding Medicare A to D Date: Thursday, May 16, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Jeff Nymark, Senior VP - First Eagle Hosted By: Soward & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss: • Medicare basics • Medicare coverage and costs • Medicare drug coverage: Part D • The differences between Original Medicare and Medicare Advantage• Medicare coordination benefit rules Please call: 1-844-621-3956 Meeting Number (Access Code): 2484 664 1692# Password: Seminar1! For more information: call us at 951.276.8484 or email us at amanda.r.urban@ampf.com 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 provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.6087283ACMR1123
2024 SEMINAR SERIES: Growing LGBTQ Wealth Date: Thursday, June 20, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Erica Seremeta, CIMA, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock Hosted By: Soward & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future. The presentation will include: · LGBTQ+ numbers that matter · Challenges facing the LGBTQ+ community · Investing beyond the headlines · Building your foundation for wealth and well-being Please call: 1-844-621-3956 Meeting Number (Access Code): 2485 541 3733# Password: Seminar1! For more information: call us at 951.276.8484 or email us at amanda.r.urban@ampf.com 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 provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.6087283ACMR1123
2024 SEMINAR SERIES: Big Questions for a Better Retirement Date: Thursday, April 18, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Eric Magyar, Defined Contribution Specialist - Janus Henderson Hosted By: Soward & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness. Please call: 1-844-621-395 6 Meeting Number (Access Code): 2486 341 7559Password: Seminar1! This is an informational seminar. There is no cost orobligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.6087283ACMR1123
2024 SEMINAR SERIES: Spring Clean Your Finances Date: Thursday, March 21, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar! Join this event online Presented By: Janet Koh, Director, Advisor Advancement Institute - New York Life Hosted By: Soward & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: · Organizing different forms/statements · Budgeting, cash management tools· Retirement (contributions, asset allocation, education, etc.) Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 4977291 Password: Seminar1! 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123D