The SECURE Act - Four Key Considerations Date: Thursday, May 16, 2024 Time: 2:30 PM - 3:30 PM PDT Join this event online Presented By: Joseph S. Bidne, MBA, CRPS® Regional Vice President, Ameriprise Financial Services, LLC - IndigoFlow Financial Group Hosted By: Violetta Terpeluk, MBA, CFP®, BFA™, CPWA®, CEPA®, CRPC™, Financial Advisor Certified Exit Planning Advisor® Learn how the SECURE Act – Setting Every Community Up for Retirement Enhancement – enacts significant changes to the nation’s retirement system. During this session, you’ll learn about new age requirements for required minimum distributions; the repeal of age limitations on traditional IRAs; changes to 529 plans; updates to rules on retirement plan catch-up contributions and more. To reserve a spot: call us at 916.787.9988 Ext. 102 or email us at indigoflowfinancialgroup@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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Healthy Pantry and Fridge Swaps with Shelley Loving Date: Thursday, April 18, 2024 Time: 2:30 PM - 3:30 PM PDT Join this event online Presented By: Shelley Loving - IndigoFlow Financial Group Hosted By: Violetta Terpeluk, Financial Advisor Could your pantry use a makeover? Join us for a virtual organization event where our guest presenter, Shelley Loving, will share tips on how to organize your pantry including what staples to keep on hand, what to look for on product labels and how to make some food swaps for healthier alternatives.
Health, wealth and a confident retirement Date: Thursday, February 29, 2024 Time: 2:30 PM - 3:30 PM PST Join this event online Presented By: Violetta Terpeluk, MBA, CFP®, BFA™, CPWA®, CEPA®, CRPC™, Financial Advisor, Certified Exit Planning Advisor® - IndigoFlow Financial Group Hosted By: Violetta Terpeluk Are you feeling confident about retirement? 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 reachUnderstand how financial and physical health may be intertwinedLearn ways to generate dependable income that could last through your whole retirement 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.