Past events

Common types of fraud: How to protect yourselves and your loved ones

  • Albert A Bevilacqua, Private Wealth Advisor - Ameriprise Financial
  • Albert A Bevilacqua
During this complimentary session, we’ll talk about common types of fraud and scams, and help you:
  • Learn how to identify and avoid falling victim to a scam
  • Understand the resources available to you as an Ameriprise client
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.

Plan for the future. How an estate plan helps put you in control.

  • Albert A. Bevilacqua III, Private Wealth Advisor - Ameriprise Financial Services LLC
  • Albert A. Bevilacqua III
During this complimentary seminar, you’ll learn ways to:
  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.
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.

Divorce changes everything: Find your independence

  • Albert A. Bevilacqua III, Private Wealth Advisor - Ameriprise Financial Services LLC
  • Albert A. Bevilacqua III
During this complimentary session we will discuss ways for you to:
  • Feel more confident about how to approach the financial aspects of your divorce
  • Better understand the areas of your divorce you can control and leave with ideas for how to assert that control

Retirement on your terms: Actionable strategies and an exploration of options for your portfolio

  • Albert Bevilacqua, Private Wealth Advisor - Ameriprise Financial
  • Albert Bevilacqua
Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:
  • Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.
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.

Creating your retirement income: Strategies to help you live the life you've earned

  • Albert A. Bevilacqua III, Private Wealth Advisor - Ameriprise Financial Services LLC
  • Albert A. Bevilacqua III
During this complimentary session, you’ll learn how to:
  • Determine how much income you’ll need in retirement
  • Identify income sources that you can combine to create your retirement income
  • Help make your savings last
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.