Age-Proof Your Brain Date: Tuesday, October 10, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Dr. Marc Milstein, Healthy & Wellness Keynote Speaker - Columbia Threadneedle Hosted By: CT Tri-City Sponsored By: Ameriprise Financial Services, LLC Take aways and benefits from this complimentary program: o Improve memory and productivity o Increase energy and boost your mood o Reduce the risk of anxiety and depression o Form health habits to your brain o Prevent non-genetic Alzheimer’s and dementia For more information: call us at 203.285.1834 or email us at sandra.j.cassidy@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Dr. Marc Milstein is not affiliated with Ameriprise Financial LLC or any of their subsidiaries. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2023 Ameriprise Financial LLC. All rights reserved. 5622783ACMR0423
Understanding Medicare Date: Tuesday, September 5, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Danielle Roberts, Author & Medicare Expert, Co-founder of Boomer Benefits - John Hancock Hosted By: CT Tri-City During this complimentary sesseion, we'll discuss the following: History of Medicare Medicare parts and when to enroll Medicare costs Medigap Medicare Advantage Working past 65 This is an informational seminar. There is no cost or obligation. Sponsored by John Hancock. John Hancock and its representatives are not affiliated with Ameriprise Financial. 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 LLC. All rights reserved. 5622727ACMR0423
Family Love Letter Date: Tuesday, August 22, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Drancik, Senior Vice President, Business Development Leader for Neuberger Berman Advisor Institute - Neuberger Berman Advisor Institute Hosted By: CT-Tri City Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: - What the Family Love Letter Is o A roadmap for the next generation o Stories, hopes, & desire…in the event of incapacity or loss o The link to the “voice of family dynamics” - What is the purpose? o To preserve relationships o Provide security o This is not a legal document but a SYSTEM to gather information o The longer we live, the longer, deeper and wider our paper trail There is no obligation or cost for this event. Karen Drancik and Neuberger Berman Advisor Institute are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by a 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 LLC. All rights reserved. 5622731ACMR0423
Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, July 18, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Sebastian Gonzalez, Branch Manager | Financial Advisor - Ameriprise Financial Services, LLC Hosted By: CT Tri-City Sponsored By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using e-Signature - Personalize your Accounts This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC Member FINRA and SIPC. ©2023 Ameriprise Financial LLC. All rights reserved. 5408836ACMR0123
Social Security: Preparing for Retirement Date: Tuesday, June 20, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: CT Tri-City During this complimentary session, we’ll discuss: - How retirement benefits are calculated - Taxes and your retirement plan - Advanced claiming strategies- Benefits for married couples and divorcees This is an informational seminar. There is no cost or obligation. MFS and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, LLC 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 federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and can involve investment risks including possible loss of principal and fluctuation of value. Ameriprise Financial Services, LLC member FINRA and SIPC. ©2022 Ameriprise Financial LLC. All rights reserved. 5622895ACMR0523
Wine tasting and the What, Why and How of Investing Date: Thursday, June 15, 2023 Time: 5:00 PM - 7:00 PM EDT Location: Sip Wine Bar, 85 Main Street, Old Saybrook, CT 06475 Presented By: Matthew Konecky, CIMA®, Vice President/Account Manager with Pimco - PIMCO Hosted By: CT-Tri City Spring is here and what better way to celebrate than with a wine tasting at Sip Wine Bar in Old Saybrook, CT. We would like to invite you and a guest to join us for an evening of exquisite wines and delicious charcuterie. Our sommelier has carefully selected a variety of spring-inspired wines that are sure to tantalize your taste buds. From crisp whites to bold reds, we have something for everyone to enjoy. You will also have the opportunity to sample a variety of delicious charcuterie, carefully chosen to complement each wine.Additionally, there will be a brief presentation of The What, Why and How of investing. This is an informational seminar. There is nocost or obligation. PIMCO and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Ameriprise FinancialServices, LLC. Member FINRA and SIPC.© 2023Ameriprise Financial, Inc. All rights reserved.