Behavioral Finance Presentation Date: Tuesday, September 19, 2023 Time: 11:30 AM - 12:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Josh Floyd, Vice President - Fidelity Hosted By: Voussoir Financial Partners, A financial advisory practice of Ameriprise Financial Services, LLC Behavioral Finance: Why investors make the decisions they do During this complimentary session, you’ll learn: · How changes over time affect decision-making · The reasons behind decision-making · Types of bias · How to create a plan Thisis an informational seminar. There is no cost or obligation. Fidelityand its representatives are not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Ameriprise Financial Services, LLC. Member FINRA andSIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
The Hidden Costs of Aging Date: Thursday, March 9, 2023 Time: 4:00 PM - 5:00 PM EST ONLINE EVENT PASSCODE: There is not an online event passcode Join this event online Presented By: Barry Kruse, Vice President - Global Head Franklin Templeton Academy - Affiliated Hosted By: Ameriprise Financial Services, LLC It's exciting to think of retirement, pursuing a bucket list of travel, adventures, and hobbies, as well as leaving a healthy estate to loved ones. A financially secure retirement culminates years of planning, work, and savings. Most people are so focused on retiring that they need more preparation for the challenges of managing their finances during retirement. Are you prepared for the unexpected? Join us for a “virtual" complimentary Webex event hosted by Ameriprise Financial Services, LLC, on Thursday, March 9th at 4:00 PM ET, where Barry Kruse, Vice President – Global Head Franklin Templeton Academy, will explore the topic of “The Hidden Costs of Aging. He will discuss the following: Retirement realities and trends that impact housing decisions in retirement Care and housing options Family, lifestyle, and healthcare considerations in housing decisions How to formulate a plan with a financial professional and your family This is an informational event. 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.