Upcoming events

Planning for Life's Big Moments

EST

Scinto Auditorium, 3 Corporate Drive, Shelton, CT 06484

Scott Cicerone, Regional Director - Fidelity Investments

R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

Financial confidence means being prepared for dreams and detours on your path in life.

This presentation will provide considerations and planning steps for some of life’s major milestones and help you navigate through relationship changes, major purchases and savings goals, retirement, changes in health, aging and caregiving and leaving a legacy.

To reserve a spot: call us at 203.925.0750 or email us at christina.cobas@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: Fidelity. This sponsor and 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Calm, Cool and Invested

EST

You must RSVP to receive access credentials for this event or seminar

Doug Orton, CRPC®, Vice President, Business Development Consultant - MFS

R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

Join us for a session focusing on staying Calm, Cool and Invested.

We’ll discuss common questions about investing, explore strategies towards choosing investments that make sense for you and your goals, and talk through three key points to consider:

  • Market Performance
  • Stock Performance
  • Rebalancing

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

The Organization Correlation

EST

You must RSVP to receive access credentials for this event or seminar

Cesar Bastidas, Director, Practice Management - New York Life Investments

Richard R. Miller, private wealth advisor