Planning for Life's Big Moments Date: Tuesday, February 27, 2024 Time: 5:30 PM - 6:30 PM EST Location: Scinto Auditorium, 3 Corporate Drive, Shelton, CT 06484 Presented By: Scott Cicerone, Regional Director - Fidelity Investments Hosted By: 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. 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.
Calm, Cool and Invested Date: Thursday, February 22, 2024 Time: 12:00 PM - 12:45 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Doug Orton, CRPC®, Vice President, Business Development Consultant - MFS Hosted By: 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 Date: Thursday, January 11, 2024 Time: 1:00 PM - 2:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Cesar Bastidas, Director, Practice Management - New York Life Investments Hosted By: Richard R. Miller, private wealth advisor