Events

Financial Advisor and Investment Manager with Kairos Wealth Partners, Anthony Minero, will host and moderate this complimentary webinar featuring Jason Henley, Edward Jones Consultant at MFS Investment Management, where we’ll discuss essential strategies for protecting your digital life. Cyber threats and scams are becoming more sophisticated, making it crucial to stay informed and proactive. This session will identify key risks, equip you with practical measures to safeguard your personal and financial information, and provide expert guidance on how to respond effectively in the event of a data breach or scam.

Key Takeaways:

· Discover the major types of direct, digital, and hybrid threats and reduce your chance of becoming a victim.

· Implement proactive ways to protect yourself and your loved ones.

· Understand the steps you can take if you become a victim.

Reserve your spot today and take control of your digital security.

You must RSVP at this link to receive access credentials for this webinar.

Sincerely,

Ask for More is a research-backed session on everyday negotiation, presented by Amanda Stahl of Hartford Funds and based on the work of Dr. Linda Babcock, a renowned expert in negotiation. It explores why many people, especially women, tend to avoid negotiation, and how anyone can develop the skills to ask with confidence. Whether at work or at home, learning how to negotiate effectively can lead to better outcomes and stronger relationships.

Top 3 Takeaways:

1. Negotiation Is Everywhere From the workplace to daily life; negotiation is a part of countless interactions. Recognizing these moments—and approaching them intentionally—can lead to better outcomes and stronger relationships.

2. Preparation Builds Confidence Successful negotiation starts with preparation. Knowing what you want, understanding your alternatives, and developing a clear plan helps reduce anxiety and improves your chances of success.

Please join Kairos Wealth Partners (KWP), a private wealth advisory practice of Ameriprise Financial Services, LLC, for the next webinar in our ongoing series:

Guide to the Markets Q3 2025

During this complimentary client event, we’ll help you dispose of any unwanted sensitive documents by having them professionally shredded while you enjoy some complimentary ice cream from our good friends at Tifa Chocolates & Gelato! We’ll also have e-Waste bins onsite to collect any unwanted electronics that you’re looking to get rid of in an earth friendly manner! So, mark your calendars today and be sure to RSVP soon as spaces are filling up!

Financial Advisor Anthony Minero will host and moderate this complimentary webinar with Brian Briggs, Managing Director of Applied Insights with Hartford Funds. We’ll discuss how older adults are leveraging digital tools—including AI—to enhance efficiency and extend their professional capabilities well into retirement. Discover cutting-edge technologies that are transforming the way people age, work, and stay engaged in today’s digital world. Whether you’re looking to streamline daily tasks, explore new opportunities into retirement, or simply stay ahead of the curve, this session will equip you with the knowledge to embrace technology with confidence.

Key Takeaways:

• Discover how consumers aged 50+ are changing their lives with digital services.

• Learn about Artificial Intelligence and the applications available through this ever-evolving technology.

• Understand new technological options enabling people to work longer and more effectively as they age.

Reserve your spot today and take control of your digital safety.

You must RSVP at this link to receive access credentials for this webinar.

Sincerely,

Kairos Wealth Partners

In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly.

In this interactive workshop, we’ll use the family money talks approach to hold an engaging and productive conversation about wealth, without discussing assets.

We encourage joining the webinar with a spouse or loved one, so that you can practice in real time how to have a family money talk. You will be guided through each step of the process, with time allotted for practice and for any questions you may have.

Please join us in an engaging and enlightening virtual workshop that’s different than anything you may have experienced before!

Join us for an engaging session on private equity investing, designed for those new to the asset class or for those looking to deepen their foundational knowledge. We’ll cover the basics of private equity, including how it works, key benefits and risks, and its role in diversified investment strategies. Led by Sofia Rivas from Neuberger Berman, this webinar is your gateway to understanding the fundamentals of this alternative asset class.

• Understand how private companies differ from publicly traded companies, and how these investments can enhance portfolio diversification to improve risk adjusted returns.
• Learn how Private Equity funds operate and how they structure investments.
• Explore how Private Equity has become more accessible to individual investors with improved liquidity.

Kickoff 2025 with an in-depth look at the key trends shaping the markets in the first quarter. Join us as David Plotkin from John Hancock shares his expert insights on the economic landscape, market opportunities, and potential challenges ahead. Financial Advisor Anthony Minero will host and moderate this complimentary webinar about market intelligence with David Plotkin, Senior Vice President, and Business Consultant at John Hancock.