Planning for the future: An approach for your whole family Date: Wednesday, November 1, 2023 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Wesley Peltzer, Associate Financial Advisor, MBA - Jochim & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Jochim & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Five things to know about Medicare Date: Wednesday, September 6, 2023 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Wesley Peltzer, Associate Financial Advisor, MBA - Jochim & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Jochim & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary session we'll discuss: Medicare enrollment details and deadlines Considerations for managing your health care options and costs in retirement 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.Always consult a Medicare agent regarding your specific Medicare questions and decisions.
Paying for College: Financial Steps to Consider Date: Wednesday, July 19, 2023 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Wesley Peltzer, Associate Financial Advisor, MBA - Jochim & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Jochim & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation. 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.