Wine & Dine Date: Thursday, July 7, 2022 Time: 5:30 PM - 7:30 PM MDT Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food. To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Wine & Dine Date: Thursday, August 4, 2022 Time: 5:30 PM - 7:30 PM MDT Location: Casa Rondena Winery, 733 Chavez Rd NW, Casa Rondena Winery, 733 , NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food. To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Creating your retirement income: Strategies to help you live the life you've earned Date: Wednesday, August 10, 2022 Time: 6:00 PM - 8:00 PM MDT Location: UNM Continuing Education , 1634 University Blvd NE, Room D, Albuquerque, NM 87102 Presented By: Brian Spinnato, Private Wealth Advisor - Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Hosted By: Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. During this complimentary session, you’ll learn how to:Determine how much income you’ll need in retirementIdentify income sources that you can combine to create your retirement incomeHelp make your savings last To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
Wine & Dine Date: Thursday, September 1, 2022 Time: 5:30 PM - 7:30 PM MDT Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food. To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Wine & Dine Date: Thursday, October 6, 2022 Time: 5:30 PM - 7:30 PM MDT Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food. To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Retiring on your Terms Date: Wednesday, October 12, 2022 Time: 6:00 PM - 8:00 PM MDT Location: UNM Continuing Education , 1634 University Blvd NE, Room D, Albuquerque, NM 87102 Presented By: Brian Spinnato, Private Wealth Advisor - Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Hosted By: Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Will you be able to keep your lifestyle in retirement? During this complimentary seminar, you'll learn ways to:Help make your retirement dreams and goals a reality.Prioritize your retirement saving and spending plans to address what is most important to you.Identify risks that could throw your retirement plans off track.Create a meaningful legacy today — and for when you’re gone To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Wine & Dine Date: Thursday, November 3, 2022 Time: 5:30 PM - 7:30 PM MDT Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food. To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Wine & Dine Date: Thursday, December 1, 2022 Time: 5:30 PM - 7:30 PM MST Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food. To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Planning for the future: An approach for the whole family Date: Wednesday, December 14, 2022 Time: 6:00 PM - 8:00 PM MST Location: UNM Continuing Education , 1634 University Blvd NE, Room D, Albuquerque, NM 87102 Presented By: Brian Spinnato, Private Wealth Advisor - Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Hosted By: Ethos Financial Partners, 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 meansIntroduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversationsHighlight how an advisor can help you work through important financial issues with your family and loves ones To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
Wine & Dine Date: Thursday, June 9, 2022 Time: 5:30 PM - 7:30 PM MDT Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food.
Plan for the future. How an estate plan helps put you in control. Date: Wednesday, June 8, 2022 Time: 6:00 PM - 8:00 PM MDT Location: Virtual, Albuquerque, NM 87102 Presented By: Brian Spinnato, Private Wealth Advisor - Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Hosted By: Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. During this complimentary seminar, you’ll learn ways to:Care for the people you love, even after you’re gone.Leave behind a lasting, meaningful legacy.Manage estate tax burden – for you and your heirs. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Wine & Dine Date: Thursday, May 5, 2022 Time: 5:30 PM - 7:30 PM MDT Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food.
Wine & Dine Date: Thursday, April 7, 2022 Time: 5:30 PM - 7:30 PM MDT Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food.
Wine & Dine Date: Thursday, March 3, 2022 Time: 5:30 PM - 7:30 PM MST Location: Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107 Hosted By: Brian Spinnato, Private Wealth Advisor with Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Unwind and join us the first Thursday of every month at 5:30pm at Casa Rondena Winery to enjoy wine and food.