Upcoming events

Wine & Dine

MDT

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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

Wine & Dine

MDT

Casa Rondena Winery, 733 Chavez Rd NW, Casa Rondena Winery, 733 , NM 87107

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

Creating your retirement income: Strategies to help you live the life you've earned

MDT

UNM Continuing Education , 1634 University Blvd NE, Room D, Albuquerque, NM 87102

Brian Spinnato, Private Wealth Advisor - Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

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 retirement
  • Identify income sources that you can combine to create your retirement income
  • Help make your savings last
To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com
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

MDT

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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

Wine & Dine

MDT

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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

Retiring on your Terms

MDT

UNM Continuing Education , 1634 University Blvd NE, Room D, Albuquerque, NM 87102

Brian Spinnato, Private Wealth Advisor - Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

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

Wine & Dine

MDT

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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

Wine & Dine

MST

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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

Planning for the future: An approach for the whole family

MST

UNM Continuing Education , 1634 University Blvd NE, Room D, Albuquerque, NM 87102

Brian Spinnato, Private Wealth Advisor - Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

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 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
To reserve a spot: call us at 303.252.9777 or email us at Matthew.s.Monks@ampf.com
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.

Past events

Wine & Dine

MDT

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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.

MDT

Virtual, Albuquerque, NM 87102

Brian Spinnato, Private Wealth Advisor - Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

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

MDT

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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

MDT

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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

MST

Casa Rondena Winery, 733 Chavez Rd NW, Albuquerque, NM 87107

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.