Past events

An All-Weather Approach to Investing: Lessons for a Lifetime of Investing

PDT

Join this event online

Lauren Barrett, CIMA, Regional Manager - Lord Abbett & Co. LLC

Sentinel Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, you’ll learn:

· How the market rewards long-term investors

· Weaknesses and buying opportunities

· Time in the market vs. not market timing

· How diversification is important

Lord Abbett and its representatives are not affiliated with Ameriprise Financial.

Why a Roth IRA, why Now? Valuable tips to help you reach your goals

PST

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Jennifer Embler, APMA™, Financial Advisor - Sentinel Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services,

Sentinel Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:
  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls

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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.