Making Medicare Work For You Date: Tuesday, September 12, 2023 Time: 6:00 PM - 7:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Mike Graci, Director, Advisor Insights - BlackRock Hosted By: Melanie L. Finkle, CFP®, APMA® Financial Advisor BlackRock and their representatives are not affiliated with Ameriprise Financial Services, LLC.
Estate planning for women. How an estate plan puts you in control. Date: Tuesday, June 13, 2023 Time: 6:00 PM - 7:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Melanie Finkle, Financial Planner - TruBridge Wealth Advisors Hosted By: Melanie Finkle, Financial Planner 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.Overcome the unique estate planning challenges faced by women. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
Securing Your Retirement - Transforming Social Security Into A Winning Retirement Strategy. Date: Tuesday, April 18, 2023 Time: 6:00 PM - 7:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Michael Graci, Director, Advisor Insights - BlackRock Hosted By: Melanie Finkle, Financial Advisor This is an informational seminar. There is no cost or obligation. BlackRock and their representatives are not affiliated with Ameriprise Financial Inc. 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Women, wealth and well-being Date: Tuesday, March 14, 2023 Time: 6:00 PM - 7:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Jennifer Taboada, Director, Wealth Education Specialist - BlackRock Hosted By: Melanie L. Finkle, Financial Advisor This is an informational seminar. There is no cost or obligation. BlackRock and their representatives are not affiliated with Ameriprise Financial Inc. 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.