Talk, Plan, Act Guiding You to a Financially Secure Retirement Date: Wednesday, May 12, 2021 Time: 4:00 PM - 5:00 PM EDT Location: WebEx Virtual Event, 6515 Longshore Loop, Suite 400, Dublin , OH 43017 Presented By: Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco Hosted By: Scott Turner - Complex Director Sponsored By: Ameriprise Financial Services, LLC During this complimentary session we will explore how to develop a winning retirement strategy using three simple steps: · Talking about your retirement goals · Planning for your goal of a financially secure retirement · Acting on those retirement plans and strategies To reserve a spot: call us at 614.726.3400 Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Invesco and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved
National Day of Service Date: Friday, June 4, 2021 Time: 8:00 AM - 4:00 PM EDT Location: Ameriprise Financial, 6515 Longshore Loop, Suite 400, Dublin, OH 43017 Hosted By: Dublin Food Pantry Sponsored By: Scott Turner - Complex Director Come spend the day making a difference in our community. Please join us for the National Day of Service. For more information: call us at 614.726.3400 Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar
Planning for life’s big moments Date: Thursday, June 24, 2021 Time: 4:00 PM - 5:00 PM EDT Location: WebEx Virtual Event, 6515 Longshore Loop, Suite 400, Dublin , OH 43017 Presented By: Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments Hosted By: Scott Turner - Complex Director Sponsored By: Ameriprise Financial Services, LLC Duringthis complimentary session, we’ll explore specific events that you mayencounter at one point in your life: · Moments in relationships · Making a large purchase · Education planning · Retirement · Changes in Health · Aging and Caregiving · Leaving a legacy To reserve a spot: call us at 614.726.3400 Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Fidelity Investments and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.
Guide to the Markets: Quarter 1 Date: Tuesday, April 20, 2021 Time: 4:00 PM - 5:00 PM EDT Location: WebEx Virtual Event, 6515 Longshore Loop, Suite 400, Dublin , OH 43017 Presented By: Peter Isberg, CFA, CIMA, MBA Executive Director with J.P. Morgan - J.P. Morgan Asset Management Hosted By: Scott Turner, Complex Director Sponsored By: Ameriprise Financial Services, LLC During this complimentary session, we’ll look at: - Today’s economic landscape - U.S markets - Global outlook Thisis an informational seminar. There is no cost or obligation. J.P. Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.
Tax Strategies for the Current Landscape Date: Wednesday, March 24, 2021 Time: 4:00 PM - 5:00 PM EDT Location: Ameriprise Financial, 6515 Longshore Loop, Suite 400, Dublin, OH 43017 Presented By: Christopher P Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law at Babson College - Putnam Investments Hosted By: Scott Turner, Complex Director Sponsored By: Ameriprise Financial The presentation will focus on: - Understanding the current landscape - Planning considerations and strategies Putnam Investments and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not federally or FDIC-insured, 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.
Coming out of the Crisis - COVID- 19 Webinar Date: Wednesday, December 2, 2020 Time: 4:00 PM - 5:00 PM EST Location: 6515 Longshore Loop, Suite 400, Dublin, OH 43017 Presented By: Eric Hundahl, CFA, Head of Portfolio Strategy, North America - BNY Mellon Investment Management Hosted By: Scott Turner, Complex Director Sponsored By: BNY Mellon Investment Management Attend our complimentary seminar to learn more on this topic, including: • The 2000’s have included the longest bull market ever, yet also multiple large-scale economic crises that have significantly eroded investment growth. • Diversification, though, has proven to be imperative in capturing consistent long-term returns during these times. • The magnitude and speed of the Coronavirus downturn has been unprecedented. • Holding cash has unintended implications for portfolios worth analyzing.
National Day of Service Date: Tuesday, December 1, 2020 Time: 8:00 AM - 4:00 PM EST Location: Ameriprise Financial - Bridge Park Office, 6515 Longshore Loop, Suite 400, Dublin , OH 43017 Hosted By: Advisors of Ameriprise Financial - Dublin, OH Office Come spend the day making a difference in our community. Please join us for the National Day of Service.