Upcoming events

Talk, Plan, Act Guiding You to a Financially Secure Retirement

  • Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco
  • Scott Turner - Complex Director
  • 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

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

Planning for life’s big moments

  • Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments
  • Scott Turner - Complex Director
  • 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

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.

Past events

Guide to the Markets: Quarter 1

  • Peter Isberg, CFA, CIMA, MBA Executive Director with J.P. Morgan - J.P. Morgan Asset Management
  • Scott Turner, Complex Director
  • 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

  • Christopher P Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group, Professor Emeritus of Law at Babson College - Putnam Investments
  • Scott Turner, Complex Director
  • 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

  • Eric Hundahl, CFA, Head of Portfolio Strategy, North America - BNY Mellon Investment Management
  • Scott Turner, Complex Director
  • 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.