Past events

Economic and market outlook

  • Russell Price, CFA, Chief Economist - Ameriprise Financial
  • Ameriprise Financial Overland Park & Plaza Branches

During this complimentary seminar, we will discuss:

• Two ways of looking at the economy

• Market conditions

• Investment implications

Women ready to drive their financial future

  • Linda Duessel, Senior Equity Strategist - Federated Hermes
  • Ameriprise Financial Overland Park & Plaza Branches

The presentation will focus on these areas:

  • Women’s changing roles in the workplace
  • Facing career roadblocks
  • Saving for retirement
  • Creating a plan

Tax strategies for the current landscape

  • Peter Wheatley, Associate Advisor Consultant - Putnam Investments
  • Ameriprise Financial ~ Overland Park

The presentation will focus on:

  • Understanding the current landscape
  • Planning considerations and strategies

Family Love Letter

  • Cheri Brooks , Head of Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial
  • Nick Driscoll

The presentation will focus on these areas:

  • What is the "Family Love Letter"?
  • How did it get started?
  • Why is it important to you?