HEALTHY, WEALTHY AND WISE Date: Thursday, May 2, 2024 Time: 5:00 PM - 8:00 PM EDT Location: Hilton Pearl River, Conservatory Room, 500 Veterans Memorial Drive, Pearl River, NY 10965 Presented By: Edie Haughney, CIMA®, CMFA®, MBA, Financial Advisor - Ameriprise Financial, LLC Hosted By: Edie Haughney, Financial Advisor Sponsored By: Sponsored in part by Nuveen and MFS. Reminder Media will supply copies of Start Healthy Magazine Join Ameriprise Financial Advisor, Edie Haughney, for a complimentary dinner event featuring professionals who will share their valuable insight and advice that you can incorporate into your own life, The Ameriprise Financial Confident Retirement approach provides a straightforward framework to help create a sound retirement plan. Registration is requested in advance for seating. Benefits of Chairside Rx Improve focus and reduce stress with simple stretches and breathing exercises. Presented by Dr. Samantha McGuire PT, DPT, CLT, CYT 200 Family Wealth Education: From Theory to Practice Learn the importance of purposeful planning and how to instill financial values and goals with your own children and grandchildren. Continuing education available for 1 hour of CFP, IWI and CPE. Presented by James Bergeron, JD, Managing Director – Advisor Education Specialist, Nuveen Investments Market Insights - Beyond the Headlines Review what’s happening in the markets today and what that may mean for you. Presented by Rob Bilek, CIMA, Sr. Regional Consultant with MFS Investment Management To reserve a spot: call us at 845.653.3272 or email us at edie.haughney@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. This event is sponsored by Nuveen and MFS. Sponsors, representatives/speakers, and RemainderMedia are not affiliated with Ameriprise Financial. The Certified Military Financial Advisors program is not affiliated or endorsed by the U.S. Department of Defense, or any other federal or state government program. For the most current rules, regulations and laws regarding benefits offered through the federal government or Department of Defense, please consult with their websites or contact the appropriate offices directly. The Confident Retirement® approach is not indicative nor a guarantee of future financial results. Ameriprise Financial Services, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TX 37219-2417 or by visiting the web site:www.nasba.org.If you have questions or concerns regarding your Nuveen Investments CPE credits, or program cancellation policy, please send a note to Strategic.Alliance@ampf.com. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.