Past events

Knowledge is Power: Financial Strategies for Women

  • Julie Wendholt, APMA®, Financial Advisor | Vice President - Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Women face unique financial concerns at every stage of their lives. Whether your children are still at home, you are helping to care for an aging parent, you are actively working to accumulate wealth, or looking towards retirement -- there are many factors to take into consideration at every turn.

Join Julie Wendholt, APMA ® , Financial Advisor and Vice President of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC for this informational seminar to discuss:

  • Risk tolerance and investing wisely
  • Planning for longer life spans
  • Handling multiple roles and responsibilities

This is an informational seminar. There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved.