Upcoming events

Is there someone in your family who may not be financially independent throughout their life?

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Bruce Maier, ChSNC®, Financial Advisor and Managing Partner - Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Partners, LLC

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

As we mark Autism Awareness Month, join us for an important opportunity to learn about resources and tools to plan for your financial future and security for you and your loved ones.

For more information: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. 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 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Knowledge is power - Financial strategies for women

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Daniel R. Masiello Jr., CFP®, CRPC™, BFA™, Financial Advisor - Ameriprise Financial Services, LLC

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we'll discuss four areas that can impact women's financial lives. We'll offer some strategies to help address the income gap, how plan for a longer lifespan, how to manage multiple roles and responsibilities at home, work and in the community, and how to approach life changes and unexpected events.
This is an informational seminar. There is no cost or obligation.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Tackling Taxes: Strategies for Preserving Wealth

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Trotters Bar & Grill, 1050 Hempstead Tpke, Franklin Square, NY 11010

Seth Bucs, CIMA® , Client Portfolio Manager - Columbia Threadneedle Investments

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Columbia Threadneedle Investment

This is an informational seminar. There is no cost or obligation.

Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.

This seminar is sponsored by Columbia Threadneedle Investments.

Columbia Threadneedle Investments and their representatives are affiliates of Ameriprise Financial.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Put Your Paycheck to Work.

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MacArthur Park, 1 Maple Avenue, Rockville Center, NY 11570

Michael Laliberte, Financial Advisor - Ameriprise Financial

Halcyon Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

MainStay Funds

Learn how to make the most of your paycheck. In this session, you’ll learn ways to uncover “hidden” compensation opportunities you may not know about and take full advantage of employee benefits available to you. We’ll also discuss how to manage your income more effectively so you can find more dollars to help you achieve your financial goals.
This is an informational seminar. There is no cost or obligation.
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.
© 2023 Ameriprise Financial, Inc. All rights reserved.