Is there someone in your family who may not be financially independent throughout their life? Date: Wednesday, April 10, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: nyMA5G Join this event online Presented By: Bruce Maier, ChSNC®, Financial Advisor and Managing Partner - Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Partners, LLC Hosted By: 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 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. 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.
Knowledge is power - Financial strategies for women Date: Wednesday, March 13, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: XNcauB Join this event online Presented By: Daniel R. Masiello Jr., CFP®, CRPC™, BFA™, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: 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 Date: Tuesday, February 27, 2024 Time: 6:00 PM - 9:00 PM EST Location: Trotters Bar & Grill, 1050 Hempstead Tpke, Franklin Square, NY 11010 Presented By: Seth Bucs, CIMA® , Client Portfolio Manager - Columbia Threadneedle Investments Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: 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. Date: Thursday, May 25, 2023 Time: 6:00 PM - 9:00 PM EDT Location: MacArthur Park, 1 Maple Avenue, Rockville Center, NY 11570 Presented By: Michael Laliberte, Financial Advisor - Ameriprise Financial Hosted By: Halcyon Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: 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.