Upcoming events

Taking control of your workplace retirement benefits

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation.
To reserve a spot: email us at nicole.magnusson@ampf.com
RSVP Online
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.

Why a Roth IRA, why Now? Valuable tips to help you reach your goals

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Roth IRAs can be used to help generate income in retirement by investing after-tax dollars. During this presentation we’ll provide an overview of the Roth IRA and discuss some of the nuances and tax benefits available through this retirement vehicle.
To reserve a spot: email us at nicole.magnusson@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
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.

How to navigate volatile markets

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.
To reserve a spot: email us at nicole.magnusson@ampf.com
RSVP Online
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.

Past events

Spring Clean your Finances

EDT

Seminar1!

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Janet Koh, Director - Advisor Advancement Institute, New York Life

James W. Hayes, Private Wealth Advisor, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Hosted by: James W. Hayes, Private Wealth Advisor,

A private wealth advisory practice of Ameriprise Financial Services, LLC

Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 4977291

Click here to join

Password: Seminar1!

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123

Health, wealth and a confident retirement

EST

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Are you feeling confident about retirement? With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:
  • Plan to bring your retirement dreams and goals more within reach
  • Understand how financial and physical health may be intertwined
  • Learn ways to generate dependable income that could last through your whole retirement
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.

AI Revolution

EST

Seminar1!

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Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes

James W. Hayes, Private Wealth Advisor, A private wealth advisory practice of Ameriprise Financial Services, LLC

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity, and driving innovation. Furthermore, which jobs will be augmented by, and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Hosted by: James W. Hayes, Private Wealth Advisor,

A private wealth advisory practice of Ameriprise Financial Services, LLC

Please call: 1-844-621-3956 Meeting Number (Access Code): 2497 896 8391

Click here to join

Password: Seminar1!

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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.

Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

Weathering job transitions. Preserving your future.

EST

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Being out of work can be very challenging, both financially and emotionally. This complimentary session will cover some of the steps you can take to help you manage during this tough time, including:
  • How to meet your basic expenses in the near term and keep your health coverage
  • What to do if you’ve been out of work for 6 months or more
  • How to manage long-term financial goals if you’ve been out of work for a year or more
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.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

EST

Seminar1!

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Brian Briggs, Managing Director - Applied Insights, Hartford Funds

James W. Hayes, Private Wealth Advisor, A private wealth advisory practice of Ameriprise Financial Services, LLC

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

· Your age vs. your brain’s age

· The importance of brain health

· How to age-proof your brain

Hosted by: James W. Hayes, Private Wealth Advisor,

A private wealth advisory practice of Ameriprise Financial Services, LLC

Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 686 0124

Click here to join

Password: Seminar1!

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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.

Hartford Funds and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123