Upcoming events

Why a Roth IRA? Why Now?

CDT

Join this event online

Jamie Rietzke, CRPC, AAMS, Private Wealth Advisor - Respective Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Respective Wealth

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:
  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
To reserve a spot: call us at 913.491.5400 or email us at RespectiveWealth@ampf.com
A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Identity Theft: Protecting Your Data and Dollars

CDT

Join this event online

Mike Bell, Hybrid Regional Wealth Management Specialist - American Century Investments

Respective Wealth

During this complimentary session, you’ll learn:

· The most common types of identity theft and how thieves obtain your personal data

· The multiple ways we are at risk every day and how we can protect ourselves and others we care about

· What to do if you become a victim of identity theft and the critical resources and information you need to take swift action and minimize damage

To reserve a spot: call us at 913.491.5400 or email us at RespectiveWealth@ampf.com

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

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

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