Women's Wellness Series: Financial Wellness
Taylor Markee, PMA, BFA, Financial Advisor at Ameriprise Financial - Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Hosted and presented by Taylor Markee, Financial Advisor with Burd& Dalessandro Wealth Management, a private wealth advisory practice ofAmeriprise Financial, LLC
Please join us after the presentation for a Q&A discussionwith industry professionals to have your financial wellness questionsanswered! Let us know what questions you have prior to the event to makesure you get the answers.
Bring a friend and join us at Vesta to enjoy hor d'oeuvres,drinks, and relevant discussion.
Panelists include:
Taylor Markee, APMA, BFA: Financial Advisor at AmeripriseFinancial
Elizabeth Bjorn: Estate Attorney at Epstein & O'Donovan, LLP
Stacey Schuler-Cannon: Real Estate Agent, Coach, and owner of The Home Group
Mirissa Harrison: CPA and owner at North Point Financial Solutions
Sponsored by Laura Nardone with PGIM. Sponsors and invited guest are not affiliated with Ameriprise Financial. This is an informational seminar. There is no cost or obligation.
This is an informational email from your Ameriprise financial advisor.
To stop receiving emails of this type from your Ameriprise financial advisor, please click on Unsubscribe and follow the instructions to unsubscribe from “Product and Services.”
Customer Service | Privacy | Fraud Instructions
Ameriprise Financial 70100 Ameriprise Financial Center | Minneapolis, MN 55474
The Compass is a trademark of Ameriprise Financial, Inc.
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.
© 2025 Ameriprise Financial, Inc. All rights reserved.
30584_51307-CA (11/23)
7988418
Are you Leveraging all the Technology available to you at Ameriprise?
John Leahy, Regional Vice President - Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Learn about the following:
- Get “on-the-go” access
- Message Center
- Statements & Documents
- Total View
- Using e-Signature
- Personalize your Accounts
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 ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325
Making Medicare Work for You
Jennifer Taboada, Director, Wealth Education Specialist - BlackRock
Ameriprise Financial, LLC
Topics covered during this complimentary presentation:
· What is Medicare?
· Choosing a Medicare Plan
· Which option may be right for you?
This is an informational seminar. There is no cost or obligation.
This event is sponsored by: BlackRock.
BlackRock and their representatives are not affiliated with 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 risk including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial Inc. All rights reserved. 7540869ACMR0125
Social Security: Preparing for Retirement
Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management
Ameriprise Financial, LLC
During this complimentary session, we’ll discuss:
- Important components of Social Security Benefits
- How Social Security Benefits are calculated
- Options for anyone who has ever been married
- The role of taxes in your retirement plan
This is an informational seminar. There is no cost or obligation. This event is being sponsored by: MFS Investment Management. MFS and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC
©2025 Ameriprise Financial Inc. all rights reserved.
Economic and Market Outlook
Russell Price, Chief Economist - Ameriprise Financial Services, LLC
Ameriprise Financial, LLC
Ameriprise Chief Economist, Russell Price, will share his perspectives on the
General market outlook, including market conditions and potential investment implications.
This is an informational seminar. There is no cost or obligation.
Third party companies mentioned are not affiliated with Ameriprise Financial, Inc.
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.
©2025 Ameriprise Financial Inc. All rights reserved.