Past events

Your Money Story

EDT

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Julie Genjac, Managing Director - Hartford Funds

Element Wealth Advisors, A financial advisory practice of Ameriprise Financial Services, LLC

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

Sponsored by Hartford Funds

The Compass is a trademark of Ameriprise Financial, Inc.

Hartford Funds is not affiliated with Ameriprise Financial, Inc.

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.

10 Principles of Long-Term Investing Resilience

EST

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Gregory Davis, Associate Managing Director - MFS

Element Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll focus on:

• Some of the behavioral reactions we have toward market news

• Ten principles we can follow to help weather market volatility

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.

MFS Investment Management and its representatives are not affiliated with Ameriprise Financial.

Tax Strategies for the Current Landscape

EST

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Paul Hernandez, Regional Consultant - Putnam Investments

Element Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

  • Tactical, tax-smart planning for 2022
  • Strategies to hedge the risk of higher taxes in the future
  • Tax-related considerations for intergenerational wealth transfer

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

Sponsored by Putnam Investments

The Compass is a trademark of Ameriprise Financial, Inc.

Putnam Investments is not affiliated with Ameriprise Financial, Inc.

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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