Upcoming events

5 Ways Technology Will Change How You Age

EDT

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Ryan Sullivan, Vice President & Managing Director Applied Insights - Hartford Funds

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

With a new array of innovative apps, devices, and services, it’s now easier than ever to keep working, stay healthy, live at home, and stay connected with friends, family, and life’s little joys as you age.

Join us to explore research from the MIT AgeLab:

See the vast universe and scope of tech and AI for everyday tasks

Understand how these apps and devices can enhance your quality of life

Learn how to try out some of these technology innovations

Click Here to Register

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

For more information: call us at 734.477.5230

Past events

Quarterly Market Update

EDT

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Anu Gaggar, Vice President, Capital Markets Strategy - Fidelity Investments

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Social Security: Options to help you maximize your benefits

EDT

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Elaine Simmons, Partner - Social Security Informed - Fidelity Investments

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

When Your Health and Money Intersect

EST

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Mike Graci, Senior Financial Wellness Consultant - Blackrock

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money?

Join us to discuss:

• Key discussions and decisions

• How a little preparation goes a long way

• How your financial professional can help

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

2024 Election: Red, Blue & You - The Road Ahead in Washington

EST

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Elizabeth Varley, Senior Vice President, Federal Government Affairs Office - Columbia Threadneedle

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us as Liz talks through a review of the election results, introduces the special elections for 2025 and provides an overview on policy and tariffs.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register

Seminar: Washington Update

EST

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Scott Orr, CFA, VP Government Relationships, Head of Southern Region and Public Affairs - Fidelity Investments

Nelson, Kellmann & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

Click Here to Register