Upcoming events

Seminar: Mastering Your Money Mindset

EDT

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Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments

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

When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning.

Key takeaways from the presentation

• Understanding your money emotions

• Accepting the past

• Learning the language of money

• Making a plan

• Planning for “setbacks”

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

Click Here to Register

For more information: call us at 734.477.5230

Seminar: Tax Planning Strategies for the Current Landscape

EDT

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Jason Keller, CFP - Senior Wealth Planning Specialist - Franklin Templeton Academy

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

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.

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

Click Here to Register

For more information: call us at 734.477.5230

Past 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.

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