Seminar: Mastering Your Money Mindset Date: Thursday, June 26, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Seminar: Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jason Keller, CFP - Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
5 Ways Technology Will Change How You Age Date: Thursday, May 15, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Ryan Sullivan, Vice President & Managing Director Applied Insights - Hartford Funds Hosted By: 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 Date: Friday, April 25, 2025 Time: 3:00 PM - 4:00 PM EDT Join this event online Presented By: Anu Gaggar, Vice President, Capital Markets Strategy - Fidelity Investments Hosted By: 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 Date: Thursday, March 20, 2025 Time: 3:30 PM - 4:15 PM EDT Join this event online Presented By: Elaine Simmons, Partner - Social Security Informed - Fidelity Investments Hosted By: 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 Date: Thursday, February 20, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Mike Graci, Senior Financial Wellness Consultant - Blackrock Hosted By: 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 Date: Thursday, January 16, 2025 Time: 1:00 PM - 1:45 PM EST Join this event online Presented By: Elizabeth Varley, Senior Vice President, Federal Government Affairs Office - Columbia Threadneedle Hosted By: 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