Upcoming events

Protecting Your Data - Aware and Prepared

EDT

Or call in (audio only) 1-929-336-2435, Phone Conference ID: 269 673 490##

Join this event online

Lauren MacDonald, Global Enablement Consultant - MFS Investment Management

Lombardi and Associates

To reserve a spot: call us at 914.269.6706 or email us at lombardiandassociates@ampf.com

This is an informational seminar. There is no cost or obligation. MFS and its 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 risks including possible loss of principal and fluctuation in value.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2022 Ameriprise Financial, Inc. All rights reserved.

Feeding Westchester 2022 Volunteer Days

EDT

Feeding Westchester, 200 Clearbrook Road, Elmsford, NY 10523

Lombardi and Associates, a private wealth advisory practice of Ameriprise Financial

We are thrilled to announce that once again, we will be volunteering at Feeding Westchester in 2022. This project is very important to our team, and we would love for you to join us. The dates for the year are Fridays: March 4th, May 6th, August 12th, and December 9th. We will assist in the Elmsford, NY warehouse with various projects from 9:30-11am.

To reserve a spot: call us at 914.269.6706 or email us at lombardiandassociates@ampf.com

Feeding Westchester and its associates are not affiliated with Ameriprise Financial.

Past events

Plan for the Future. Maximizing Your Social Security Benefits.

EDT

Or call in (audio only) 1-929-336-2435, Phone Conference ID: 269 673 490##

Join this event online

Joseph P. Lombardi, Scott LaDore, Michael Batas and John Goodnough, Financial Advisors - Lombardi and Associates

Lombardi and Associates

Will Social Security provide the retirement income you need for life? This complimentary session will explain:
  • Whether Social Security can provide the income you need when you retire
  • How to make the most of your Social Security benefits
  • Sources of retirement income beyond Social Security
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.

Responsible Investing: Aligning your Financial Goals with your Values

EDT

Or call in (audio only) 1-929-336-2435, Conference ID: 900 833 400#

Join this event online

Lenore Reiner, V.P. & Sr. Investment Strategy Specialist - Calvert Research and Management

The advisors at Lombardi and Associates

During this complimentary session, we’ll discuss:

· Why Responsible Investing matters

· Trends in Responsible Investing

· A unique approach to Responsible Investing

Thisis an informational seminar. There is no cost or obligation.

Calvert/Eaton Vance and its representatives are not affiliated with Ameriprise Financial.

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.

© 2021 Ameriprise Financial Inc. All rights reserved

Women, Wealth & Wellbeing

EDT

Conference ID: 926 657 946#

Join this event online

Lauren McFadden, CIMA®, Market Leader - BlackRock/iShares

Lombardi and Associates

There is no cost or obligation for this event. BlackRock and its affiliates are not affiliated with Ameriprise Financial. Not FDIC Insured. No Bank Guarantee. May Lose Value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Services, LLC. All rights reserved. 4160587ACMR0122

Goal-Based Advice from Ameriprise Advisors

EST

Or call in (audio only) 1-929-336-2435, 987585961#, Phone Conference ID: 987 585 961#

Join this event online

The Financial Advisors at Lombardi and Associates

Lombardi and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll:

· Showcase our digital capabilities and online features to help you understand how Ameriprise advisors work with clients digitally

· Outline the Ameriprise client experience and explain the features and benefits that can enhance your understanding

· Introduce the goal-based advice approach that every client receives when they work with an Ameriprise advisor

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

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.

© 2021 Ameriprise Financial Inc. All rights reserved.

Guide to the Markets Q1 2022

EST

Or call in (audio only) 1-929-336-2435, 255082276#, Phone Conference ID: 255 082 276#

Join this event online

Tom Toomey, Client Advisor - J.P. Morgan Asset Management

Lombardi and Associates

During this complimentary session, we’ll share insights on today’s most critical economic and investment topics.

We’ll discuss:

· Current economic landscape and outlook for 2022

· Key drivers and trends taking place in the markets

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

J.P. Morgan Asset Management and its 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 risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.