The SECURE Act - Four Key Considerations Date: Thursday, December 7, 2023 Time: 3:00 PM - 4:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Matt Carbone, Regional Vice President, Wealth Management Solutions, Mid Atlantic Region - Ameriprise Financial Hosted By: Murphy and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Learn how the SECURE Act – Setting Every Community Up for Retirement Enhancement – enacts significant changes to the nation’s retirement system. During this session, you’ll learn about new age requirements for required minimum distributions; the repeal of age limitations on traditional IRAs; changes to 529 plans; updates to rules on retirement plan catch-up contributions and more. This is an informational seminar. There is no cost or obligation. 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. © 2023 Ameriprise Financial, Inc. All rights reserved.
Quarterly Market Update Date: Thursday, November 16, 2023 Time: 3:00 PM - 4:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Brad Pineault, Vice President, Captial Market Strategy - Fidelity Hosted By: Murphy and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we will provide an overview and analysis of the current market, including discussion of: • Economy/Macro backdrop • Asset markets • Long-term investing themes Fidelity and its representatives are not affiliated with Ameriprise Financial.