Past events

Calm, Cool and Invested Client Seminar

CDT

You must RSVP to receive access credentials for this event or seminar

Kevin T, Mullen, CFA, CIMA, Market Strategist - MFS Fund Distributors, Inc.

Jerry Windle, Butch Barger, and Jonathan Foster with Hudson & Windle Private Wealth

Join us for a session focusing on staying Calm, Cool and Invested. We’ll discuss common questions about investing, explore strategies towards choosing investments that make sense for you and your goals, and talk through three key points to consider – market performance, stock performance, and rebalancing in current markets.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

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

This event is sponsored by: MFS Fund Distributors. These sponsors and 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Quarterly Market Update

CDT

You must RSVP to receive access credentials for this event or seminar

Brad Pineault, CFA, Vice President and Capital Markets Strategist - Fidelity Investments

Jerry Windle, Butch Barger, and Jonathan Foster with Hudson & Windle Private Wealth

During this complimentary session, we’ll provide a market summary addressing some of the current progress and trends, talk about the economic and macro backdrop, as well as provide insights on asset markets and long-term investing themes.

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

This event is sponsored by: Fidelity Investments

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, LLC. All rights reserved.