Upcoming events

Creating your retirement income: Strategies to help you live the life you've earned

CST

Unitarian Universalist Church, 1613 E Empire St, Bloomington, IL 61701

Julie Smith, Financial Advisor - Ameriprise Financial

Julie Smith

Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.
To reserve a spot: email us at julie.x.smith@ampf.com
RSVP Online
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.

How an estate plan puts you in control

CDT

Unitarian Universalist Church, 1613 E Empire St, Bloomington, IL 61701

Julie Smith, Financial Advisor - Ameriprise Financial

Julie Smith

This presentation provides estate planning strategies to help you leave a meaningful legacy for the people, organizations and causes you love.
To reserve a spot: email us at julie.x.smith@ampf.com
RSVP Online

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

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

Figuring Out Your Credit Score

CDT

Unitarian Universalist Church, 1613 E Empire St, Bloomington, IL 61701

Julie Smith, Financial Advisor - Ameriprise Financial

Julie Smith

To reserve a spot: email us at julie.x.smith@ampf.com
RSVP Online

Real estate: Important considerations for you and your family

CDT

Unitarian Universalist Church, 1613 E Empire St, Bloomington, IL 61701

Julie Smith, Financial Advisor - Ameriprise Financial

Julie Smith

During this complimentary session, we’ll discuss the different ways we all interact with real estate including:

  • The current real estate market
  • What you need to know about real estate investing
  • Considerations for helping a family member with a home purchase
To reserve a spot: email us at julie.x.smith@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.
Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards.
Ameriprise Financial does not offer or transact business in real estate.
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.