Upcoming events

Webinar: College Inside Track - 7 Insider Tips

  • Cozy Wittman, National College Search Expert - College Inside Track
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial LLC

Campus visits are cancelled, ACT/SAT testing is evolving daily, your college savings may have taken a hit! How does a family do a college search in this environment? Join Cozy Wittman, National College Search Expert from College Inside Track, to learn more about effective search strategies to assure your family stays on track.

During the call we will discuss:
-How to do an effective tour with campuses closed
-Where to find scholarships
-How to go about scheduling an ACT

To reserve a spot: call us at 860.651.5969 or email us at KingPrellAndAssociates@ampf.com

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

College Inside Track and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.
3370570ACMR1220

Webinar: Essential Ingredients for Long-Term Investing

  • Lindsay Ardis, Regional Manager - Lord Abbett
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial

Please join us for an educational WebEx with Lindsay Ardis, Regional Manager with Lord Abbett. During this complimentary session Lindsay will provide some perspective on what is happening in the markets as well as address five key investing concepts every investor should know about capital markets before investing, including:

  • U.S. stocks
  • Small cap stocks
  • International stocks
  • Bonds
  • Diversification
To reserve a spot: call us at 860.651.5969 or email us at KingPrellandAssociates@ampf.com

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

Lord Abbett 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.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investment strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations, and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.

Ameriprise Financial Services, LLC. Member FINRA and SIPC

© 2021 Ameriprise Financial Inc. All rights reserved.

Webinar: Responsibility Works

  • Mary Green, Vice President and Client Portfolio Manager - Federated Hermes
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial

Please join us to learn more about Environmental, Social, and Governance (ESG) investing. Mary Green, VP with Federated Hermes, will discuss how investors are increasingly applying these non-financial factors as part of their process to identify risk and growth opportunities.

To reserve a spot: call us at 860.651.5969 or email us at KingPrellandAssociates@ampf.com

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

Sponsored by Federated Hermes. Federated Hermes and their representatives are not affiliated with Ameriprise Financial Inc.

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.

Past events

Webinar: Securing Your Retirement- Transforming Social Security into a Winning Retirement Strategy

  • Michael Graci, Director of Advisor Insights - BlackRock
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial

Michael Graci, Director in the Advisor Insights team for BlackRock, is a nationally recognized speaker.

Join this WebEx to learn more about the rules of retirement benefits and different collection strategies.

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

Sponsored by BlackRock. BlackRock and their representatives are not affiliated with Ameriprise Financial Inc.

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.

Webinar: The Family Love Letter

  • Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial

Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute will be joining us to share more about how to prepare for the unexpected. Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. Questions that will be answered. You will learn the answers to the following questions and more: by attending this event:

• What do you have today?

• Where is it located?

• Who do you contact?

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

Third party companies mentioned are not affiliated with Ameriprise Financial, Inc.

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 of value.

Webinar: Get Invested. Your Goals Are Important Too.

  • Lauren Byrne, Internal Division Manager - Columbia Threadneedle Investments
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial

Lauren Byrne, Internal Division Manager with Columbia Threadneedle Investments, will discuss investing and why it’s important for women to “get invested.” In this WebEx, you’ll learn some of the characteristics, challenges, and mindsets that are common among women, and discuss how they affect our financial lives. Learn about how everyone, not just women, have their own individual set of circumstances which inform our financial planning. We all have our own aspirations, priorities, and challenges and all approach investing differently.

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

Sponsored by Columbia Threadneedle Investments. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial Inc.

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.

Webinar: Security Awareness

  • John Choate, Managing Director - SA-720™
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial

John Choate is a prior Navy SEAL and Managing Director of SA-720™, a consulting firm that has based its principles from the U.S Special Operations community. John began his professional career as a naval officer in the SEAL teams. In this session, John will present “SA-720 Security Awareness in 720 Degrees” which discusses security concerns in the post-9/11environment. He will teach how to develop your own security awareness through present day case studies. This event is sponsored by partner Janus Henderson.

John’s professional experience is backed with a B.S. in History from the United States Naval Academy as well as an M.A. in National Security Studies from California State University. He also holds an MBA from Columbia University and MBA from London Business School as well as a Certificate in Hotel Revenue Management from Cornell University. He has received the following awards: 3 Navy Unit Commendation medals, 2 Meritorious Unit Commendation medals and the Presidential Unit Citation that was personally awarded to his SEAL platoon by the President of the United States.

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

Third party companies mentioned are not affiliated with Ameriprise Financial, Inc.

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 of value.

A 5-Step System Designed to Help Manage your Money, Design your Life and Create Your Future

  • Lisa Kueng, Director of Creative Campaigns - Invesco
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

The "Prosperity Picture" presentation will focus on ways to:

-Create the vision

-Know where you are

-Design your plan

-Make it happen

-Enjoy the journey

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

Invescoand their 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.