Big Questions for a Better Retirement Date: Thursday, April 18, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Eric Magyar, Defined Contribution Specialist - Janus Henderson Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness. Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 341 7559 Click here to join Password: Seminar1! Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. For more information: call us at 949.798.5551 or email us at mei.thoe@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation 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. © 2023 Ameriprise Financial, Inc. All rights reserved. 6087283ACMR1123
Understanding Medicare A to D Date: Thursday, May 16, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Jeff Nymark, Senior VP, First Eagle Funds Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss: • Medicare basics • Medicare coverage and costs • Medicare drug coverage: Part D • The differences between Original Medicare and Medicare Advantage • Medicare coordination benefit rules Click here to join Password: Seminar1! Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. For more information: call us at 949.798.5551 or email us at mei.thoe@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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. © 2023 Ameriprise Financial, Inc. All rights reserved. 6087283ACMR1123
Growing LGBTQ Wealth Date: Thursday, June 20, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can takeaway to improve your financial future. The presentation will include: · LGBTQ+ numbers that matter · Challenges facing the LGBTQ+ community · Investing beyond the headlines · Building your foundation for wealth and well-being Please call: 1-844-621-3956 Meeting Number (Access Code): 2485 541 3733# Click here to join Password: Seminar1! Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. For more information: call us at 949.798.5551 or email us at mei.thoe@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issue. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved.
Spring Clean your Finances Date: Thursday, March 21, 2024 Time: 10:00 AM - 10:45 AM PDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh, , Director, Advisor Advancement Institute - New York Life Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: · Organizing different forms/statements · Budgeting, cash management tools · Retirement (contributions, asset allocation, education, etc.) Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 4977291 Click here to join Password: Seminar1! Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. 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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123
AI Revolution Date: Thursday, February 15, 2024 Time: 10:00 AM - 10:45 AM PST ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary! Please call: 1-844-621-3956 Meeting Number (Access Code): 2497 896 8391 Click here to join Password: Seminar1! Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. 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. Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123
Retain Your Brain: How to Age-Proof Your Most Valuable Asset Date: Thursday, January 18, 2024 Time: 10:00 AM - 10:45 AM PST ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Brian Briggs, Managing Director, Applied Insights, Hartford Funds Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health: · Your age vs. your brain’s age · The importance of brain health · How to age-proof your brain Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 686 0124 Click here to join Password: Seminar1! Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. 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. Hartford Funds and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123
2023 SEMINAR SERIES: Things I Learned: A Caregiver's Journey Date: Thursday, November 16, 2023 Time: 10:00 AM - 10:45 AM PST You must RSVP to receive access credentials for this event or seminar Presented By: Liz Flint, Business Development Consultant - MFS Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover: Resources for you to share to make a meaningful difference in their lives Understanding what is really needed in these circumstances Preparing for the future The tools and resources in this presentation will enable youto be the very best version of yourself as a caregiver. Presented by Liz Flint, Business Development Consultant, MFS Please call: 1-844-621-3956 Meeting Number (Access Code): 2483 037 2554# Click here to join the WebEx Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. MFS and their 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 © 2023 Ameriprise Financial, Inc. All rights reserved. 5710669ACMR0623
2023 SEMINAR SERIES: When Your Health and Your Money Intersect Date: Thursday, October 19, 2023 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Michael Graci, Director, Advisor Insights - BlackRock Hosted By: Kris De La Pena, CFP®, AAMS®, AWMA®, CMFC®, CRPC® Financial Advisor | Associate Vice President Management. A private wealth advisory practice of Ameriprise Financial Services, LLC The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about: · Key health discussions and decisions · How a little preparation goes a long way · How your advisor can help Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 792 7630# Click here to join the WebEx Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. Blackrock and their representatives are not affiliated with Ameriprise Financial Inc. 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. 5486186ACMR0323