Upcoming events

Tax Strategies for the Current Landscape

  • Andy Brown, Sr. Wealth Management Specialist - Putnam Investments
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Putnam Investments

The presentation will focus on: Understanding the current landscape, planning considerations and strategies.

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.

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

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.
Sponsored by Putnam Investments.

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

Investment products are not federally or FDIC-insured, are not depositsor obligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Past events

Webinar: Plan for the future. How an estate plan helps put you in control.

  • Leigh King and Kevin Prell - King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Additional separate presentation on Estate Planning Basics from Neil Kraner, Partner Attorney at Kraner & Hess LLC.

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

CLICK HERE TO ENTER WEBEX MEETING

RSVP not needed.

Kraner & Hess and its representatives are not affiliated with Ameriprise.

Ameriprise Financial and its affiliates do not offer tax or legal advice.
Consumers should consult with their tax advisor or attorney regarding
their specific situation. Certified Financial Planner Board of Standards Inc.
owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and
CFP (with flame design) in the U.S. Ameriprise Financial Services, LLC.
Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights
reserved.

Webinar: Planning for Life's Big Moments

  • Stefanie Azzarelli, Vice President - Institutional Insurance - Fidelity Investments
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

You’ve provided for yourself and likely others, too — now it’s important to have a peace of mind with a plan in place to be prepared for both dreams and detours alike. Learn how to handle changes in relationships,unplanned retirement, changes in health, and leaving a legacy.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 592 455 488 Password: Welcome2

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 seminar is sponsored by Fidelity Investments.

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

Fidelity Investments is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

COVID-19 Legislation: Key Considerations for Small Business Owners and 1099 Employees

  • Bill Meyer, Financial Planning - Advanced Advice Ameriprise Financial - Ameriprise Financial Services,
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services

Please join us for this complimentary webinar.
There is no cost or obligation to attend.
FOR THE WEBEX LINK please contact Betsy Hole - see below.

Investment products are not federally or FDI- 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. © 2020 Ameriprise Financial Services, LLC. All rights reserved.

Webinar - Responsible Investing: Aligning your Financial Goals with your Values

  • Scott Mackey, Vice President, Responsible Investment Strategy Specialist - Eaton Vance
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

In this seminar learn about:

· Responsible Investing for a changing world

· Trends to watch in Responsible Investing

· What makes Calvert’s approach unique

Click this live link to login to the webex slide presentation.

Meeting number: 590 073 340 Password: Welcome2

This seminar is sponsored by Eaton Vance.

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

Eaton Vance is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Protect Yourself Against Identity Theft

  • Mark Solomon, Detective - CT Financial Crimes Task Force
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for this complimentary webinar, at which you'll learn ways to: prevent, monitor and report identity theft.

https://kingprellandassociates.my.webex.com/kingprellandassociates.my/j.php?MTID=m0a6afaa18b9e51af71c722ad0c15143e

Password: 1234

There is no cost or obligation for these events.

The CT Financial Crimes Task Force (USSS) and its representatives are not affiliated with Ameriprise. Ameriprise Financial Services, Inc., Member FINRA and SIPC

@ 2020 Ameriprise Financial, Inc. All rights reservced.