Savvy Giving Date: Thursday, November 16, 2023 Time: 2:00 PM - 3:00 PM EST ONLINE EVENT PASSCODE: dSwUPVg$367 Join this event online Presented By: Margaret Graff, Private Wealth Advisor - Ampere Wealth Management Hosted By: Margaret M. Graff, CFP®, CAP®, ChFC®, CLU®, APMA® Private Wealth Advisor with Ampere Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC This presentation will explore techniques to streamline your giving (and potentially lower your taxes), identify charities that truly deserve your donations, and discuss steps you can take to improve your giving. 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. 6023599ACMR1023
Caring for aging loved ones: What to consider Date: Wednesday, September 20, 2023 Time: 1:00 PM - 2:00 PM EDT Join this event online Presented By: Walter Eaves, Financial Advisor - Ampere Wealth Management Hosted By: Ampere Wealth Management As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.