Upcoming events

Investing 201 - Empowering Clients Toward Education

  • John Viglione, Senior Advisor Consultant - Mainstay/ New York Life Investments
  • Drew Granauro Branch Manager

Join us for a special event! Have you been scared to invest or avoided investing because you didn’t know where to begin or how to sift through all the financial jargon? Well, fear no more! At this event, you’ll learn how to take charge of your assets, the most important terms to know and how you can get started investing ASAP.

To reserve a spot: call us at 561.997.9602

This is an informational event. There is no cost or obligation. New York Life Investments and Mainstay 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.

BOND INVESTING AMIDST INTEREST RATE UNCERTAINTY

  • David Spagnoli, Vice President
  • Drew Granauro

The presentation will focus on these areas:

· Why own bonds?

· The risks of fixed income investing

· Effect sof changing interest rates

· Where are U.S. interest rates headed

· Considerations when constructing a fixed income portfolio
To reserve a spot: call us at 561.997.9602

PGIM Investments 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.

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.

Marketing Intelligence

  • Judith Stevenson, Regional Vice President - John Hancock
  • Drew Granauro, Branch Manager

During this complimentary session, we’ll cover:

· What’s happening in the U.S. equity, International equity, and Fixed income markets

· Top portfolio ideas to consider now
To reserve a spot: call us at 561.997.9602

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

John Hancock and its representatives are not affiliated with Ameriprise Financial.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments 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.

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.

Past events

Politics in 2021: New President, New Congress, New Vaccine

  • Sharon R Olson, , Vice President - Government Relations with Natixis Investment Managers
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

  • The new vaccine
  • The new Congress
  • The new administration

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

Natixis Investment Managers and its representatives are not affiliated with Ameriprise Financial.

The Power Of Dividends

  • Andrew Zimmerman, Senior Regional Vice President - Advisor Asset Management
  • Drew Granauro, Branch Manager

During this complimentary session, you’ll learn:

· What a dividend is

· Why companies provide dividends and what it signifies

· The benefits and risks of receiving a dividend payment

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

Advisors Asset Management and its representatives are not affiliated with Ameriprise Financial.

Resilience and Mental Toughness

  • Rick Andstrom, Navy SEAL – Motivational Speaker
  • Ameriprise Financial Services, LLC

During this complimentary seminar, we’ll focus on these areas:

· Strategies for building mental resilience

· Techniques or developing mental toughness

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

Putnam Investments and its representatives are not affiliated with Ameriprise Financial Robert Spurgeon CSU RP

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Knowledge is power – financial strategies for women

  • Dylana Hopler, Complex Director - Ameriprise Financial
  • Ameriprise Financial LLC

During this complimentary seminar, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help:

  • Address the income gap
  • Plan for a longer lifespan
  • Manage multiple roles and responsibilities at home, work and in the community
  • Approach life changes and unexpected events

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Navigating Social Security

  • Sharon Carson, Executive Director, Retirement Strategist - J.P. Morgan Asset Management
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

· The basics of Social Security

· Making a claiming decision

· The future of Social Security

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

J.P. Morgan and its representatives are not affiliated with Ameriprise Financial.