Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, May 21, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Sebastian Gonzalez, Branch Manager | Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using e-Signature - Personalize your Accounts For more information: call us at 978.539.0213 or email us at heather.roy@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. Not FDIC or NCUA Insured | No Financial Institution Guarantee|May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved
Education Planning and Funding, features and Benefits of 529 Plans Date: Wednesday, May 8, 2024 Time: 6:00 PM - 8:00 PM EDT Join this event online Presented By: Chris Stack, Managing Consultant for savingforcollege.com Hosted By: Middleton MA branch of Ameriprise Financial Services, LLC Sponsored By: Columbia Threadneedle During this complimentary session, you will learn: - Why you should use a 529 Plan - Who benefits the most from 529 plans - What if you don't use your 529 plansassets for school? - How 529 plans can help your estate plan - Exciting new Roth IRA feature that 529plans have Duringthis complimentary session, you will learn: Saving orcollege.com and their representatives are not affiliated with Ameriprise Financial, Inc. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies. Columbia Threadneedle Investments is affiliated with Ameriprise Financial Services, LLC. Clients contributing to a 529 Plan offered by a state in which they are not a resident, should consider, before investing, whether their, or their designated beneficiary(s) home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.
1,000 Places to See Before You Die Date: Wednesday, March 20, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Patricia Schultz, Travel Writer and Best-Selling Author - Hachette Book Group Hosted By: Mathew Fabiani, Financial Advisor, CFP (r) Sponsored By: Ameriprise Financial Services, LLC In this complimentary presentation, we will be spanning the globe and discussing: · Unforgettable attractions toexperience on Earth · Bucket list destinations explored through mesmerizing photographs · Recommendations of the world’s best places to visit – On and off the beaten path This is an informational seminar. There is no cost orobligation. RiverSource is an affiliate of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial Inc. All rights reserved. 6157499ACMR1224