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: 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 plans assets for school? - How 529 plans can help your estate plan - Exciting new Roth IRA feature that 529 plans have For more information: call us at 617.580.4203 or email us at danielle.steele@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Savingforcollege.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.
Social Security: Preparing for Retirement Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Duringthis complimentary session, we’ll address: - Important components of Social Security Benefits - How Social Security Benefits are calculated - Discuss options for anyone who has ever been married - Role of taxes and your retirement plan This is an informational seminar. There is no cost or obligation. MFS and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, LLC and its affiliatesdo not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regardingtheir specific situation. Investmentproducts are not federally or FDIC-insured, are not deposits or obligations of,or guaranteed by any financial institution, and can involve investment risksincluding possible loss of principal and fluctuation of value. AmeripriseFinancial Services, LLC member FINRA and SIPC. ©2022 Ameriprise Financial LLC. All rightsreserved. 5622895ACMR0523
Economic and Market Outlook Date: Tuesday, February 27, 2024 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC During this complimentary session , you will learn about: · How recent events can impact your finances · The factors that may contribute to market volatility · Strategies to help weather market uncertainty 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. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial Inc. All rights reserved. 6141613ACMR1223