2024 SEMINAR SERIES: Big Questions for a Better Retirement Date: Thursday, April 18, 2024 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Eric Magyar , Defined Contribution Specialist - Janus Henderson Investors Hosted By: Windsor Oak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness. Please call: 1-844-621-395 6 Meeting Number (Access Code): 2486 341 7559Password: Seminar1! For more information: email us at michele.1.gray@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. Janus Henderson and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.6087283ACMR1123
2024 SEMINAR SERIES: Spring Clean Your Finances Date: Thursday, March 21, 2024 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh , Director - Advisor Advancement Institute - New York Life Hosted By: Windsor Oak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: · Organizing different forms/statements · Budgeting, cash management tools· Retirement (contributions, asset allocation, education, etc.) 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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123D