Market and Economic Update Date: Wednesday, June 12, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: i2moDB Join this event online Presented By: Robert A Sutton, CRPC®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:Some factors that may contribute to market volatilityStrategies to help weather market uncertainty For more information: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Need-to-Know Changes for Strategic College Planning Date: Tuesday, September 17, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Jonathan’s Restaurant, 2499 Jericho Tpke, New Hyde Park, NY 11040 Presented By: Heide King - College Inside Track Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC College is typically the 2ndlargest purchase families make after investing in their home. Applying and getting into right-fit colleges has become ever-more difficult and less transparent after the pandemic and the new ACT/SAT test optional landscape. We are excited to host Heide King from College InsideTrack, who speaks nationwide on the college process, as she explains thecurrent college admission, application, and acceptance landscape. · During this complimentary presentation, we willdiscuss: · Trends in college admission and cost · How do I help my student start their research · Impact of ACT/SAT test optional· How does my student take advantage of real scholarships To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@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. College Inside Track and its representatives are not affiliated with Ameriprise Financial. 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.
Join us for National Day of Service Date: Thursday, November 14, 2024 Time: 10:00 AM - 12:00 PM EST Location: Long Island Cares, 10 Davids Drive, Hauppauge, NY 11787 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Come spend time making a difference in our community. Please join us for the National Day of Service. To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Embracing Health Through a Holistic Lifestyle; Creating Your Health Nest Egg Date: Wednesday, May 22, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Jonathan’s Restaurant, 2499 Jericho Tpke, New Hyde Park, NY 11040 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Holistic lifestyle encompasses the idea of interconnectedness between mind, body, and spirit. Achieving balance and harmony in all aspects of life. Enhancing overall well-being and quality of life. We are excited to host Dr Jay Rothstein, NBC-HWC for an informative presentation. During this complimentary presentation, we will discuss: · Promoting healthy mentality · Inflammation and diseases associated with anunhealthy lifestyle · Creating a wellness blueprint· Importance of whole foods This is aninformational seminar. There is no cost or obligation. Sponsored byHartford Funds. Hartford Funds and Dr Jay Rothstein and their representativesare not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024Ameriprise Financial, Inc. All rights reserved.
Health, wealth, and a confident retirement & Getting your life back after forty Date: Thursday, May 16, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Plattduetsche Park Restaurant, 1132 Hempstead Turnpyke, Franklin Square, NY 11010 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Health, wealth, and a confident retirement With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you: · Plan for a more confident retirement · Understand how financial and physical health may be intertwined · Learn ways to generate dependable income that could last through your whole retirement Presented by Robert Sutton, CRPC®, Financial Advisor from Ameriprise Financial. AND Getting Your Health Back After FortyPresented by Jon Caluori, Director of Sports Performance at Athletic Movement Protocol and Jermain Wallace, Assistant of Personal Training at Athletic Movement Protocol. This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Franklin Templeton and Hartford Funds. Franklin Templeton, Hartford Funds and their representatives are not affiliated with Ameriprise Financial.
Combatting Chronic Inflammation with Shelley Loving Date: Wednesday, May 8, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: 9AGX3g Join this event online Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us as Shelley Loving, an Integrative Nutrition Health Coach, shares tips on how to use food to control the inflammation in your body. This session will include a variety of recipes that promote an anti-inflammatory diet.
Retain Your Brain: How to age-proof your most valuable asset Date: Tuesday, May 7, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Jonathan’s Restaurant, 3000 Jericho Tpke, Garden City Park, NY 11040 Presented By: Dan Gribben, Regional Vice President – Advisor Consultant - Hartford Funds Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
Family Wealth Management: Generational Wealth Conversations Date: Tuesday, April 23, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Bocelli Ristorante, 1250 Hylan Avenue, Staten Island , NY 10305 Presented By: Craig LoConte CFP®, CIMA®, Senior Regional Consultant - MFS Investment Management Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC As you set and then communicate goals for your family, these three things can help: 1. Understanding why transfers of wealth often "fail." 2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes. 3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. This is an informational seminar. There is no cost or obligation. This event is sponsored by: MFS Investment Management MFS Investment Management and its representatives are not affiliated with Ameriprise Financial. 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.