Upcoming events

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
To reserve a spot: call us at 561.997.9602

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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
To reserve a spot: call us at 561.997.9602

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.

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
To reserve a spot: call us at 561.997.9602

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

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

Past events

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.

How to Stay Safe From Cyber Crime and Identity Theft

  • Jeff Lanza, Retired FBI Agent, Keynote Speaker
  • Ameriprise Financial Services, LLC
  • John Hancock Investment Management

During this presentation, you’ll learn about:

· The impact of technology

· Understanding the threats

· Protecting you and your family

· Accountability and support

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

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

The Road to Recovery

  • Strider Elass, Senior Economist - First Trust Portfolios L.P.
  • Ameriprise Financial Services, LLC

This is an informationalseminar. There is no cost or obligation.

This is an informational seminar. There is no obligation or cost. First Trust Portfolios 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

The Power of Feeling Your BEST!

  • Chris Johnson, President - On Target Living - Putnam Investments
  • Ameriprise Financial Services, LLC
  • Putnam Investments

Exercise, healthier eating habits and a good night’s rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

  • Your guide to balance, energy, and vitality
  • REST, EAT, and MOVE to help feel your best
  • Tools and strategies for immediate action

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

This webinar is sponsored by Putnam Investments.

Putnam Investments is not affiliated with Ameriprise Financial.

2020 North America Outlook - Getting Back On Track

  • Brian Levitt, Invesco Economist - Invesco
  • Todd Mackler, Branch Manager, Ameriprise Financial

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

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

Invesco and its representatives are not affiliated with Ameriprise Financial.

Investment products, including shares of mutual funds, 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.