Past events

Webinar: Rollover Planning

  • Patrick R. Caine, Wealth Management Specialist - Putnam Investments
  • Hand, Smith, Stella & Associates

Hand, Smith, Stella & Associates,

A financial advisory practice of Ameriprise Financial Services, LLC

Invites you to a special webinar discussing

Rollover Planning

When retiring or starting a new job, understand the options for your existing retirement savings.

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Be sure you understand the potential benefits and risks of an IRA rollover before implementing. As with any decision that has tax implications, you should consult with your tax adviser prior to implementing an IRA rollover.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

©2020 Ameriprise Financial, Inc. All rights reserved.

3059304ACMR0520

Riding Out Market Events

  • Andrew Oladipo - New York Life Investments
  • Hand, Smith, Stella & Associates

Hand, Smith, Stella &Associates,

A financial advisory practice of Ameriprise Financial Services, LLC invites you to a special webinar,

Riding Out Market Events

Tuesday, April 7, 2020

12:00 PM, Eastern Daylight Time

Presented by Andrew Oladipo, New York Life Investments

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

New York Life Investments and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.