Why a Roth IRA, why Now? Valuable tips to help you reach your goals Date: Thursday, August 22, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: 9Doumu Join this event online Presented By: Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Roth IRAs can be used to help generate income in retirement by investing after-tax dollars. During this presentation we’ll provide an overview of the Roth IRA and discuss some of the nuances and tax benefits available through this retirement vehicle. To reserve a spot: email us at nicole.magnusson@ampf.com RSVP Online Event registration How to navigate volatile markets Date: Thursday, October 24, 2024 Time: 6:00 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.Ameriprise Financial cannot guarantee future financial results.Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.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 Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved.
How to navigate volatile markets Date: Thursday, October 24, 2024 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: 68hodw Join this event online Presented By: Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. To reserve a spot: email us at nicole.magnusson@ampf.com RSVP Online Event registration How to navigate volatile markets Date: Thursday, October 24, 2024 Time: 6:00 PM - 7:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Taking control of your workplace retirement benefits Date: Thursday, May 9, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: Scbx6k Join this event online Presented By: Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. 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 Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Health, wealth and a confident retirement Date: Thursday, February 22, 2024 Time: 6:00 PM - 7:00 PM EST ONLINE EVENT PASSCODE: 2inkY7 Join this event online Presented By: Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Are you feeling confident about 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 to bring your retirement dreams and goals more within reachUnderstand how financial and physical health may be intertwinedLearn ways to generate dependable income that could last through your whole retirement 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.
Weathering job transitions. Preserving your future. Date: Thursday, January 25, 2024 Time: 6:00 PM - 7:00 PM EST ONLINE EVENT PASSCODE: qVs53t Join this event online Presented By: Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Being out of work can be very challenging, both financially and emotionally. This complimentary session will cover some of the steps you can take to help you manage during this tough time, including: How to meet your basic expenses in the near term and keep your health coverage What to do if you’ve been out of work for 6 months or more How to manage long-term financial goals if you’ve been out of work for a year or more 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.