Taking control of your workplace retirement benefits Date: Tuesday, April 2, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC 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. To reserve a spot: call us at 219.865.2277 or email us at DENISE.L.FOGLIO@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. 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.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Tuesday, May 14, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.Create a meaningful legacy today — and for when you're gone. To reserve a spot: call us at 219.865.2277 or email us at DENISE.L.FOGLIO@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. 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Preparing for taxes in retirement Date: Tuesday, June 11, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement. To reserve a spot: call us at 219.865.2277 or email us at DENISE.L.FOGLIO@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. 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.
Planning for the future: An approach for your whole family Date: Tuesday, August 13, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones To reserve a spot: call us at 219.865.2277 or email us at DENISE.L.FOGLIO@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. 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.
Market and Economic Update Date: Tuesday, September 10, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC 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 To reserve a spot: call us at 219.865.2277 or email us at DENISE.L.FOGLIO@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.
Living well today and tomorrow: Actionable strategies and exploration of options for your portfolio Date: Tuesday, October 15, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC During this complimentary seminar, you'll learn actionable strategies that can help you:Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order. To reserve a spot: call us at 219.865.2277 or email us at DENISE.L.FOGLIO@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Before you purchase, be sure to ask your advisor about the life insurance policy’s features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives.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 offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Health, wealth and a confident retirement Date: Tuesday, November 5, 2024 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC 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 To reserve a spot: call us at 219.865.2277 or email us at DENISE.L.FOGLIO@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.
Why a Roth IRA, why Now? Valuable tips to help you reach your goals Date: Tuesday, March 12, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC 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. 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.
Creating your retirement income: Strategies to help you live the life you've earned Date: Tuesday, February 13, 2024 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last. 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.
A guide to teaching financial responsibility Date: Tuesday, January 16, 2024 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC, ADVISOR - AMERIPRISE Hosted By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC Sponsored By: PATRICIA AUSTGEN, CRPC, BFA, RICP, CLTC By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:Why it's important to raise financially responsible childrenFinancial basics to share with your children during key agesHow the examples you set and the habits your children create have lasting implications on the entire family 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.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Wednesday, November 8, 2023 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: Patricia Austgen, CRPC, CLTC, BFA, RICP, Advisor - Ameriprise Hosted By: Patricia Austgen, CRPC, CLTC, BFA, RICP Sponsored By: Patricia Austgen, CRPC, CLTC, BFA, RICP Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.Create a meaningful legacy today — and for when you're gone. 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Planning for the future: An approach for your whole family Date: Tuesday, October 3, 2023 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Patricia Austgen, CRPC, CLTC, BFA, RICP, Advisor - Ameriprise Hosted By: Patricia Austgen, CRPC, CLTC, BFA, RICP Sponsored By: Patricia Austgen, CRPC, CLTC, BFA, RICP When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones 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.