The Home Stretch: Seven Things You Need to do the Decade Before You Retire Date: Tuesday, June 16, 2026 Time: 6:00 PM - 9:00 PM EDT Location: ITA Kitchen, 9 Nassau Blvd, Garden City, NY 11530 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Presenter: Peter Conneely, M.B.A., Vice President with Franklin Templeton Please join us for an engaging discussion designed to help you · Determine when the time is right · Take aim at your retirement target · Maximize your nest egg · Get a portfolio checkup · Create a social security strategy · Build a retirement income stream· Look beyond the money 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 This is an informational seminar. There is no cost orobligation. This event is sponsored by Franklin Templeton, JP Morgan, Fidelity,Invesco and BlackRock. These companies and their representatives are notaffiliated with Ameriprise Financial. Investment products arenot insured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved. 8947585ACMR0526
Empower the Next Generation Investor Date: Thursday, June 25, 2026 Time: 6:00 PM - 9:00 PM EDT Location: Carmela's Restaurant, 912 Hempstead Tpke, Franklin Square, NY 11010 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Presenter: Holden Patterson, Market Strategist with Goldman SachsJoin us for an engaging and insightful discussion designed to help define the next generation of investors. We will explore practical strategies to help new investors evaluate financial opportunities, manage their finances effectively, plan for the future, and protect their assets.Pleasejoin us with a friend for this special presentation where dinner andrefreshments will be served. 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. 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.© 2026 Ameriprise Financial, Inc. All rights reserved. 8877088ACMR0426
Market and Economic Update Date: Wednesday, July 8, 2026 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: JV72wn7n 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 How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you 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 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. ©2026 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Wednesday, June 10, 2026 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: Gh2kM2Pj 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 How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you 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 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. ©2026 Ameriprise Financial, Inc. All rights reserved.