Are you Leveraging all the Technology available to you at Ameriprise? Date: Tuesday, May 21, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Sebastian Gonzalez, Branch Manager | Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Learn about the following: - Get “on-the-go” access - Message Center - Statements & Documents - Total View - Using e-Signature - Personalize your Accounts For more information: call us at 978.539.0213 or email us at heather.roy@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. Not FDIC or NCUA Insured | No Financial Institution Guarantee|May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved
Education Planning and Funding, features and Benefits of 529 Plans Date: Wednesday, May 8, 2024 Time: 6:00 PM - 8:00 PM EDT Join this event online Presented By: Chris Stack, Managing Consultant - savingforcollege.com Hosted By: Middleton MA branch of Ameriprise Financial Services, LLC Sponsored By: Columbia Threadneedle During this complimentary session, you will learn: - Why you should use a 529 Plan - Who benefits the most from 529 plans - What if you don't use your 529 plans assets for school? - How 529 plans can help your estate plan - Exciting new Roth IRA feature that 529plans have Savingforcollege.com and their representatives are not affiliated with Ameriprise Financial, Inc. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies. Columbia Threadneedle Investments is affiliated with Ameriprise Financial Services, LLC. Clients contributing to a 529 Plan offered by a state in which they are not a resident, should consider, before investing, whether their, or their designated beneficiary(s) home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.
Social Security: Preparing for Retirement Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Karen Ireland, CRPC, Vice President, Business Development with MFS Investment Management - MFS Investment Management Hosted By: Paul Reed Financial Advisor, Ameriprise Financial Services, LLC Sponsored By: Ameriprise Financial Services, LLC Duringthis complimentary session, we’ll discuss: - Important components of Social Security Benefits - How Social Security Benefits are calculated - Discuss options for anyone who has ever been married - Role of taxes and your retirement plan This is an informational seminar. There isno cost or obligation. This event is being sponsored by: MFS. This sponsor and their representatives are not affiliated with Ameriprise Financial. Always consults a Social Security agent or attorney regarding your specific Social Security decisions. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Securities offered by Ameriprise Financial Services,LLC. Member FIRA and SIPC.A ©2024 Ameriprise Financial Inc. all rights reserved.