Upcoming events

Protecting Your Data: Aware and Prepared

EST

Novita, 860 Franklin Avenue, Garden City, NY 11530

Tom Schmitt, CPWA®, Sr. Regional Consultant - MFS

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com

Market and Economic Update

EDT

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Join this event online

Robert A Sutton, CRPC®, Financial Advisor - Ameriprise Financial Services, LLC

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
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.

Family Love Letter Client Presentation How Every Family Can Prepare.

EDT

Umberto's of New Hyde Park , 633 Jericho Tpke, New Hyde Park, NY 11040

Cheri Brooks, Managing Director - Neuberger Berman

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes.

To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com

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

Neuberger Berman is not affiliated with Ameriprise Financial.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

Past events

Market and Economic Update

EST

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Join this event online

Robert A Sutton, CRPC®, Financial Advisor - Ameriprise Financial Services, LLC

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.
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.

Leveraging technology while protecting yourself in the digital world

EST

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Join this event online

Daniel R. Masiello CFP®, BFA™, CRPC™ , Private Wealth Advisor - Ameriprise Financial Services, LLC

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

This complimentary session will help on how Ameriprise help protect your information, Online security guarantee Working together online and, on the go, protecting yourself online, Recognizing common types of fraud and scams.
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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.