Upcoming events

The Hidden Costs of Aging

EST

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Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy

AllTides Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations

• Explore common care and housing options as we age

• Identify considerations to help formulate a thoughtful plan

For more information: email us at donna.perez@ampf.com

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

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

Past events

Behavioral Finance

EST

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Jeff Nymark, CIMA - Minnesota Senior Advisor Consultant - First Eagle Investments

AllTides Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle

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

First Eagle Investments and their representatives are not affiliated with Ameriprise Financial.

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.