Upcoming Events

Making Government Benefits Work For You - Understanding Social Security and Medicare

Jennifer Foster, Vice President - BlackRock Investments

Russel Phelps, Private Wealth Advisor and Catherine Heath, Financial Advisor

To reserve a spot: call us at 916.351.0000 or email us at melissa.castillo@ampf.com

BlackRock Investments and its representatives are not affiliated with Ameriprise Financial.

This is an informational seminar. There is not a cost or obligation.

Ameriprise Financial Services, LLC Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

2978849ACMR0320

Add Event
to Calendar

Past Events

2020 Investment Outlook Ten Predictions

Dan Brown, Vice President - Nuveen Investments

Russel Phelps, Private Wealth Advisor and Catherine Heath, Financial Advisor

Russel L. Phelps, CA insurance #0B18900

Catherine Heath, CA insurance #0E48522

This is an informational seminar. There is not a cost or obligation

Sponsored by Dan Brown with Nuveen Investments

Nuveen Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

2940678ACMR0220

Quarterly Webinar Series

Kevin Kreuzer, Vice President - JP Morgan Assest Management

Russel Phelps, Private Wealth Advisor and Catherine Heath, Financial Advisor

We are pleased to host JP Morgan's Guide to the Market for 1st Quarter 2020 as part of Trinity Wealth Advisors quarterly webinar series.

The Presentation will focus on these areas:

  • Today's economic landscape
  • U.S. Markets
  • Global outlook

Russel L Phelps, CA insurance #0B18900

Catherine Health, CA insurance #0E48522

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

JPMorgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including, possible loss of principal and fluctuation of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Quarterly Webinar Series

Kevin Kreuzer, Vice President - JP Morgan Asset Management

Russel Phelps Private Wealth Advisor and Catherine Heath Financial Advisor

We are pleased to host JP Morgan's Guide to the Market for fourth quarter 2019 as part of Trinity Wealth Advisors quarterly webinar series The Presentation will focus on these areas:

The Presentation will focus on these areas:

· Today’s economic landscape

· U.S. Markets

· Global Outlook

Catherine Heath CA insurance #0E48522

Russel Phelps III CA insurance #0B18900

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design)in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

JP Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2019Ameriprise Financial, Inc., All rights reserved. 2633991ACMR0719

Join Trinity Wealth Advisors in supporting Fat Kitty City Cat Shelter

Russel Phelps Private Wealth Advisor and Catherine Heath Financial Advisor

Trinity Wealth Advisors is supporting the Fat Kitty City Cat Shelter whose mission is dedicated to rescuing and providing shelter and medical aid to abandoned or abused animals. Items can be dropped off at or before November 8that our office. Please contact us for items needed to support Fat Kitty City Cat Shelter. Please consider dropping off contributions the next time you visit the office.

Ameriprise Financial is committed to helping strengthen our communities. In 2018, we supported more than 7,000 nonprofits nationwide and contributed more than 76,000volunteer hours.

To learn more about Ameriprise Financial Community Relations, visitameriprise.com/CommunityRelations.