Upcoming Events

There are no upcoming events. Please check back for updates.

Past Events

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 JPMorgan's Guide to the Market for third quarter 2019 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

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

Beer Tasting

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

Please join us for a beer tasting event in a private setting.

Kevin Kreuzer with JP Morgan Asset Management

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 JPMorgan’s Guide to the Market for second quarter 2019 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

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.

© 2018 Ameriprise Financial, Inc., All rights reserved. 2338261ACMR1218

Mother's Day Brunch

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

Mother's day brunch for Mother's and daughter's enjoying mimosa, food and company.

Shane Kennedy with Columbia Threadneedle funds

Estate Planning Seminar

Heather S. Mayor, ESQ. - Mayer & Young PC

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

You're invited to attend a special event Estate Planning

The Law Offices of Mayer & Young and its representatives are not affiliated with Ameriprise Financial.