April Market Snapshot Seminar Date: Wednesday, April 10, 2024 Time: 1:00 PM - 1:45 PM PDT ONLINE EVENT PASSCODE: NLdXcs Join this event online Presented By: Dori Hetrick, Regional Director - Goldman Sachs Hosted By: EPIC Wealth Partners Discover the latest trends and insights in the market by attending our informative virtual April Market Snapshot seminar on April 10th from 1:00pm-1:45pm PT, presented by Dori Hetrick – Regional Director from Goldman Sachs! Get ready to gain valuable knowledge that can help you make informed decisions in your investments. Whether you're a seasoned investor or just starting out, this event is designed to cater to all levels of expertise. This is an informational seminar. There is nocost 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 andfluctuation in value.Goldman Sachs and their representatives are not affiliated with AmeripriseFinancial, Inc.6485327ACMR0324
Spring Shred Event Date: Saturday, March 30, 2024 Time: 1:00 PM - 3:00 PM PDT Location: Our Office Parking Lot, 250 N Westlake Blvd Ste 200, Westlake Village, CA 91362 Hosted By: EPIC Wealth Partners Join EPIC Wealth Partners for our Spring Shred Event. Come enjoy delicious ice cream while disposing of your old documents safely and securely! *3 boxes maximum If you have any questions or would like to RSVP for this event, email brooke.manoogian@ampf.com
The 7 Things No One Tells You About Retirement Date: Wednesday, November 8, 2023 Time: 1:00 PM - 2:00 PM PST ONLINE EVENT PASSCODE: a9AoEY Join this event online Presented By: Charles Perosio, Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: EPIC Wealth Partners Learn about the 7 non-financial issues that retirees face in retirement in this Columbia Threadneedle Investments educational webinar! The Compass is a trademark of Ameriprise Financial, INC. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.
The Psychology of Investing Webinar Date: Wednesday, August 23, 2023 Time: 1:00 PM - 2:00 PM PDT ONLINE EVENT PASSCODE: NcKXGp Join this event online Presented By: Jennifer Taboada, Director and Wealth Education Specialist - BlackRock Hosted By: EPIC Wealth Partners Regardless of how sophisticated or well-intentioned an investor you are, we are all susceptible to thoughts and emotions that can be detrimental to our investments. Join us to discuss: What behaviors to watch out for The impact they can have on your wealth How to minimize the impact of emotions on your investments This is an informational seminar. There is no cost or obligation. BlackRock and its 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 5803040ACMR0723.