Come Shred With Us! Date: Saturday, June 1, 2024 Time: 8:30 AM - 10:30 AM EDT Location: Camelot Wealth Management Partners, 4800 N Federal Hwy, Rooftop , Boca Raton, FL 33431, FL 33431 Hosted By: Camelot Wealth Management Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Come enjoy fresh coffee & pastries and safely shred your sensitive documents! To reserve a spot: call us at 561.372.0345 Ext. 210 or email us at CamelotWealthManagementPartners@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation to attend.
What's Ahead for the Markets and Economy Date: Thursday, January 25, 2024 Time: 7:00 PM - 8:00 PM EST Join this event online Presented By: Professor Jeremy Siegel , Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania Hosted By: Camelot Wealth Management Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC During this exclusive live virtual event, Professor Siegel will share his thoughts on the state of the markets and the economy. Putting today’s market and economic environment into a historical context is one of his unique capabilities and with stocks near all-time highs and structural forces holding down bond yields for the foreseeable future, the forward expectations for both growth and income from the traditional 60-40 model has to be revised downwards. Furthermore, as people are living longer, the risk of a client’s portfolio falling short of their retirement needs has grown. - The major current issues facing the global markets and the economy - How today’s market and economic environment fits into a longer-view historic context - A study on historic, current equity and bond market trends - Observations on global equity valuations 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.