Upcoming events

Social Security: Preparing for Retirement

EDT

You must RSVP to receive access credentials for this event or seminar

Bill Strott, MFS Investment Management - MFS

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

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

Always consult a Social Security agent or attorney regarding your specific SocialSecurity decisions.

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.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rightsreserved.

Capital Markets Outlook and Opportunities

EDT

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Jack O'Shea, Regional Advisor Consultant - Columbia Threadneedle Investments

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. This seminar is sponsored by Columbia Management Investment Advisers, LLC. Columbia Threadneedle Investments is an affiliate of 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.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Join us for a Shredding Event

EDT

Fieldstone Private Wealth, 219 East Main Street, Batavia, NY 14020

Fieldstone Private Wealth

Fieldstone Private Wealth

Start cleaning out your files and bring as many boxes as you would like. Properly disposing of personal documents is an important step in safeguarding and protecting your personal information and credit, and in preventing identity theft. Share with your friends!

For more information: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

There is no cost or obligation for this event.
Ameriprise Financial Services, LLC., Member FINRA and SIPC.
©2023 Ameriprise Financial, Inc., The Compass is a trademark of Ameriprise Financial Inc. All rights reserved.

Helping you protect what matters most

EDT

You must RSVP to receive access credentials for this event or seminar

J. Holt McGee, Regional Vice President of RiverSource Life Insurance Co. of New York - RiverSource Life Insurance Co. of New York

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

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.This is an informational presentation. There is no cost or obligation. This seminar is sponsored by RiverSource Life InsuranceCompany and in New York, by RiverSource Life Insurance Co. of New York, Albany, New York. Before you purchase, be sure to ask your financial advisor about the insurance policy’s features, benefits, risks and fees, and whether the insurance is appropriate for you based upon your financial situation and objectives.Insurance and annuity products are issued by RiverSource Life Insurance Company and in New York, by RiverSource Life Insurance Co. of New York, Albany, New York. These companies are affiliated with Ameriprise Financial Services, LLC. Only RiverSource Life Insurance Co. of New York is authorized to sell insurance and annuities in New York.Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2019-2023 Ameriprise Financial, Inc. All rights reserved.

Municipal Bonds: Potential Opportunities for Income

EDT

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Mike Eddy, Regional Manager, Advisor Services - Lord Abbett

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss why municipal bonds may make sense for you over the long-term, as well as why they may make sense in your portfolio today.

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

Investors should consider the investment objectives, risks, charges and expenses of a municipal bond carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

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

Lord Abbett 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 fluctuationin value.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Market Know-How Q2 2024

EDT

You must RSVP to receive access credentials for this event or seminar

Sean Lally, Regional Director - Goldman Sachs

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

In this session we’ll explore how investors may consider participation in a global recovery while maintaining a focus on risk management, with an emphasis on:

· Positioning for a broadening equity market while taking advantage of an attractive entry point in US small caps.

· Extending duration with the goal of hedging against the risk of an equity market drawdown.

· Diversifying public market exposures and seeking a balanced return distribution via private real estate.

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

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

Goldman Sachs and its representatives are not affiliated withAmeriprise Financial.

Diversification does not assure a profit or protect against loss.

Investments in small-cap companies involve risks, including volatility, that are greater than investments in larger, more established companies.

In general, equity securities tend to have greater price volatility than debt securities. The market value of securities may fall, fail to rise or fluctuate, sometimes rapidly and unpredictably. Market risk may affect a single issuer, sector of the economy, industry or the market as a whole.

Alternative investments cover a broad range of strategies and structures designed to be low or non-correlated to traditional equity and fixed-income markets with a long-term expectation of illiquidity. Alternative investments involve substantial risks and may be more volatile than traditional investments, making them more appropriate for investors with an above-average tolerance for risk.

International investing involves certain risks and volatility due to potential political, economic or currency instabilities and different financial and accounting standards.

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.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc.All rights reserved.

My Brain Made Me Do It

EDT

You must RSVP to receive access credentials for this event or seminar

Robert Barnes, SVP Business Consultant - John Hancock

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC.

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

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

John Hancock and its representatives are not affiliated withAmeriprise Financial.

Diversification does not assure a profit or protect against loss.

Investment products are not insured by the FDIC, NCUA or anyfederal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Making the Most of Medicare: What You Need to Know

EDT

You must RSVP to receive access credentials for this event or seminar

Graham Kimmerer, Senior Strategist, Business Development Consultant - MFS

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore what Medicare Parts A and B are and what they cover and their costs. Then we’ll talk about Part D, prescription drug plans and discuss major differences between Medicare Advantage Plans, also known as Part C plans, and Medicare Supplement/Medigap Plans. Lastly, we’ll review when you may want to consider applying to make sure that you have health coverage and avoid penalties.

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

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

This event is sponsored by: MFS.Theses ponsors and 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.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Timeless Principles of Investing

EDT

You must RSVP to receive access credentials for this event or seminar

Steven Pietricola, Regional Director - Eaton Vance

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC.

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

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

Eaton Vance and its representatives are not affiliated with Ameriprise Financial.

Diversification does not assure a profit or protect against loss.

Investment products are not insured by the FDIC, NCUA or anyfederal 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.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Protect Yourself From Yourself

EST

You must RSVP to receive access credentials for this event or seminar

Jack O'Shea, Regional Advisor Consultant - Columbia Threadneedle

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC.

To reserve a spot: call us at 585.344.1262 or email us at fieldstoneprivatewealth@ampf.com
RSVP Online

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name ofthe Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA.Advisory services provided by Columbia Management Investment Advisers, LLC.

Columbia Threadneedle Investments is an affiliate of 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 fluctuationin value.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Past events

7 Things No One Tells You About Retirement

EST

You must RSVP to receive access credentials for this event or seminar

Jack O'Shea, Regional Advisor Consultant - Columbia Threadneedle Investments

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name ofthe Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA.Advisory services provided by Columbia Management Investment Advisers, LLC.

Columbia Threadneedle Investments is an affiliate of 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.

Retain Your Brain: How to age-proof your most valuable asset

EST

You must RSVP to receive access credentials for this event or seminar

Brian Briggs, Advisor Marketing Consultant & Tom Barrett, Director, Applied Insights - Hartford Funds

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC.

It’s understandable that we’re desperate for a quick fix to one of the greatest collective health fears we have: Losing cognitive function.

So, can we prevent, or at least slow, the aging of our brains?

More and more research reveals a powerful message: that we – not our genes – can have control over our cognitive health today and the destiny of our brains.

Join us to learn

· Why your brain may not be the same age as you

· How brain health can affect your lifestyle and finances

· Practical tips to age-proof your brain

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

Hartford funds is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC.,

Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc., The Compass is a trademark

of Ameriprise Financial Inc. All rights reserved.

Retain Your Brain: How to age-proof your most valuable asset

EST

You must RSVP to receive access credentials for this event or seminar

Brian Briggs, Advisor Marketing Consultant & Tom Barrett, Director, Applied Insights - Hartford Funds

Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC.

It’s understandable that we’re desperate for a quick fix to one of the greatest collective health fears we have: Losing cognitive function.

So, can we prevent, or at least slow, the aging of our brains?

More and more research reveals a powerful message: that we – not our genes – can have control over our cognitive health today and the destiny of our brains.

Join us to learn

· Why your brain may not be the same age as you

· How brain health can affect your lifestyle and finances

· Practical tips to age-proof your brain

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

Hartford funds is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC.,

Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc., The Compass is a trademark

of Ameriprise Financial Inc. All rights reserved.

Responsible Investing - Pursue Competitive Returns. Drive Positive Change

EST

There is not an online event passcode

Join this event online

Lenore Reiner, VP & Sr. Responsible Investment Strategy Specialist for Calvert Research and Management - Affiliated

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

  • Why Responsible Investing matters
  • Current trends in Responsible Investing
  • A unique approach to Responsible Investing

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

Eaton Vance 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.

5796492ACMR0723

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

There is not an online event passcode

Join this event online

Rick Nahill, Business Development Director – John Hancock Investment Management - Affiliated

Ameriprise Financial Services, LLC

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about health care in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicare coverage.

Our guest speaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity College in Hartford CT. Rick will cover the following in our time together:

  • Medicare Parts and When to Enroll
  • Medicare Costs
  • Medigap
  • Medicare Advantage
  • Working past sixty-five

This is an informationalevent. There is no cost or obligation.

John Hancock and theirrepresentatives are not affiliated with Ameriprise Financial Services, LLC.

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.