Past events

Rollover Planning

  • Denise-Marie Nakamura CIMA®, Senior Regional Advisor - Putnam Investments
  • Ameriprise Financial
  • Putnam Investments

The presentation will focus on your choices if you leave a job:

· Stay put: Leave your money in the plan

· Convert it to cash

· Move the dollars to your new employer’s plan

· Take it with you with a Rollover IRA

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

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

Sponsored by Putnam Investments
Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Be sure you understand the potential benefits and risks of an IRA rollover before implementing. As with any decision that has tax implications, you should consult with your tax adviser prior to implementing an IRA rollover.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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 in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.

The Power of Feeling Your Best!

  • Chris Johnson, Founder & CEO of On Target Living - Putnam Investments
  • Jamie Frisone, CFP ®, CRPC ®, AWMA®, Regional Vice President
  • Putnam Investments

Exercise, healthier eating habits and a good night's rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

  • Your guide to balance, energy and vitality
  • REST, EAT and MOVE to help feel your best
  • Tools and strategies for immediate action

This webinar is sponsored by Putnam Investments.

Putnam Investments is not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved.

Brainworks - Simple Solutions for Staying Sharp

  • Michael Futterman, Head of Knowledge Labs, Professional Development - Janus Henderson
  • Jamie Frisone CFP®, CRPC®, AWMA®, Regional Vice President with Ameriprise Financial
  • Janus Henderson

What’s wealth without brain health? Daily multitasking and our constant state of busyness can create a chronic level of stress on our brain, causing us to be unfocused, distracted and less productive. But did you know that more is within your control than you may think? While cognitive decline may be an inevitable part of the aging process, studies show that we can prevent, or at least postpone, its development through intervention.

Janus Henderson and its representatives are not affiliated with Ameriprise Financial..
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc. All rights reserved
3161112ACMR0720