Upcoming events

SA - 720 Security Awareness in 720 Degrees

  • EDT
  • No passcode required
  • Join this event online
  • John Choate, Managing Director - SA-720 Consulting
  • Janus Henderson
  • Summit House Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

John Choate is a prior Navy SEAL and Managing Director of SA-720™, a consulting firm that has based its principles from the U.S Special Operations community. John began his professional career as a naval officer in the SEAL teams. In this session, John will present “SA-720 Security Awareness in 720 Degrees” which discusses security concerns in the post-9/11 environment. He will teach how to develop your own security awareness through present day case studies. This event is sponsored by Janus Henderson.

To reserve a spot: call us at 413.540.0196 or email us at patricia.belanger@ampf.com

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

Janus Henderson is not affiliated with Ameriprise Financial, Inc.

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.

The Family Love Letter

  • EDT
  • There is no passcode required
  • Join this event online
  • Cheri Brooks, CPA, Senior Vice President, and Head of the Neuberger Berman Advisor Institute - Neuberger Berman
  • Ameriprise Financial Services
  • Summit House Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

: Cheri will lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. We will discuss answers to the following questions and more:

• What do you have today?

• Where is it located?

• Who do you contact?
To reserve a spot: call us at 413.540.0196 or email us at patricia.belanger@ampf.com

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

Neuberger Berman is not affiliated with Ameriprise Financial Services, LLC.

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.

Past events

2021 SEMINAR SERIES: Your Prosperity Picture: A 5-Step System

  • EDT
  • 187 292 0913 Password: Seminar!1
  • Join this event online
  • Lisa Kueng, Director of Creative Campaigns - Invesco
  • Summit House Wealth Partners

A 5-StepSystem Designed to Help Manage your Money, Design your Life and Create your Future

We invite you to an educational conference call and online WebEx seminar event.

The presentation will focus on ways to:

*Create the vision

*Know where you are

*Design your plan

*Make it happen

*Enjoy the journey
Please call: 1-844-621-3956 Access Code: 187 292 0913

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

Invesco and their 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 in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

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2021 SEMINAR SERIES: Monthly Market Roundup

  • EDT
  • 187 770 2858 Password: Seminar1!
  • Join this event online
  • Liz Young, CFA, Director of Marketing Strategy - BNY Mellon Investment Management
  • Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for an economic and market update with Liz Young, Director of Marketing Strategy, with BNY Mellon Investment Management. Liz works directly with BNY Mellon’s Chief Economist to formulate and deliver market updates. She focuses on educating investors on current macroeconomic themes and their effects on capital markets.

Please call: 1-844-621-3956 Access Code: 187 770 2858

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

BNY Mellon Investment Management and their 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 in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3515809ACMR0421

2021 SEMINAR SERIES: The Hidden Costs of Aging: The Important Conversations...

  • EDT
  • 146 134 0974 Password: Seminar1!
  • Join this event online
  • Tom Antonovich and Timothy Nichols, Vice Presidents and Senior Advisor Consultants, - Franklin Templeton
  • Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

We invite you to an educational conference call and online WebEx seminar event. We will discuss the important conversations you need to have about care and housing expenses.

Join us for this WebEx event where we’ll talk about how to better understand planning for an unexpected event as you age, including what options you have as you get older. We know how uncomfortable it ca be to talk about health problems associated with aging. But this topic is too important to ignore. In this WebEx we’ll discuss:

*The Profile of Aging

*Care and Housing Considerations

*Formulating a Plan

Please call: 1-844-621-3956 Access Code: 146 134 0974

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3515809ACMR0421

J.P. Morgan Guide to the Markets: Q2 and The Power of Feeling Your BEST

  • EDT
  • There is not an online event passcode
  • Join this event online
  • Chris Johnson Founder and CEO of On Target Living and Meera Pandit , CFA & Vice President, Global Market Strategist - J. P. Morgan Asset Management
  • Summit House Wealth Partners
  • Ameriprise Financial Services, LLC

Meera Pandit, CFA, Vice President, Global Market Strategist J. P. Morgan will discuss:

• Today’s economic landscape

• U.S. Markets

• Global outlook

Meera’s background is in delivering timely market and economic insights to clients, conducting research on the global economy and capital markets, and runs economic forecasts. She is also responsible for publications such as the Guide to Markets. Meera was featured as Market Watch’s “Forecaster of the Month” in February 2020.
The Power of Feeling Your BEST
Chris Johnson is the Founder & CEO of On Target Living and bestselling author of On Target Living, and co-author of Capacity. Chris will share more about what does “Feeling Your BEST” feel like? A demanding pace of modern-day life coupled along with a poor food environment can contribute to a downward spiral of health. Chris will offer focus strategies to achieve positive results. The Power of Feeling Your BEST is derived from exercise, healthier eating habits, and a good night’s rest which all contribute to higher performance. Chris will share practical tools that will guide you to take immediate action to feel your BEST.

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

J.P. Morgan Asset Management and On Target Living are not affiliated with Ameriprise Financial Services, LLC.

2021 SEMINAR SERIES: Talking With Your Spouse – Creating Financial Harmony

  • EDT
  • 146 103 6462 Password: Seminar1!
  • Join this event online
  • Ajamu C. Loving, Ph.D., Advisor Education Consultant - Delaware Investments
  • Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

We invite you to an educational conference call and online WebEx seminar event Thursday, April 29th from 1 p.m.- 1:45 p.m. Eastern Time.

Please join our WebEx to hear Advisor Education Consultant for Delaware Investments, Ajamu C. Loving, Ph.D., share information on ways to speak with your spouse and align both your life and wealth.

During this complimentary session we’ll discuss:

*How to communicate about finances

*Setting personal and financial goals

*Ways to prepare for the unexpected

Please call: 1-844-621-3956 Access Code: 146 103 6462

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

Delaware Investments and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021Ameriprise Financial, Inc. All rights reserved.

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