Securing Your Retirement
Mike Graci, BlackRock Business Consulting Team – Advisor Engagement - BlackRock
Ameriprise Financial Services, LLC
During this complimentary virtual seminar, you will learn about:
· Rules of retirement benefits
· Individual, spousal, and survivor benefits
· Collection strategies
Thisis an informational seminar. There is nocost or obligation.
This event is sponsored by: BlackRock.
BlackRock and their representatives are not affiliated with Ameriprise Financial. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.
7 Things No One Tells You About Retirement
Russell Gentile, Senior Regional Advisor Consultant - Columbia Threadneedle Investments
Ameriprise Financial Services, LLC
During this complimentary virtual seminar we will be touching on:
· Retirement history reveals a lot
· The wrong top 10 list
· The unspoken side of retirement
· Major transition miscalculation
· Where clich� advice goes wrong
· The broken period of longevity
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.
Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory service provided by Columbia Management Investment Advisors, LLC. Columbia Threadneedle is an Ameriprise affiliate. 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 risk including possible loss of principal and fluctuation in value. 7610697ACME0226
Women's Wellness Series: Financial Wellness
Taylor Markee, PMA, BFA, Financial Advisor at Ameriprise Financial - Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Hosted and presented by Taylor Markee, Financial Advisor with Burd& Dalessandro Wealth Management, a private wealth advisory practice ofAmeriprise Financial, LLC
Please join us after the presentation for a Q&A discussionwith industry professionals to have your financial wellness questionsanswered! Let us know what questions you have prior to the event to makesure you get the answers.
Bring a friend and join us at Vesta to enjoy hor d'oeuvres,drinks, and relevant discussion.
Panelists include:
Taylor Markee, APMA, BFA: Financial Advisor at AmeripriseFinancial
Elizabeth Bjorn: Estate Attorney at Epstein & O'Donovan, LLP
Stacey Schuler-Cannon: Real Estate Agent, Coach, and owner of The Home Group
Mirissa Harrison: CPA and owner at North Point Financial Solutions
Sponsored by Laura Nardone with PGIM. Sponsors and invited guest are not affiliated with Ameriprise Financial. This is an informational seminar. There is no cost or obligation.
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The Compass is a trademark of Ameriprise Financial, Inc.
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.
© 2025 Ameriprise Financial, Inc. All rights reserved.
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Are you Leveraging all the Technology available to you at Ameriprise?
John Leahy, Regional Vice President - Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Learn about the following:
- Get “on-the-go” access
- Message Center
- Statements & Documents
- Total View
- Using e-Signature
- Personalize your Accounts
This is an informational seminar. There is no cost 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 and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC ©2025Ameriprise Financial, Inc. All rights reserved 7767859ACMR0325
Making Medicare Work for You
Jennifer Taboada, Director, Wealth Education Specialist - BlackRock
Ameriprise Financial, LLC
Topics covered during this complimentary presentation:
· What is Medicare?
· Choosing a Medicare Plan
· Which option may be right for you?
This is an informational seminar. There is no cost or obligation.
This event is sponsored by: BlackRock.
BlackRock and their 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 risk including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial Inc. All rights reserved. 7540869ACMR0125