7 Things No One Tells You About Retirement Date: Thursday, May 16, 2024 Time: 12:00 PM - 1:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Dhamandeep S. Judge, Regional Advisor Consultant - Columbia Threadneedle Hosted By: AGP Wealth Advisors Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement. Retirement may be one of the most eagerly anticipated phases of life, but it can also be the least understood — particularly when it comes to the more personal, non-financial side of life after work. For too long, retirement planning has focused solely on helping people map out how their financial circumstances will change. But what about how they might be affected personally and emotionally? To reserve a spot: call us at 425.228.1000 or email us at sophia.jaksha@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 Columbia Threadneedle is an affiliate 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. The Compass is a trademark of Ameriprise Financial Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Cybersecurity Event Date: Thursday, March 21, 2024 Time: 12:00 PM - 1:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Bryan Doherty, Executive Vice President of Advice and Wealth Management Technology at Ameriprise - Ameriprise Financial Hosted By: AGP Wealth Advisors Join us as we discuss potential threats and proactive prevention, in addition to artificial intelligence and Ameriprise’s foundation and commitment to security. Our presenter, Bryan Doherty is Executive Vice President of Advice and Wealth Management Technology at Ameriprise. Bryan is responsible for all technology in the Advice and Wealth Management segment including all advisor and client technology. He leads a team of over 1,800 global resources who own and support over 450 applications. He has built a culture centered around delivering world-class technology based on a foundation of security, availability, and resiliency. Bryan has been with the company for 23 years starting as a consultant before becoming an employee in 2003. He holds master’s degrees in Organizational Management and Software Engineering. This is an educational seminar. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial Inc. Ameriprise Financial Services, LLC, Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved. 64429342ACMR0324
Get The Best Night's Sleep and Boost Your Day To Day Memory Date: Thursday, November 2, 2023 Time: 12:00 PM - 1:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Dr. Marc Milstein, Ph.D. Hosted By: AGP Wealth Advisors Join us for an exclusive virtual event, Get The Best Night's Sleep and Boost Your Day To Day Memory. You will learn: How can you remember that word you are having trouble remembering? (Minimize that frustrating feeling!) Why do some people have incredible memories, and how can we use their tricks in our day-to-day lives? You will learn the specific brain science-based secrets to remembering your to-do list and daily memory tasks. How our current situation can wreak havoc on the effectiveness of our sleep and how to avoid these traps. How to fall asleep faster, stay asleep, and wake up refreshed based on how your brain works. Your family, friends and colleagues are welcome to join! Dr. Marc Milstein is not affiliated with Ameriprise Financial.
Planning to Make College More Affordable Date: Thursday, October 5, 2023 Time: 6:00 PM - 7:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Alan Blinn, Private Wealth Advisors - AGP Wealth Advisors Hosted By: AGP Wealth Advisors The cost of college has continued to rise in recent years, but that has not decreased the importance of obtaining a degree. Join us for “Planning to Make College More Affordable”, a virtual 50-minute presentation and 10-minute Q&A. We’ll cover Current and future costs of college The value of education Types of financial aid Student Aid Index (SAI) formerly called EFC Student Loans Free Application for Federal Student Aid (FAFSA) Learn how to help maximize your aid and navigate the college funding landscape. Our AGP presenter, Alan Blinn, CFP®, has over 24 years of college planning experience. We look forward to having you on our Teams call. Please feel free to invite friends, family and colleagues. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value