Upcoming events

7 Things No One Tells You About Retirement

PDT

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Dhamandeep S. Judge, Regional Advisor Consultant - Columbia Threadneedle

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
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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.

Past events

Cybersecurity Event

PDT

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Bryan Doherty, Executive Vice President of Advice and Wealth Management Technology at Ameriprise - Ameriprise Financial

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

PDT

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Dr. Marc Milstein, Ph.D.

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

PDT

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

Alan Blinn, Private Wealth Advisors - AGP Wealth Advisors

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