Past events

Understanding Medicare from A to D

  • Kevin Facchine, Sales Director - First Eagle
  • AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • AGP Wealth Advisors

This virtual event will feature the following:

  • An introduction to the program, its coverage and its costs
  • The enrollment process, and where and how to start
  • Coordinating Medicare benefits with other forms of insurance
  • The resources available to help individuals

Family, friends, and colleagues are welcome to join!

This is an informational seminar. There is no cost or obligation First Eagle and its 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.

Raising Financially Aware Kids - Understanding the Value of a Dollar From Toddler to Teen

  • Diane Gallagher, Vice President Marketing - American Century
  • AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services LLC
  • American Century

Kids often rely on their parents or caregivers for information on how to manage money. This complimentary webinar will highlight some important money concepts that you share with your kids to help them better understand:

  • Their values and money
  • How they can earn money and experience
  • Basic saving and investment strategies
  • Responsible budgeting and borrowing practices
  • The importance of giving back

This is an informational seminar. There is no cost or obligation. American Century and its 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.

Washington State Long-term Care Tax — Virtual Discussion

  • Aaron Smith, Financial Advisor, Insurance Specialist - AGP Wealth Advisors
  • AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services LLC

WA State is about to impose an additional mandatory tax on income to implement a state-run LTC program with limited benefits. You have options to potentially opt out of this tax.

We will be hosting a call with Aaron Smith, ChFC®, CLTC®, Financial Advisor and Insurance Specialist on March 31st at 12 PM Pacific to cover the specifics of this new program and potential options in more detail.

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

Before you purchase Long-Term Care insurance, be sure to consider the policy's features, benefits, risks and fees, and whether it is appropriate for you, based upon your financial situation and objectives.

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.