Your Retirement Roadmap: Building wealth and saving for the future Date: Tuesday, April 21, 2026 Time: 6:00 PM - 8:00 PM CDT Location: Hotel Marshfield, 2700 S. Central Avenue, Marshfield, WI 54449 Presented By: Kim Angell, CFP®, ChFC®, APMA®, Private Wealth Advisor - Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last. To reserve a spot: call us at 715.341.6657 or email us at kylee.martens@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Your Retirement Roadmap: Building wealth and saving for the future Date: Thursday, April 23, 2026 Time: 6:00 PM - 8:00 PM CDT Location: Hotel Marshfield, 2700 S. Central Avenue, Marshfield, WI 54449 Presented By: Kim Angell, CFP®, ChFC®, APMA®, Private Wealth Advisor - Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last. To reserve a spot: call us at 715.341.6657 or email us at kylee.martens@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Marshfield Client Appreciation Lunch - Retain Your Brain Date: Tuesday, May 5, 2026 Time: 12:30 PM - 2:30 PM CDT Location: RiverEdge Golf Course & Banquet Facility, 10191 Mill Creek Dr., Marshfield, WI 54494 Presented By: Julie L. Genjac, Vice President & Managing Director - Applied Insights with Hartford Funds Hosted By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Hartford Funds, PIMCO, BNY Mellon and Allspring. To reserve a spot: call us at 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. HartfordFunds is not affiliated with Ameriprise Financial. This event is sponsored by: Hartford Funds, PIMCO,BNY Mellon and Allspring. These sponsors and representatives are notaffiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are not depositsor obligations of, or guaranteed by any financial institution, and involveinvestment 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.
Marshfield Client Appreciation Dinner - Retain Your Brain Date: Tuesday, May 5, 2026 Time: 5:30 PM - 8:30 PM CDT Location: RiverEdge Golf Course & Banquet Facility, 10191 Mill Creek Dr., Marshfield, WI 54494 Presented By: Julie L. Genjac, Vice President & Managing Director - Applied Insights with Hartford Funds Hosted By: Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Hartford Funds, PIMCO, BNY Mellon and Allspring To reserve a spot: call us at 715.341.6657 or email us at AlacrityWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. HartfordFunds is not affiliated with Ameriprise Financial. This event is sponsored by: Hartford Funds, PIMCO,BNY Mellon and Allspring. These sponsors and representatives are notaffiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are not depositsor obligations of, or guaranteed by any financial institution, and involveinvestment 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 rightsreserved.
Your Retirement Roadmap: Building wealth and saving for the future Date: Thursday, October 23, 2025 Time: 6:00 PM - 8:00 PM CDT Location: Buck & Honey's - Sun Prairie , 804 Liberty Blvd., Sun Prairie, WI 53590 Presented By: Andrew Lochner, Private Wealth Advisor - Alacrity Wealth Advisors - A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Andrew Lochner, Private Wealth Advisor Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.