Tax strategies for the current landscape Date: Wednesday, February 1, 2023 Time: 6:00 PM - 9:00 PM EST Location: Filomena’s Restaurant , 1039 Hempstead Tpke, Franklin Square, NY 11010 Presented By: Robert Linskey, CFP®, CPWA® , Senior Wealth Management Specialist - Putnam Investments Hosted By: Andriola, Goldberg & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss: · Understanding the current tax landscape · Planning considerations and strategies To reserve a spot: call us at 516.345.2600 or email us at edith.a.stahl@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar Putnam Investments and its representatives are not affiliated with Ameriprise Financial.
Protect yourself against identity theft Date: Thursday, January 19, 2023 Time: 1:00 PM - 2:00 PM EST ONLINE EVENT PASSCODE: Vh5VUB Join this event online Presented By: Robert A Sutton, Financial Advisor & Chief Operating Officer - Ameriprise Financial Services, LLC Hosted By: Andriola, Goldberg & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC What can you do to protect your identity from being stolen? During this complimentary session, you’ll learn about:Common ways your personal information can be compromisedSteps you can take to protect your personal informationWhat to do if you are a victim of identity theft 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.
Five things to know about Medicare Date: Monday, November 7, 2022 Time: 12:00 PM - 1:00 PM EST ONLINE EVENT PASSCODE: MBypbc Join this event online Presented By: James J. Zabatta, Financial Advisor and Financial Planning Specialist - Ameriprise Financial Services, LLC Hosted By: Andriola, Goldberg & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary session we'll discuss: Medicare enrollment details and deadlines Considerations for managing your health care options and costs in retirement 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.