Upcoming events

What type of legacy will you leave?

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Trotters Bar & Grill, 1050 Hempstead Tpke, Franklin Square, NY 11010

Richard Rothenberger CLU®, CLTC®, CEPA® , Associate Financial Advisor - Insurance Specialist - Ameriprise Financial Services, LLC

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Plan to give more.

• Control how your estate is distributed

• Give to loved ones or charities important to you

• Help reduce taxes and leave a larger legacy
To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com

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.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021-2023 Ameriprise Financial, Inc. All rights reserved.

Is there someone in your family who may not be financially independent throughout their life?

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Join this event online

Bruce Maier, ChSNC®, Financial Advisor and Managing Partner - Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Partners, LLC

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

As we mark Autism Awareness Month, join us for an important opportunity to learn about resources and tools to plan for your financial future and security for you and your loved ones.

For more information: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com

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

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.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial, Inc. All rights reserved.

Family Love Letter, How Every Family Can Prepare

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Novita , 860 Franklin Avenue, Garden City, NY 11530

John Fulton, Vice President North American Intermediary - Broker Dealer - Neuberger Berman

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Neuberger Berman, JP Morgan, BNY Mellon and Principal Asset Management

To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com

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

Sponsored by Neuberger Berman, JP Morgan, BNY Mellon and Principal Asset Management.

Neuberger Berman, JP Morgan, BNY Mellon & Principal Asset Management, and their representatives are not affiliated with Ameriprise Financial.

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.

Health, wealth, and a confident retirement & Getting your life back after forty

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Plattduetsche Park Restaurant, 1132 Hempstead Turnpyke, Franklin Square, NY 11010

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Health, wealth, and a confident retirement

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

· Plan for a more confident retirement

· Understand how financial and physical health may be intertwined

· Learn ways to generate dependable income that could last through your whole retirement

Presented by Robert Sutton, CRPC®, Financial Advisor from Ameriprise Financial.

AND

Getting Your Health Back After Forty

Presented by Jon Caluori, Director of Sports Performance at Athletic Movement Protocol and Jermain Wallace, Assistant of Personal Training at Athletic Movement Protocol.
To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com

This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Franklin Templeton and Hartford Funds. Franklin Templeton, Hartford Funds and their representatives are not affiliated with Ameriprise Financial.

Need-to-Know Changes for Strategic College Planning

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Jonathan’s Restaurant, 2499 Jericho Tpke, New Hyde Park, NY 11040

Heide King - College Inside Track

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

College is typically the 2ndlargest purchase families make after investing in their home. Applying and getting into right-fit colleges has become ever-more difficult and less transparent after the pandemic and the new ACT/SAT test optional landscape.

We are excited to host Heide King from College InsideTrack, who speaks nationwide on the college process, as she explains thecurrent college admission, application, and acceptance landscape.

· During this complimentary presentation, we willdiscuss:

· Trends in college admission and cost

· How do I help my student start their research

· Impact of ACT/SAT test optional

· How does my student take advantage of real scholarships
To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com

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

College Inside Track and its representatives are not affiliated with Ameriprise Financial.

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.

Past events

Knowledge is power - Financial strategies for women

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Join this event online

Daniel R. Masiello Jr., CFP®, CRPC™, BFA™, Financial Advisor - Ameriprise Financial Services, LLC

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we'll discuss four areas that can impact women's financial lives. We'll offer some strategies to help address the income gap, how plan for a longer lifespan, how to manage multiple roles and responsibilities at home, work and in the community, and how to approach life changes and unexpected events.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Tackling Taxes: Strategies for Preserving Wealth

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Trotters Bar & Grill, 1050 Hempstead Tpke, Franklin Square, NY 11010

Seth Bucs, CIMA® , Client Portfolio Manager - Columbia Threadneedle Investments

Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Columbia Threadneedle Investment

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

Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney.

This seminar is sponsored by Columbia Threadneedle Investments.

Columbia Threadneedle Investments and their representatives are affiliates of Ameriprise Financial.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Put Your Paycheck to Work.

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MacArthur Park, 1 Maple Avenue, Rockville Center, NY 11570

Michael Laliberte, Financial Advisor - Ameriprise Financial

Halcyon Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

MainStay Funds

Learn how to make the most of your paycheck. In this session, you’ll learn ways to uncover “hidden” compensation opportunities you may not know about and take full advantage of employee benefits available to you. We’ll also discuss how to manage your income more effectively so you can find more dollars to help you achieve your financial goals.
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.
© 2023 Ameriprise Financial, Inc. All rights reserved.