Medicare: Understanding Your Options Date: Thursday, March 21, 2024 Time: 6:00 PM - 8:00 PM EDT Location: Farmer's Table , 1901 Military Trail, Boca Raton , FL 33431 Presented By: David M. Lasman, President, Senior Healthcare Team Hosted By: Camelot Wealth Management Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Please feel free to share with anyone who may be interested. Please RSVP by 3/11/24 with names of all guests to reserve your seat(s). Senior Healthcare Team and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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. 6399962ACMR0224 There is no cost or obligation. Camelot Wealth Management Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6366164ACMR0224
Clothier Event - Dress to Impress! Date: Thursday, March 7, 2024 Time: 4:00 PM - 7:00 PM EST Location: Camelot Wealth Management Partners, 4800 N Federal Hwy, Suite D200, Boca Raton, FL 33431 Hosted By: Camelot Wealth Management Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC • Superior quality fabric and workmanship • A fraction of the price found in branded stores • Super 130 - Super 200 • Cashmere wool and silk • Huge selection of designer branded fabrics to choose from • Fast turnaround time (3-5 weeks) • Excellent customer service There is no cost or obligation. Camelot Wealth Management Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6366164ACMR0224
What's Ahead for the Markets and Economy Date: Thursday, January 25, 2024 Time: 7:00 PM - 8:00 PM EST Join this event online Presented By: Professor Jeremy Siegel , Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania Hosted By: Camelot Wealth Management Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC During this exclusive live virtual event, Professor Siegel will share his thoughts on the state of the markets and the economy. Putting today’s market and economic environment into a historical context is one of his unique capabilities and with stocks near all-time highs and structural forces holding down bond yields for the foreseeable future, the forward expectations for both growth and income from the traditional 60-40 model has to be revised downwards. Furthermore, as people are living longer, the risk of a client’s portfolio falling short of their retirement needs has grown. - The major current issues facing the global markets and the economy - How today’s market and economic environment fits into a longer-view historic context - A study on historic, current equity and bond market trends - Observations on global equity valuations 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.
Come Shred With Us! Date: Saturday, January 20, 2024 Time: 8:00 AM - 11:00 AM EST Location: Camelot Wealth Management Partners, 4800 N Federal Highway, Suite D200, Boca Raton, FL 33431, FL 33431 Hosted By: Camelot Wealth Management Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Come enjoy authentic Colombian coffee and pastries and safely shred your sensitive documents! No RSVP is needed, and all are welcome! Feel free to bring your family and friends. There is no limit on how many documents you can bring to shred. There is no cost or obligation to attend.