Five things to know about Medicare Date: Wednesday, September 20, 2023 Time: 2:00 PM - 3:00 PM EDT ONLINE EVENT PASSCODE: U2YEQ4 Join this event online Presented By: Daniel Lezotte, Financial Advisor - Clear Horizon Wealth Advisors Hosted By: Clear Horizon Wealth Advisors 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.Always consult a Medicare agent regarding your specific Medicare questions and decisions.
Protect Yourself From Yourself Date: Tuesday, March 14, 2023 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Ann Eilander, Sr. Regional Advisor Consultant - Columbia Threadneedle Investments Hosted By: Clear Horizon Wealth Advisors Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. This seminar is sponsored by Columbia Management Investment Advisors, LLC. 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. Columbia Threadneedle and Ameriprise Financial Services, LLC, are affiliated. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
The secure site on Ameriprise.com Date: Tuesday, February 28, 2023 Time: 2:00 PM - 3:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Shawn Bumgardner, Financial Advisor - Ameriprise Financial Hosted By: Clear Horizon Wealth Advisors During this complimentary session you’ll learn about the features and benefits of the secure site on Ameriprise.com, including: How to navigate the siteWhere to track progress and activityHow to view goals and other documentation 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.