Strategies to help you make an impact with your estate Date: Wednesday, July 9, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Michael Kelley, Financial Advisor - Coastal Wealth Management Hosted By: Coastal Wealth Management One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. To reserve a spot: call us at 860.245.0251 or email us at rollinda.vanlanen@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Join us at Arrigoni Winery Date: Wednesday, August 20, 2025 Time: 5:00 PM - 7:30 PM EDT Location: Arrigoni Winery , 1287 Portland-Cobalt Road, Portland, CT 06480 Hosted By: Coastal Wealth Management Come on out to the Arrigoni Winery and enjoy live music! To reserve a spot: call us at 860.245.0251 or email us at rollinda.vanlanen@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
2025 CWM Annual Golf Outing Date: Thursday, October 9, 2025 Time: 11:00 AM - 5:30 PM EDT Location: Great Neck Country Club, 28 Lamphere Road, Waterford, CT 06385 Hosted By: Coastal Wealth Management SHOT GUN 11:00am. Gather a foursome that would enjoy spending the day with CWM on the golf course. Reception immediately following 18 holes. To reserve a spot: call us at 860.245.0251 or email us at rollinda.vanlanen@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Country Club of Farmington Golf Outing Date: Wednesday, June 25, 2025 Time: 8:30 AM - 4:00 PM EDT Location: Country Club of Farmington, 806 Farmington Avenue, Farmington, CT 06032 Hosted By: Coastal Wealth Management SHOT GUN 9:00am. Gather a foursome to join CWM for a day of golf, followed by a reception after finishing 18 holes.
Financial foundation: A guide to managing your money Date: Wednesday, April 23, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Michael Kelley, Financial Advisor - Coastal Wealth Management Hosted By: Coastal Wealth Management Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.