Upcoming events

Caring for aging loved ones: What to consider

EDT

You must RSVP to receive access credentials for this event or seminar

Michael Kelley, CFP®, APMA® Financial Advisor - Coastal Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC.

Michael Kelley, Coastal Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC.

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
To reserve a spot: email us at rollinda.vanlanen@ampf.com
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Protect yourself against identity theft

EDT

You must RSVP to receive access credentials for this event or seminar

Michael Kelley, CFP®, APMA® Financial Advisor - Coastal Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC.

Coastal Wealth Management a private wealth advisory practice of Ameriprise Financial, 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 compromised
  • Steps you can take to protect your personal information
  • What to do if you are a victim of identity theft
To reserve a spot: email us at Rollinda.vanlanen@ampf.com
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

EST

You must RSVP to receive access credentials for this event or seminar

Michael Kelley, CFP®, APMA® Financial Advisor - Coastal Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC.

Coastal Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC.

During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement.

    To reserve a spot: email us at rollinda.vanlanen@ampf.com
    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.
    Always consult a Medicare agent regarding your specific Medicare questions and decisions.
    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
    © 2024 Ameriprise Financial, Inc. All rights reserved.

    Past events

    Retiring on your terms

    EST

    You must RSVP to receive access credentials for this event or seminar

    Michael Kelley, CFP®, APMA® Financial Advisor - Coastal Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC.

    Michael Kelley

    Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:
    - Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
    - Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
    - Create a meaningful legacy today — and for when you're gone.
    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.