Upcoming events

The Importance of Estate Planning

EDT

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

Bryan M.Etter, Attorney - Inner Circle Legal Planning

Coastal Wealth Management

Please join us for aninformative virtual session focused on why estate planning is an essential partof protecting what matters most. This session will cover key considerations andhelp you better understand the role estate planning plays in your overallfinancial strategy.

To reserve a spot: call us at 860.245.0251 or email us at rollinda.vanlanen@ampf.com

This an informational event. There is no cost or obligation. Inner Circle Legal Planning and it's representatives are not affiliated with Ameriprise Financial. Ameriprise Financial 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. © 2026 Ameriprise Financial, Inc. All rights reserved. 8846741ACMR0426

Join us for a day of golf

EDT

Winnapaug Country Club, 184 Shore Road, Westerly, RI 02891

Coastal Wealth Management

Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.
To reserve a spot: call us at 860.245.0251 or email us at rollinda.vanlanen@ampf.com

Invite a Friend and join us at Priam Vinyard

EDT

Priam Vineyard, 11 Shailor Hill Road, Colchester, CT 06415

Coastal Wealth Management

Coastal Wealth Management

You are cordially invited to extend this invitation to a friend or colleague to join us at Priam Vineyard.

Come sip, socialize, and enjoy a fun-filled event in a beautiful vineyard setting.
To reserve a spot: call us at 860.245.0251 or email us at rollinda.vanlanen@ampf.com

Join us for a day of golf

EDT

Blackledge Country Club, 180 West Street, Hebron, CT 06248

Coastal Wealth Management

Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.
To reserve a spot: call us at 860.245.0251 or email us at rollinda.vanlanen@ampf.com