Upcoming events

CWP's March Money Matters

EDT

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Comprehensive Wealth Partners - Ameriprise Financial Services, LLC

Join us for our March Money Matters presentation where Financial Advisor and President of Comprehensive Wealth Partners, John Natale, and Financial Advisor, Max Prentis, present on "How to navigate volatile markets".

This seminar highlights the factors that contribute to market volatility, how the markets behave, and strategies for navigating volatile markets.

To reserve a spot: call us at 614.396.3800 or email us at comprehensivewealthpartners@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

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CWP's April Money Matters

EDT

Join this event online

Comprehensive Wealth Partners - Ameriprise Financial Services, LLC

We'd love for you to join us for our April Money Matters webinar, where our CEO, Paul Carbetta, and President, John Natale, will be presenting "Real estate: Important considerations for your family".

Whether you're thinking about buying, selling, investing, or simply want to better understand what's happening in the market, this conversation will offer timely perspective and practical takeaways.

To reserve a spot: call us at 614.396.3800 or email us at comprehensivewealthpartners@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.8752260ACMR0226

CWP's May Money Matters

EDT

Join this event online

Comprehensive Wealth Partners - Ameriprise Financial Services, LLC

This month, Financial Advisor, Charlie Reymann, and Private Wealth Advisor, Aaron Walke, will be presenting on "Smart strategies for college financing: Planning for your child's future".

Whether you're planning for children, grandchildren, or simply want to better understand the landscape, this session will cover:

  • Education savings strategies
  • 529 plan considerations
  • Funding approaches and timelines
  • Key planning mistakes to avoid

Thoughtful education planning can make a meaningful difference, and we look forward to sharing practical insights you can apply to your family's goals. Please register in advance to reserve your spot online. We hope you'll join us!

To reserve a spot: call us at 614.396.3800 or email us at comprehensivewealthpartners@ampf.com
RSVP Online

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 advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. 8802201ACMR0326