Upcoming events

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

CST

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Brian Briggs, Managing Director, Applied Insights - Hartford Funds

Continuum Financial Group

Just because you're getting older doesn't mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we - not our genes - can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

  • Your age vs. your brain's age
  • The importance of brain health
  • How to age-proof your brain
For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com

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

AI Revolution

CST

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Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes

Continuum Financial Group

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Futhermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com

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

Spring Clean your Finances

CDT

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Janet Koh, Advisor Advancement Institute - New York Life

Continuum Financial Group

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don't need, and what needs changing. She'll discuss the following:

  • Organizing different forms/statements
  • Budgeting, cash management tools
  • Retirement (contributions, asset allocation, education, etc.)
For more information: call us at 507.289.0737 or email us at ContinuumFinancialGroup@ampf.com

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

Past events

Preparing for taxes in retirement

CST

125 Live, 125 Elton Hills Dr NW, Rochester, MN 55901

Connie Williams, APMA™, Financial Advisor - Continuum Financial Group

Continuum Financial Group

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement.
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.

2023 Seminar Series: Things I Learned: A Caregiver's Journey

CST

Seminar1!

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Liz Flint, Business Development Consultant - MFS

Continuum Financial Group

When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of becoming a caregiver. In this presentation we will cover:

  • Resources for you to share to make a meaningful difference in their lives.
  • Understanding what is really needed in these circumstances
  • Preparing for the future

The tools and resources in this presentation will enable you to be the very best version of yourself as a caregiver.

This is an informational seminar. There is no cost or obligationMFS and their representatives are not affiliated with Ameriprise Financial.
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 Sevices, LLC. Member FINRA and SIPC.
©2023 Ameriprise Financial, Inc. All Rights Reserved.

125 Live Sessions: Real Estate - Important Considerations for You & Your Family

CDT

125 Live, 125 Elton Hills Dr NW, Rochester, MN 55901

Jodi Hruska, MBA, CFP®, CDFA®, APMA™, Financial Advisor - Continuum Financial Group

Continuum Financial Group

This seminar will discuss various aspects of real estate and how we interact with real estate as investors and consumers. This session will focus on a few key areas of real estate, including considerations for purchasing real estate in retirement, purchasing a second property for investment purposes, and helping a family member with a real estate purchase.

There is no cost or obligation for this event.
Continuum Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLC. Member, FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

2023 Seminar Series: When Your Health and Your Money Intersect

CDT

Seminar1!

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Michael Graci, Director, Advisor Insights - BlackRock

Continuum Financial Group

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

  • Key health discussions and decisions
  • How a little preparation goes a long way
  • How your advisor can help

This is an informational seminar. There is no cost or obligation.Blackrock and their representatives are not affiliated with Ameriprise Financial Inc.
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 invlove 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

2023 Seminar Series: Identity Theft - Protecting Your Data and Dollars

CDT

Seminar1!

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Carrie Caruthers, Senior Anti-Money Laundering Officer and Risk & Fraud Controls Manager - American Century Investments

Continuum Financial Group

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:

  1. At Home
  • Safe storage of document
  • How to screen phone calls
  • Identity email scams
  • Privacy settings on social media

2. Children

  • Kids can be targets of identity theft too
  • The Warning Signs

3. Parents and elderly

  • Often targets of scams
  • The warning signs

4. What to do if you become a victim

  • Acting fast by completing some important steps

5. Away from Home

  • Ways to be aware of your location and using public Wi-Fi
  • Keeping track of personal items

This is an informational seminar. There is no cost or obligation.Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved