Past events

Social Security: Preparing for Retirement

  • Doug Orton, CRPC Vice President, Business Development Consultant with MFS Investment Management - MFS Investment Management
  • Damon Wealth Management Group
  • Ameriprise Financial Services, LLC

During this complimentary session, we'll discuss:

  • How retirement benefits are calculated
  • Benefits for married couples and divorcees
  • Advanced claiming strategies
  • Taxes and your retirement plan

This is an informational seminar. There is no cost or obligation. MFS Investment Management and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.

Scholar’s Edge 529 Plan: Building your Legacy through Education

  • Rob Tirrell, 529 Sales Director with Principle Financial Group - Principle Financial Group
  • Damon Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

- Benefits and cost of education

- Savings Options

- Student loans and financial aid

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

Principle Financial Group and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial Inc. All rights reserved.

Planning for life's big moments

  • Peter Nikitas, Regional Director with Fidelity Investments - Fidelity Investments
  • Damon Wealth Management Group
  • Ameriprise Financial Services, LLC

During this complimentary session, we'll explore specific events that you may encounter at one point in your life:

  • Moments in relationships
  • Making a large purchase
  • Education planning
  • Retirement
  • Changes in Health
  • Aging and Caregiving
  • Leaving a legacy

This is an informational seminar. There is no cost or obligation. Fidelity Investments and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.

Talk, Plan, Act Guiding You to a Financially Secure Retirement

  • Jeff Murphy, CFA, Vice President, Sr. Advisor Consultant with Invesco - Invesco
  • Damon Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.
  • Ameriprise Financial Services, LLC

During this complimentary session we will explore how to develop a winning retirement strategy using three simple steps:

  • Talking about your retirement goals
  • Planning for your goal of a financially secure retirement
  • Acting on those retirement plans and strategies

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

Invesco and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved

Guide to the Markets: Quarter 1

  • Peter Isberg, CFA, CIMA, MBA Executive Director with J.P. Morgan - J.P. Morgan Asset Management
  • Damon Wealth Management Group
  • Ameriprise Financial Services, LLC

During the complimentary session, we'll look at:

-Today's economic landscape

-U.S. markets

-Global outlook

This is an informational seminar. There is no cost or obligation. J.P. Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved.