Upcoming events

Plan to Give More: Estate Planning Strategies

EST

Join this event online

David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

CT Tri-City

Ameriprise Financial Services, LLC

What type of legacy will you leave?

Join us for a complimentary special presentation: Plan to give more.

- Control how your estate is distributed

- Give to loved ones or charities important to you

- Help reduce taxes and leave a larger legacy
To reserve a spot: call us at 203.285.1834 or email us at sandra.j.cassidy@ampf.com

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

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC © 2021 Ameriprise Financial, Inc. All rights reserved

Past events

Get to Know Medicare

EDT

The Clinton Country Club, 128 Old Post Road, Clinton , CT 06413

John May, Owner & Principal Clinton Senior Insurance Marketing, LLC

Damon Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary session, we’ll address:

· Top 10 Medicare Questions

· Medicare enrollment details and deadlines

· Considerations for managing your health care options and cost in retirement

How to Stay Safe From Identity Theft & Cybercrime

EDT

Join this event online

Jeff Lanza, Retired FBI Agent, Keynote Speaker - John Hancock

CT Tri-City

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

· The impact of technology

· Protecting you and your family

· Understanding the threats

· Accountability and support

This is an informational seminar. There is no cost or obligation. John Hancock Management and its 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 Services, LLC. Member FINRA and SIPC.

©2022 Ameriprise Financial, Inc. All rights reserved. 4796104ACMR0623

Social Security: Preparing for Retirement

EDT

Join this event online

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

CT Tri-City

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 for married couples

- Taxes and your retirement plan

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

MFS and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, LLC 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 federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risk including possible loss of principal and fluctuation of value.

Ameriprise Financial Services, LLC member FINRA and SIPC.

©2022 Ameriprise Financial LLC. All rights reserved. 4151120ACMR0122

Economic and Market Update

EDT

n/a

Join this event online

Russell Price, VP-AWM Chief Economist - Ameriprise Financial Services, LLC

CT-Tri City, Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

• Some factors that may contribute to market volatility

• Strategies to help weather market uncertainty

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. © 2022 Ameriprise Financial Inc. All rights reserved.

Responsible Investing: Aligning your financial goals with your values

EDT

n/a

Join this event online

Lenore Reiner, Responsible Investing Specialist - Eaton Vance

CT-Tri City, Ameriprise Financial, LLC.

Ameriprise Financial, LLC.

Duringthis complimentary session, we’ll discuss:

· Why Responsible Investing matters

· Trends in Responsible Investing

· A unique approach to ResponsibleInvesting

This is an informational seminar. There is no cost or obligation. Eaton Vance and its representatives are not affiliated with Ameriprise Financial. 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Inc. All rights reserved.