Upcoming events

The Road to Ultimate Resiliency

  • Dr. Kevin Elko, Renowned Author, Motivational Speaker
  • CT-Tri City, Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC

Given today’s environment, being resilient has never been more important. That is why New York Life Investments has partnered with Dr. Kevin Elko. During this seminar he will outline (5) key components on how to build true resiliency to help you tackle and push through life’s difficulties.

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. New York Life Insurance Company is not affiliated with Ameriprise Financial. Dr. Kevin Elko is not affiliated with Ameriprise Financial LLC, New York Life Insurance Company or any of their subsidiaries.

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

Past events

Tax Strategies for the Current Landscape

  • Christopher P. Hennessey, Lawyer/CPA, Member of Putnam Business Advisory Group Professor Emeritus of law at Babson College - Putnam Investments
  • Erica Damon, Financial Advisor
  • Ameriprise Financial Services, LLC

The presentation will focus on:

  • Understanding the current landscape
  • Planning considerations and strategies

This is an informational seminar. There is no cost or obligation. Putnam Investments and its representatives are not affiliated with 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.

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. © 2021 Ameriprise Financial Inc. All rights reserved.

Knowing Women–Your Financial Wellness –Now is the Time

  • Audrey Seybert, North America Intermediary Marketing Lead & Brand Ambassador - BNY Mellon
  • Damon Wealth Management Group, a private wealth advisory practice
  • Ameriprise Financial Services, LLC

What factors compound to make saving for retirement even more challenging for women?

-Women are caregivers and that comes at a cost

-Women are more likely to be widowed than men

-Women face grater long-term care costs

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

Year-End Planning Consideration

  • EST
  • N/A
  • Join this event online
  • Michael Cogswell, founding member of Command Financial Consulting, LLC Member of the PIMCO Advisor Education Group - PIMCO
  • Damon Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discussfour targeted areas that should be reviewed at year-end and break each down:

-Investment Portfolios

-Income Tax

-Retirement Planning

-Wealth Transfer and legacy planning

This is an informational seminar. There is no cost or obligation. PIMCO and its representatives are not affiliated with 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. 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. © 2021 Ameriprise Financial Inc. All rights reserved.

U.S. Legacy Income Trusts: The Next Generation Of Planned Giving

  • EDT
  • N/A
  • Join this event online
  • Eileen Tam, Product Manager - Eaton Vance
  • Damon Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.
  • Ameriprise Financial Services, LLC

During this complimentary session, we will discuss the following:

•What are U.S. Legacy Income Trusts

•Who can benefit

•How do they work

•Tax advantages

•Charitable Giving

This is an informational seminar. There is no cost or obligation. Eaton Vance and its representatives are not affiliated with 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. 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. © 2021 Ameriprise Financial Inc. All rights reserved.

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • EDT
  • N/A
  • Join this event online
  • Ruben Gonzalez, Retirement Director - Janus Henderson Investors
  • Damon Wealth Management Group
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss the Five Lessons of Successful Wealth Transfers:

-Utilizing a Document Location System

-Appointing the Right Agents, Executors and Trustees

-Rationalizing Amounts, Timing and Structures

-Preparing and Educating Heirs

-Managing Estate Taxes

This is an informational seminar. There is no cost or obligation. Janus Henderson Investors 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.