Upcoming events

2020 US Presidential Election - 10 Truths No Matter Who Wins

  • Brian Levitt, Global Market Strategist - Invesco
  • Fiduciam Financial

Please join Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC, for an exclusive event!

We’re excited to have Brian Levitt, Global Market Strategist, with Invesco, present “2020 US Presidential Election: 10 Truths No Matter Who Wins”.

Mr. Levitt has been quoted in the press, including Barron’s. Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

If there are any questions you would like to have addressed during the seminar, please send them to Lisa Gayle with your RSVP and we will do our best to answer them. The Instant Message feature will also be available for use during the webinar.

We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.

To reserve a spot: or email us at lisa.gayle@ampf.com

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

The compass is a trademark of Ameriprise Financial, LLC. Invesco is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA & SIPC. © 2020 Ameriprise Financial Inc., All rights reserved.

My Brain Made Me Do It - Strategies to Help You Make Better Decisions

  • Adriana Destefanis, Regional Vice President - John Hancock Investment Management
  • Fiduciam Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC, for an exclusive event!

We’re excited to have Adriana Destefanis, Regional Vice President, with John Hancock Investment Management, present “My Brain Made Me Do It – Strategies to Help You Make Better Decisions”.

If there are any questions you would like to have addressed during the seminar, please send them to Lisa Gayle with your RSVP and we will do our best to answer them all.

We encourage you to share this invitation with anyone you feel would benefit from this special webinar.

As always, we thank our clients for placing their confidence in our team.

To reserve a spot: or email us at lisa.gayle@ampf.com

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

John Hancock and its representatives are not affiliated with Ameriprise Financial . The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA & SIPC. © 2020 Ameriprise Financial Inc., All rights reserved. 3145026ACMR0620

Responsible Investing - Aligning Your Financial Goals With Your Values

  • Lenore Reiner, Vice President - Eaton Vance
  • Fiduciam Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC, for a special event!

Lenore Reiner, Vice President, with Eaton Vance, will be presenting “Responsible Investing – Aligning Your Financial Goals With Your Values”.

If there are any questions you would like to have addressed during the seminar, please send them to Lisa.Gayle@ampf.com with your RSVP and we will do our best to answer them all. The Instant Message feature will also be available for use during the webinar.

We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.

To reserve a spot: or email us at lisa.gayle@ampf.com

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

The compass is a trademark of Ameriprise Financial, LLC. Eaton Vance is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA & SIPC. © 2020 Ameriprise Financial Inc., All rights reserved.

Past events

The What, Why and How of Investing During Market Volatility

  • Daniel F. Hally, Senior Vice President - PIMCO
  • Fiduciam Financial

Please join Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC, for a special event!

Daniel F. Hally, Senior Vice President, with PIMCO, will be presenting “The What, Why and How of Investing During Market Volatility”.

If there are any questions you would like to have addressed during the seminar, please send them to Lisa Gayle with your RSVP and we will do our best to answer them all. The Instant Message feature will also be available for use during the webinar.

Please share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.

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

The compass is a trademark of Ameriprise Financial, LLC. PIMCO is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA & SIPC. © 2020 Ameriprise Financial Inc., All rights reserved. 3127047ACMR0620

Prepare Don't Predict

  • Raymond Butti, CIMA®, CFS®, Vice President, Regional Coordinator - PGIM Investments, LLC
  • Fiduciam Financial

Please join Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC for a special event!

Raymond Butti, CIMA®,CFS®, VP, Regional Coordinator, with PGIM Investments, LLC will be presenting “Prepare Don’t Predict”.

If there are any questions you would like to have addressed during the seminar, please send them to Lisa Gayle with your RSVP and we will do our best to answer them. The IM feature will also be available for use during the Skype call.

We encourage you to share this invitation with anyone you feel would benefit from this special webinar.

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.

The compass is a trademark of Ameriprise Financial, LLC. PGIM Investments, LLC is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA &SIPC. © 2020 Ameriprise Financial Services, LLC. All rights reserved. 3108105ACMR0620

COVID-19 Legislation: What it means for individuals

  • Matthew Curtis, CFP®, RICP®, Wealth Management Solutions, Regional Retirement Plans Specialist - Ameriprise Financial
  • Fiduciam Financial

Please join Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC for a special event!

Matthew Curtis, CFP®,RICP®, Wealth Management Solutions, Regional Retirement Plans Specialist with Ameriprise Financial will be discussing COVID-19 Legislation and key considerations from the CARES Act.

If there are any questions you would like to have addressed during the seminar, please send them to Lisa Gayle with your RSVP and we will do our best to answer them all. The IM feature will also be available for use during the Skype call.

Please share this invitation with anyone you feel would benefit from this special webinar.

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.

Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. The Compass is a trademark of Ameriprise Financial, LLC. Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2020 Ameriprise Financial, Inc. All rights reserved. 3071760ACMR0520

COVID-19 legislation: Key considerations for small business owners and 1099 employees

  • Bill R. Meyer, JD, ChFC®, CFP®, Financial Planning - Advanced Advice - Ameriprise Financial
  • Fiduciam Financial

Please join Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC for a special event!

Bill R. Meyer, JD, ChFC®, CFP® Financial Planning – Advanced Advice with Ameriprise Financial will be discussing COVID-19 Legislation: Key considerations for small business owners and 1099 employees. He will discuss how this legislation is aimed at helping small businesses, including: Sick and family leave credits, Social Security payroll tax delays, employee retention tax credits and paycheck protection program loans.

If there are any questions you would like to have addressed during the seminar, please send them to Lisa Gayle with your RSVP and we will do our best to answer them all. The IM feature will also be available for use during the Skype call.

Please share this invitation with anyone you feel would benefit from this special webinar.

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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020Ameriprise Financial Services. LLC. All rights reserved. 3067709ACMR0520

2020 Market and Economic Perspectives Bearing the Bear

  • Tom Rossi, CIMA®, Vice President, Regional Director - Goldman Sachs & Co.
  • Fiduciam Financial

Please join Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC for a special event!

Tom Rossi, CIMA®, Vice President, Regional Director, with Goldman Sachs & Co. will be discussing Market & Economic Perspectives.

If there are any questions you would like to have addressed during the seminar, please send them to lisa.gayle@ampf.com along with your RSVP and we will do our best to answer them all. The IM feature will also be available for use during the Skype call.

Please share this invitation with anyone you feel would benefit from this special webinar.

Goldman Sachs & Co. is 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Services, Inc. All rights reserved. 3069844ACMR0520