Upcoming events

Webinar: Understanding Medicare A to D

EDT

You must RSVP to receive access credentials for this event or seminar

Evan Markley, Assistant VP - First Eagle Funds

Fiduciam Financial, a private wealth advisory practice of Ameriprise Finanical, LLC

Let’s talk Medicare. Join Evan Markley for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage:Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

To reserve a spot: call us at 800.895.6625 or email us at FiduciamFinancial@ampf.com
RSVP Online

Webinar: Growing LGBTQ Wealth

EDT

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Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock

Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC

In this presentation we’ll discusstrends, challenges, and unique statistics related to the LGBTQ+ community. Wewill also go over aspects of investing as well as actionable items you can takeaway to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

To reserve a spot: call us at 800.895.6625 or email us at FiduciamFinancial@ampf.com
RSVP Online

Past events

Webinar: Big Questions for a Better Retirement

EDT

You must RSVP to receive access credentials for this event or seminar

Eric Magyar , Defined Contribution Specialist - Janus Henderson

Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC

As investors near retirement, readinessplanning can seem daunting. It’s important to ask the right questions to makesound decisions. This presentation is designed answer common questions and helpinvestors begin building a solid foundation for retirement readiness.

American Red Cross Blood Drive

EDT

Simsbury Public Library, 725 Hopmeadow Street, Simsbury, CT 06070

Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial Services, LLC

To meet the critical need for blood donations in our community, our office is partnering with the American Red Cross, and the Simsbury Public Library to co-sponsor a blood drive on Tuesday March 26th from 1-6pm.

If you are interested to donate, please email us with your preferred time window (e.g. between 1-6 pm) or register on the events tab of our website, adding in the comments section your preferred appointment time. The sooner you register, the more likely your desired appointment time will be available. Our team will be on site at the library providing moral support and handing out refreshments.

Webinar: Spring Clean Your Finances

EDT

You must RSVP to receive access credentials for this event or seminar

Janet Koh, Director, Advisor Advancement Institute - New York Life

Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC

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.

Webinar: AI Revolution

EST

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

Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial, LLC

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. Furthermore, 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!

Capital Markets Outlook and Opportunities Q4 2023

EST

You must RSVP to receive access credentials for this event or seminar

Seth Buks, CIMA ®, Client Portfolio Manager - Columbia Threadneedle Investments

Fiduciam Financial, A private wealth advisory practice of Ameriprise Financial Services, LLC