Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Thursday, September 28, 2023 Time: 5:30 PM - 7:00 PM EDT Location: MILL POND HOUSE, 437 E MAIN STREET, CENTERPORT, Centerport, NY 11721 Presented By: Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financ Hosted By: Geller & Associates, a financial advisory practice of Ameriprise Financial Services Please join Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn actionable strategies that can help you: · Live the life you want today – and in the future – by understanding the basics of developing a smart financial and investment plan · Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned · Create a meaningful legacy today –and for when you’re gone This is an informational seminar. There is no cost or obligation. Please plan to attend the seminar where refreshments/dinner will be provided Please Note: Space is limited. Please make a reservation by Friday, SEPTEMBER 26 for you and a guest. To reserve a spot: call us at 631.760.2275 or email us at gerald.kirschner@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. ©2023 Ameriprise Financial, Inc. All rights reserved.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Tuesday, October 3, 2023 Time: 5:30 PM - 7:00 PM EDT Location: LIMANI TAVERNA, 8289 JERICHO TURNPIKE, WOODBURY, WOODBURY, NY 11797 Presented By: Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financ Hosted By: Geller & Associates, a financial advisory practice of Ameriprise Financial Services Please join Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn actionable strategies that can help you: · Live the life you want today – and in the future – by understanding the basics of developing a smart financial and investment plan · Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned · Create a meaningful legacy today –and for when you’re gone This is an informational seminar. There is no cost or obligation. Please plan to attend the seminar where refreshments/dinner will be provided. Please Note: Space is limited. Please make a reservation by Friday, SEPTEMBER 29 for you and a guest. To reserve a spot: call us at 631.760.2275 or email us at gerald.kirschner@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. ©2023 Ameriprise Financial, Inc. All rights reserved.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Wednesday, October 11, 2023 Time: 5:30 PM - 7:00 PM EDT Location: LIMANI TAVERNA, 8289 JERICHO TURNPIKE, WOODBURY, WOODBURY, NY 11797 Presented By: Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financ Hosted By: Geller & Associates, a financial advisory practice of Ameriprise Financial Services Please join Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn actionable strategies that can help you: · Live the life you want today – and in the future – by understanding the basics of developing a smart financial and investment plan · Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned · Create a meaningful legacy today –and for when you’re gone This is an informational seminar. There is no cost or obligation. Please plan to attend the seminar where refreshments/dinner will be provided Please Note: Space is limited. Please make a reservation by Friday, OCTOBER 9 for you and a guest. To reserve a spot: call us at 631.760.2275 or email us at gerald.kirschner@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. ©2023 Ameriprise Financial, Inc. All rights reserved.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Thursday, October 19, 2023 Time: 5:30 PM - 7:00 PM EDT Location: LIMANI TAVERNA, 8289 JERICHO TURNPIKE, WOODBURY, WOODBURY, NY 11797 Presented By: Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financ Hosted By: Geller & Associates, a financial advisory practice of Ameriprise Financial Services Please join Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn actionable strategies that can help you: · Live the life you want today – and in the future – by understanding the basics of developing a smart financial and investment plan · Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned · Create a meaningful legacy today –and for when you’re gone This is an informational seminar. There is no cost or obligation. Please plan to attend the seminar where refreshments/dinner will be provided Please Note: Space is limited. Please make a reservation by Friday, OCTOBER 17 for you and a guest. To reserve a spot: call us at 631.760.2275 or email us at gerald.kirschner@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. ©2023 Ameriprise Financial, Inc. All rights reserved.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Thursday, October 26, 2023 Time: 5:30 PM - 7:00 PM EDT Location: TRENTO, 1058 BROADHOLLOW ROAD, FARMINGDALE, FARMINGDALE, NY 11753 Presented By: Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financ Hosted By: Geller & Associates, a financial advisory practice of Ameriprise Financial Services Please join Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn actionable strategies that can help you: · Live the life you want today – and in the future – by understanding the basics of developing a smart financial and investment plan · Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned · Create a meaningful legacy today –and for when you’re gone This is an informational seminar. There is no cost or obligation. Please plan to attend the seminar where refreshments/dinner will be provided Please Note: Space is limited. Please make a reservation by Friday, October 24 for you and a guest. To reserve a spot: call us at 631.760.2275 or email us at gerald.kirschner@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. ©2023 Ameriprise Financial, Inc. All rights reserved.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Monday, October 30, 2023 Time: 5:30 PM - 7:00 PM EDT Location: TRENTO, 1058 BROADHOLLOW ROAD, FARMINGDALE, FARMINGDALE, NY 11753 Presented By: Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financ Hosted By: Geller & Associates, a financial advisory practice of Ameriprise Financial Services Please join Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn actionable strategies that can help you: · Live the life you want today – and in the future – by understanding the basics of developing a smart financial and investment plan · Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned · Create a meaningful legacy today –and for when you’re gone This is an informational seminar. There is no cost or obligation. Please plan to attend the seminar where refreshments/dinner will be provided Please Note: Space is limited. Please make a reservation by Friday, October 26 for you and a guest. To reserve a spot: call us at 631.760.2275 or email us at gerald.kirschner@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. ©2023 Ameriprise Financial, Inc. All rights reserved.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Tuesday, November 7, 2023 Time: 5:30 PM - 7:00 PM EST Location: TRENTO, 1058 BROADHOLLOW ROAD, FARMINGDALE, FARMINGDALE, NY 11753 Presented By: Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financ Hosted By: Geller & Associates, a financial advisory practice of Ameriprise Financial Services Please join Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn actionable strategies that can help you: · Live the life you want today – and in the future – by understanding the basics of developing a smart financial and investment plan · Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned · Create a meaningful legacy today –and for when you’re gone This is an informational seminar. There is no cost or obligation. Please plan to attend the seminar where refreshments/dinner will be provided Please Note: Space is limited. Please make a reservation by Friday, November 3 for you and a guest. To reserve a spot: call us at 631.760.2275 or email us at gerald.kirschner@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. ©2023 Ameriprise Financial, Inc. All rights reserved.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Wednesday, September 20, 2023 Time: 5:30 PM - 7:00 PM EDT Location: MILL POND HOUSE, 437 E MAIN STREET, CENTERPORT, Centerport, NY 11721 Presented By: Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financ Hosted By: Geller & Associates, a financial advisory practice of Ameriprise Financial Services Please join Todd Geller, AWMA®, Financial Advisor with Geller & Associates A financial advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn actionable strategies that can help you: · Live the life you want today – and in the future – by understanding the basics of developing a smart financial and investment plan · Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned · Create a meaningful legacy today –and for when you’re gone This is an informational seminar. There is no cost or obligation. Please plan to attend the seminar where refreshments/dinner will be provided Please Note: Space is limited. Please make a reservation by Friday, SEPTEMBER 18 for you and a guest. 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. ©2023 Ameriprise Financial, Inc. All rights reserved.
Retirement on your terms: Actionable strategies and an exploration of options for your portfolio Date: Tuesday, April 18, 2023 Time: 5:30 PM - 6:30 PM EDT Location: Trento, 1058 Broadhollow Road, Farmingdale, NY 11753 Presented By: Todd Geller, AWMA®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Geller & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.Create a meaningful legacy today — and for when you're gone. 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.