Upcoming events

2023 SEMINAR SERIES: Computer Threats

CDT

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James Morrison, National Cyber Security Specialist with Intelisys - Fidelity Investments

Heartfire Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

When it comes to cybersecurity, one of the most common responses is to simply tune out. After all, if you’re not harboring top secret information or the owner of a multi-million-dollar bank account, no one would be interested in your personal information, right? Unfortunately, this simply isn’t true.

Join us for an educational webinar on cybercrime led by James Morrison, a cyber security expert who spent most of his career working for the FBI as a Senior Computer Scientist, focused on cybersecurity.
For more information: call us at 727.734.0886 or email us at heartfirewealth@ampf.com

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

Fidelity is not affiliated with Ameriprise Financial, Inc.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

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2023 SEMINAR SERIES: Children of the Revolution

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Chris Davis, VP, Senior Regional Consultant - Federated Hermes

Heartfire Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

We believe that we are in the midst of an extended Secular Bull Market. It is fueled by the combination of a Digital Revolution and Rise of the Millennial generation. The digital revolution is rapidly shifting the jobs and skills of the future. And the rise of the millennial is changing both meaning and nature of work. While the current market turmoil may be distressing, the future is very bright indeed!

For more information: call us at 727.734.0886 or email us at heartfirewealth@ampf.com

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

Federated Hermes and their representatives are not affiliated withAmeriprise Financial Inc.

Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by any financialinstitution, and involve investment risks including possible loss of principaland fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

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2023 SEMINAR SERIES: Keeping More of What you Earn

CDT

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Tom Antonovich & Tim Michols, VP, Senior Advisor Consultant - Franklin Templeton

Heartfire Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address

· Municipal (muni) bonds

· Why you may consider investing in a tax-free income fund
For more information: call us at 727.734.0886 or email us at heartfirewealth@ampf.com

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

Franklin Templeton 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.

Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

Income from tax-exempt municipal bonds or municipal bond funds may be subject to state and local taxes, and a portion of income may be subject to the federal and/or state alternative minimum tax for certain investors. Federal and state income tax rules will apply to any capital gains.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123

2023 SEMINAR SERIES: Identity Theft – Protecting Your Data and Dollars

CDT

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Carrie Caruthers, Senior Anti-Money Laundering Officer and Risk & Fraud Controls Manager - American Century Investments

Heartfire Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:


· At Home

o Safe storage of documents

o How to screen phone calls

o Identify email scams

o Privacy settings on social media

· Children

o Kids can be targets of identity theft too

o The warning signs

· Parents and elderly

o Often targets of scams

o The warning signs

· What to do if you become a victim

o Acting fast by completing some important steps

· Away from Home

o Ways to be aware of your location and using public Wi-Fi

o Keeping track of personal items
For more information: call us at 727.734.0886 or email us at heartfirewealth@ampf.com

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5600593ACMR0423

2023 SEMINAR SERIES: When Your Health and Your Money Intersect

CDT

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Michael Graci, Director, Advisor Insights - BlackRock

Heartfire Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

· Key health discussions and decisions

· How a little preparation goes a long way

· How your advisor can help Event
For more information: call us at 727.734.0886 or email us at heartfirewealth@ampf.com

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

Blackrock and their representatives are not affiliated with AmeripriseFinancial Inc.

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.

5486186ACMR0323