Upcoming Events

The Art of WOW

  • Riley Horlacher, CIMA® , Director - Janus Henderson Investors
  • Erin J. Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor

Join us for the fourth workshop in our Wellness Series, which is a series of topics devoted to going beyond finance in our quest for a more holistic approach to Wellness.

Learn how to systematically exceed client expectations and drive deep client loyalty by creating meaningful, unforgettable moments that clients talk about.

  • Passions & Interests: Do you know what your clients value?
  • Personality in Practice: Learn the personality of your client & speak their language of WOW
  • Emotional Dynamics: Learn how to discover your clients emotional triggers & find out what WOW means to them.
  • Culture & Mindset: Encourage WOWs in every part of your practice!
To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Riley Horlacher, CIMA® & Janus Henderson Investors are not affiliated with Ameriprise Financial, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. Ameriprise © 2019 Ameriprise Financial, Inc., All rights reserved. 2820584ACMR1119

Ruth's Chris Bring a Friend Event

  • Erin Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor
  • Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

We would like you to join us for an exclusive event and an informational presentation of "Investing for the life you deserve - today and tomorrow" at Ruth's Chris, Bellevue, WA on Tuesday, January 7th at 6:00pm.

Please consider how we could help someone you know who might benefit from this information and invite them to join us for this special event.

For more information: call us at 253.851.0717 or email us at lori.aest@ampf.com

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.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Erin J Scannell, CA Insurance License # OD20013

The Elements of Extraordinary Teamwork

  • Riley Horlacher, CIMA® , Director - Janus Henderson Investors
  • Erin Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor
  • Janus Henderson Investors

Join us on Wednesday, January 15th, 2020 at 9:00 am for the next workshop in our Wellness Series, which is a series of topics devoted to going beyond finance in our quest for a more holistic approach to Wellness.

Learn the six habits for cultivating shared awareness, five ways to cultivate a ONE Thing Culture, and understand the core elements that impact team chemistry.

  • Compelling Catalyst: Defining your WHY defines your purpose, motivates your team and attracts clients
  • Shared Awareness: Discover what we do well - as individuals, and together. Capitalize on team strengths
  • Focus Discipline: Success often depends on focus - and the power to say no to everything else
  • Helpful Tools & Exercises: *Uncover your WHY *Goal Setting to the Now *Increase awareness of your blind spots
To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Riley Horlacher, CIMA® &Janus Henderson Investors are not affiliated with Ameriprise Financial, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. Ameriprise ©2019 Ameriprise Financial, Inc., All rights reserved. 2822860ACMR1119

From the Hill to the Street: An Insider's Perspective

  • Paul Nicely, Regional Sales Representative - Eaton Vance Investment Managers
  • Erin Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor

Join us for "inside the beltway" insights on the latest developments in Washington and the information you need to navigate any changes that lie ahead for Investors

  • The 2020 Election Landscape
  • Tax Cuts & Jobs Act and its residual effect on business owners, investors and the markets
  • President Trump's trade &legislative initiatives
To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Paul Nicely & Eaton Vance Investment Managers are not affiliated with Ameriprise Financial, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.Ameriprise Financial Services, Inc., Member FINRA and SIPC. Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. Ameriprise © 2019 Ameriprise Financial, Inc., All rights reserved. 2827833ACMR1119

From the Hill to the Street: An Insider's Perspective

  • Paul Nicely, Regional Sales Representative - Eaton Vance Investment Managers
  • Erin Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor

Join us for "inside the beltway" insights on the latest developments in Washington and the information you need to navigate any changes that lie ahead for Investors

  • The 2020 Election Landscape
  • Tax Cuts & Jobs Act and its residual effect on business owners, investors and the markets
  • President Trump's trade &legislative initiatives
To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Paul Nicely & Eaton Vance Investment Managers are not affiliated with Ameriprise Financial, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise © 2019 Ameriprise Financial, Inc., All rightsreserved. 2827833ACMR1119