Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.
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425.709.2345
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Heritage Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Quarterly Market & Investment Update

July 24, 2026 - 10:00 AM PDT

We welcome you to join us for a discussion on the current environment for investors, along with our views on longer-term risks to retirement portfolios. We’ll also cover strategies we use with clients to mitigate these risks and take advantage of the opportunities they present. We will cover many topics, including:

  • The current investing environment: The economy, inflation, equities/stocks, and fixed income/bonds
  • Systemic risks and opportunities informing our long-term outlook
  • The potential outcomes faced by investors & investment strategies to prepare for them

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Presented by: Erin Scannell, Private Wealth Advisor, CFP®, CLU®, ChFC®, AAMS®

Hosted by: Heritage Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

Join us!

Date: Friday, July 24, 2026

Time: 10:00 AM - 11:00 AM PDT

To reserve a spot: call us at 425.709.2345 or email us at planwithhwa@ampf.com
Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.
Visit our website
425.709.2345
planwithHWA@ampf.com
Office Locations
  • Visit Heritage Wealth Advisors's Facebook page

  • There is no cost orobligation to attend.

    Heritage Wealth Advisors, aprivate wealth advisory practice of Ameriprise Financial Services, LLC

    Ameriprise Financial, Inc.does not offer tax or legal advice. Consult with a tax advisor or attorney.

    Investment products are noninsured 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 cannot guarantee future financial results.

    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.

  • This is an informational event. There is no cost or obligation.
  • Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices.
  • Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.
  • Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
  • Heritage Wealth Advisors is not itself a separately-registered investment adviser or broker-dealer.
  • The Compass is a trademark of Ameriprise Financial, Inc.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • 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.
  • 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.
 
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Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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A private wealth advisory practice of Ameriprise Financial Services, LLC

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We look forward to helping you achieve your financial goals. Prepare for our meeting

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

This offer is only valid in the United States.

corporate entities and important disclosures | terms of use | privacy and security center | about email fraud

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.