Upcoming events

July 2024 Financial Wellness Lunch Hour Insights (Online Event) - Preparing for Taxes in Retirement

EDT

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

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC.

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC.

Preparing for taxes in retirement

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement.

To reserve a spot: call us at 518.459.5500 or email us at laura.c.mirkovic@ampf.com
RSVP Online

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

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.

September 2024 Financial Wellness Lunch Hour Insights (Online) - Balancing Life Today and Tomorrow

EDT

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

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Balancing life today and dreams for tomorrow

Are you able to live well today and still save for tomorrow? During this complimentary session, you’ll learn ways to balance smart decisions about today with planning for tomorrow. Learn how to plot your journey to retirement into doable steps so it’s manageable, while creating a meaningful legacy today.

To reserve a spot: call us at 518.459.5500 or email us at laura.c.mirkovic@ampf.com
RSVP Online

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

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.

November 2024 Financial Wellness Lunch Hour Insights (Online) - How Estate Plans Put You in Control

EST

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

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

How an estate plan helps put you in control

Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started.

To reserve a spot: call us at 518.459.5500 or email us at laura.c.mirkovic@ampf.com
RSVP Online

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

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.

© 2024 Ameriprise Financial, Inc. All rights reserved.

January 2025 Financial Wellness Lunch Hour Insights (An Online Event) - 2025 Markets Outlook

EST

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

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Market and Economic Update

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.

To reserve a spot: call us at 518.459.5500 or email us at laura.c.mirkovic@ampf.com
RSVP Online

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

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.

March 2025 Financial Wellness Lunch Hour Insights (An Online Event) - Paying for College

EDT

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

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Paying for College: Financial Steps to Consider

The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation.

To reserve a spot: call us at 518.459.5500 or email us at laura.c.mirkovic@ampf.com
RSVP Online

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

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Past events

Retiring on your terms

EDT

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

Bill Considine, RVP of Retirement Wealth Strategies at Ameriprise Financial - Ameriprise Financial

Inspire Confidence Group, 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.
This is an informational seminar. There is no cost or obligation.
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.

May 2024 Financial Wellness Lunch Hour Insights (An Online Event) - Planning for the future

EDT

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

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC.

Planning for the future: An approach for your whole family

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This virtual event will:

· Help you consider what leaving a legacy means

· Introduce the Ameriprise Family Legacy Planner as a tool you can use to start your family conversations

· Highlight how a financial advisor can help you work though important financial issues with your family and loved ones

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

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.

Community Shred Day & Food Drive

EDT

80 Wolf Road, Albany, NY 12205

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC

Join us for our annual event in Albany.

Documents shredded on-site, pull into front parking lot.

Please consider a donation of non-perishable food items in support of the Regional Food Bank of Northeastern New York.

There is no cost or obligation.

March 2024 Financial Wellness Lunch Hour Insights (An Online Event) - Understanding your Financials

EDT

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

George Amedore III, CFP®, CKA®, APMA™, Financial Advisor - Inspire Confidence Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

George Amedore III, CFP®, CKA®, APMA™, Financial Advisor

During this complimentary session, we’ll discuss the essentials of budgeting, managing debt and credit, investing and saving. We’ll also provide actionable tips that can help you develop good financial habits for the future.

January 2024 Financial Wellness Lunch Hour Insights (An Online Event) - 2024 Markets Outlook

EST

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

Russell Price, Chief Economist - Ameriprise Financial, LLC

Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial, LLC.

Join us for a 2024 Markets Outlook with Russell Price, Chief Economist with Ameriprise Financial, LLC

These are informational seminars. There is no cost or obligation.

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.