Past events

Wealth Across Generations Virtual Speaker Series: A Guide to Teaching Financial Responsibility

  • Saša Mirkovic, CFP ®, MBA, BFA™ Private Wealth Advisor and Managing Partner, and Brent Makarczyk, CRPC ®, Financial Advisor and Managing Partner - Inspire Confidence Group
  • Inspire Confidence Group

By instilling healthy financial habits in your children, you’re providing them with the tools they need to become financially independent.

During this complimentary session, we’ll discuss:

· Why it’s important to raise financially responsible children

· Financial basics to share with your children during key ages

· How the examples you set and the habits your children create have lasting implications on the entire family

The evening will also include:

· A market update based on current insights from Ameriprise Chief Market Strategist David Joy's weekly commentary

· Tips for talking to your children about healthy financial habits from Tovah Lisky, President and CEO of Junior Achievement of Northeastern New York

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

Junior Achievement and its representatives are not affiliated with Ameriprise Financial.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

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Wealth Across Generations Series: Responsible Investing

  • Lenore Reiner, VP of Eaton Vance Distributors
  • Saša Mirkovic, Private Wealth Advisor and Managing Partner of Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Eaton Vance

Join us for our Wealth Across Generations Virtual Speaker Series – “Responsible Investing- Aligning Your Financial Goals With Your Values” with guest speaker Lenore Reiner, VP of Eaton Vance Distributors.

May 20, 2021 - 7:00-8:00 PM

Saša Mirković, Private Wealth Advisor and Managing Partner of Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC will start the evening off with a market update based on current insights from Ameriprise Chief Market Strategist David Joy’s weekly commentary.

Following that, Lenore Reiner, VP of Eaton Vance Distributors will talk about socially responsible investing. Points covered will include:

· What is Responsible Investing and why is it important?

· How could today’s environmental crisis’ impact our clients’ portfolios?

· What are sustainable development goals and how can investors support these?

· What are environmental, social and governance (ESG) factors? And what are some of the dominant themes?

· How have companies changed regarding ESG issues? And what does that mean for those company’s performance?

The link for this event and the current market commentary from Ameriprise will be sent out the day before. Please register by emailing laura.c.mirkovic@ampf.com by May 19,2021.

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.

Socially responsible investments focus on green solutions companies, which present increased risk over a more diversified portfolio by limiting investment choices to a specific sector that may or may not perform as well as other industry sectors.

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

Sponsored by Eaton Vance. Eaton Vance and its representatives are not affiliated with Ameriprise Financial.

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Annual Complimentary Shred-It Event

  • Inspire Confidence Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Back by popular demand!

Our Annual Shred It Event and Food Drive is scheduled for May 1, 2021 from 9-12. Food donations will be collected for the Regional Food Bank of Northeastern NY. This event is complimentary.

COVID friendly: As in the past, this outdoor event is DRIVE THROUGH ONLY. All attendees must wear a mask and stay in their car. A member of our team will remove all shredding material from your car. After your shredding has been removed, you can exit the parking lot.

As you get your paperwork in order for tax season, here is a document retention guide by Shred-It:

https://bit.ly/2QlAxlO

By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.

There is no cost or obligation for this event.

Wealth Across Generations Speaker Series: How to Negotiate Your Salary

  • Kelly McClellan , Career Coach and Consultant, INMITTO Consulting, LLC
  • Maria Natarelli, Private Wealth Advisor and Managing Partner with Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Maria Natarelli, Private Wealth Advisor and Managing Partner with Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC will start the evening off with a market update based on current insights from Ameriprise Chief Market Strategist David Joy’s weekly commentary.

Following that, Kelly McClellan, Career and Leadership Expert, will talk about how to negotiate your salary.

Points covered will include:

· What makes salary negotiation so hard?

· What happens when you don’t negotiate your salary?

· When can you negotiate?

· What are the big mistakes people make?

· What is included in successful conversation?

The link for this event and the current market commentary from Ameriprise will be sent out the day before. Please register by emailing laura.c.mirkovic@ampf.com by April 14, 2021.

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

Investment products, including shares of mutual funds, 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

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Wealth Across Generations Speaker Series - How to Buy a House

  • Traci Cornwell, Owner and Broker of Cornwell Real Estate
  • Maria Natarelli, Private Wealth Advisor and Managing Partner with Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Maria Natarelli, Private Wealth Advisor and Managing Partner with Inspire Confidence Group, a private wealth advisory practice of Ameriprise Financial Services, LLC will start the evening off with a market update based on current insights from Ameriprise Chief Market Strategist David Joy’s weekly commentary.

Following that, Traci Cornwell, Owner and Broker of Cornwell Real Estate, will discuss several important points to consider when looking for a new house.

During this call you will hear about

· Buying vs. renting – the pros and cons of each

· Different loan programs

· Down payment details and myths – Do you really need 20% to buy a house?

· The pros and cons of using a real estate agent

· How to make an offer

· The closing process and normal timelines

The link for this event and the current market commentary from Ameriprise will be sent out the day before. Please register by emailing laura.c.mirkovic@ampf.com by March 17, 2021.

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

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial and Inspire Confidence Group is not associated with Cornwell Real Estate.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

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