Generational Wealth: Understand, Plan and Communicate Date: Tuesday, March 3, 2026 Time: 5:30 PM - 6:30 PM EST ONLINE EVENT PASSCODE: Passcode: gYr88g Join this event online Presented By: Andrew Gordon, Business Development Strategist - MFS Hosted By: Philip Martin, CIMA Sponsored By: Jon L Myers and Associates As you set and then communicate goals for your family, these three things can help: Understanding why transfers of wealth often "fail." Being familiar with what planning steps you can take to help avoid these common and costly mistakes. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. Join us for a complimentary session where we’ll discuss the different tools and ideas that are available to help you, so that your familyis more prepared for the future. For more information: email us at heather.wineburg@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. MFS is not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Simple Safeguards- How to stay safe from cybercrime and identify theft Date: Monday, February 2, 2026 Time: 4:00 PM - 5:00 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Jeff Lanza, Retired FBI Agent - Nomura Asset Management International Hosted By: Tim Katusha Sponsored By: Jon L Myers and Associates Join us for a complimentary session, where retired FBI special agent Jeff Lanza will share tips and best practices to stay safe from cybercrime and identity theft. We’ll discuss how to protect your identity, cyber tricks to watch out for, and ways to protect your computer. This is an informational seminar. There is no cost or obligation. Nomura Asset Management International is 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.