Events

Have you ever thought about how prepared your loved ones would be if something unexpected happened?

For many families, important information lives in multiple drawers, folders and online accounts, leaving a complicated paper trail for the next generation, especially during times of grief, stress and uncertainty. Even the most organized households often find that putting the full picture together can be overwhelming.

The Family Love Letter is designed to help you create clarity, reduce confusion and preserve family harmony by organizing your critical information before your family ever needs it.

Please join your host Kairos Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, for our upcoming webinar:

How Every Family Can Prepare: The Family Love Letter

Presented by Cheri Brooks, Managing Director Neuberger Berman

Thursday, May 28th@ Noon Pacific Time

What You Will Explore:

• Why essential information becomes scattered and hard to access, especially during crisis
• How to anticipate the unexpected and engage your family in meaningful planning
• The purpose and power of the Family Love Letter as a roadmap for the next generation
• How organizing your “paper trail” helps preserve relationships and provide long term security
• Key life events — from marriage and children to business changes, retirement and health transitions — that require intentional planning
• A practical approach to documenting what you have, where it is, and who to contact

What if your most important asset in retirement has nothing to do with your portfolio value?

Research from the Harvard Study of Adult Development and the MIT Age Lab has shown something remarkably consistent over decades: strong friendships are one of the greatest predictors of health, happiness, resilience and longevity.

Meanwhile, social isolation has been linked to poorer health outcomes, higher care costs and reduced wellbeing as we age.

As life changes, our social networks often shrink unless we intentionally invest in them. Understanding your Social Portfolio can help you build the relationships that support a joyful, healthy and fulfilling next chapter.

Please join your host Kairos Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, for our next webinar:

The Social Portfolio: Why Friendships Are So Important to Aging Well

Presented by Brian Briggs, Managing Director at Hartford Funds Thursday, June 25th @ Noon Pacific Time

Ever notice how the word retirement can feel both exciting and unsettling?

For many, the idea of stepping away from a career is filled with possibilities, yet clouded by questions about identity, purpose and what comes next. And because the very concept of “retirement” is relatively new in human history, it is no surprise that so many people approach it with uncertainty.

Whether retirement is just ahead of you or already part of your life, there is a meaningful way to rethink this chapter and build a future grounded in well-being, purpose and fulfillment.

Please join your host Kairos Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, for our next webinar:

Reframing Retirement
Presented by Jim Renitsky, Director and Senior Growth Consultant at BlackRock
Thursday, April 23rd @ Noon Pacific Time

What You Will Explore:

• How “retirement” became a manufactured idea and why it may no longer serve us
• Why well-being, not wealth, is the foundation of a thriving next chapter
• A practical ROI framework (Reframe, Optimize and Ignite) to design your best retirement

Join us to learn how renaming and reframing retirement can help you create a life filled with purpose, joy and meaningful engagement.

Is Artificial Intelligence the next big thing… or just another tech bubble?

AI is dominating headlines and investor conversations, but does it have real staying power? In this session,we will explore the evolution of AI, why it is gaining traction now, and what its rapid adoption means for businesses and markets.

Please join your host KairosWealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC for our next webinar:

AI: The Opportunity is Anything But “Artificial”

Presented by Anna Nerys, iShares Product Strategist, BlackRock

Thursday, January 29th @ Noon Pacific Time

What You Will Learn:

• Why AI is being compared to past technological revolutions, and whether it has legs.
• How AI could reshape industries beyond technology, from healthcare to finance.
• Why experts believe we are still early in the AI journey, and what that could mean for growth and valuations.

Join us and discover why AI couldbe the defining force of this decade, and what it means for you!

Reserve Your Spot Today:

You are invited to join us for wine & chocolate tasting, heavy hors d'oeuvres, oysters, and delicious, sweet treats.