Upcoming events

Webinar: Time with Ted

  • Ted Truscott, Chief Executive Officer - Colulmbia Threadneedle Investments
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a virtual event with William F. ‘Ted’ Truscott, Chief Executive Officer of Columbia Threadneedle Investments! Ted will share his thoughts on the current state of the economy, cryptocurrency, and what’s around the corner as we ‘return to normal’.

To reserve a spot: call us at 860.651.5969 or email us at Betsy.Hole@ampf.com

This is an informational Seminar. There is no cost or obligation. Columbia Threadneedle is an affiliate of Ameriprise Financial Inc. Not FDIC Insured. No Bank Guarantee. May Lose Value.

Ameriprise Financial Services, LLC, Member F INRA and SIPC.

©2021 Ameriprise Financial, Inc. All rights reserved.

The Hidden Costs of Aging: Important Conversations You Need to Have About Care & Housing Expenses

  • Tom Antonovich and Timothy Nichols, Vice Presidents, Senior Advisor Consultants - Franklin Templeton
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a WebEx event where we’ll talk about how to better understand planning for an unexpected event as you age, including what options you have as you get older. We know how uncomfortable it can be to talk about health problems associated with aging. But this topic is too important to ignore. In this WebEx we’ll discuss:

-The Profile of Aging

-Care and Housing Considerations

-Formulating a Plan
To reserve a spot: call us at 860.651.5969 or email us at Betsy.Hole@ampf.com

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

Franklin Templeton and their representatives are not affiliated

2021 SEMINAR SERIES: Monthly Market Roundup

  • Liz Young CFA®, Director of Marketing Strategy - BNY Mellon Investment Management
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for an economic and market update with Liz Young, Director of Marketing Strategy, with BNY Mellon Investment Management. Liz works directly with BNY Mellon’s Chief Economist to formulate and deliver market updates. She focuses on educating investors on current macroeconomic themes and their effects on capital markets.

To reserve a spot: call us at 860.651.5969 or email us at Betsy.Hole@ampf.com

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

BNY Mellon Investment Management and their 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.

A 5-Step System Designed to Help Manage your Money, Design your Life and Create Your Future

  • Lisa Kueng, Director of Creative Campaigns - Invesco
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

The "Prosperity Picture" presentation will focus on ways to:

-Create the vision

-Know where you are

-Design your plan

-Make it happen

-Enjoy the journey
To reserve a spot: call us at 860.651.5969 or email us at Betsy.Hole@ampf.com

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

Invescoand their 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.

Past events

2021 Seminar Series: Talking With Your Spouse – Creating Financial Harmony

  • Ajamu C. Loving, Ph.D., Advisor Education Consultant - Delaware Investments
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join our WebEx to hear Advisor Education Consultant for Delaware Investments, Ajamu C. Loving, Ph.D., share information on ways to speak with your spouse and align both your life, and wealth.

During this complimentary session, we’ll discuss:

-How to communicate about finances

-Setting personal and financial goals

-Ways to prepare for the unexpected

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

Delaware Investments and their representatives are not affiliated withAmeriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021Ameriprise Financial, Inc. All rights reserved.

Five things to know about Medicare

  • Leigh King and Kevin Prell, Private Wealth Advisor and Managing Partner - King, Prell & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • Taylor Pluss, Retirement Director, Defined Contribution and Wealth Advisor Services - Janus Henderson Investors
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

This seminar assists financial professionals and their clients in building successful wealth transfer strategies by highlighting two well-known estate battles.

Topics Include:

-Utilizing a document location system

-Rationalizing amounts, timing and structures

-Managing estate taxes

-Preparing and educating heirs

-Appointing the right agents, executors and trustees

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

College Inside Track- 7 Insider Tips

  • Cozy Wittman, National College Search Expert - College Inside Track
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Campus visits are cancelled, ACT/SAT testing is evolving daily, your college savings may have taken a hit! How does a family do a college search in this environment? Join Cozy Wittman, National College Search Expert from College Inside Track, to learn more about effective search strategies to assure your family stays on track.

During the call we will discuss:

-How to do an effective tour with campuses closed

-Where to find scholarships

-How to go about scheduling an ACT

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

College Inside Track and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020Ameriprise Financial, Inc. All rights reserved.

The Times They Are a Changin’ - But Are They?

  • John Diehl, Senior VP, Applied Insights - Hartford Funds
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Bob Dylan’s anthem, “The Times, They Are A-Changin' ” seems just as fitting today as it was in 1964. But are the issues we’re facing today really that unprecedented?

Join us to learn:

-Historical perspective of past turmoil we’ve overcome

-How to manage today’s challenges

-Strategies to prepare for future uncertainty

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

Hartford Funds and their representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.