Upcoming events

Why a Roth IRA, Why Now? Valuable tips to help you reach your goals

  • Keith Matthews, Regional Vice President, Retirement Plan Consultant - Wealth Management Solutions, Ameriprise Financial
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the

value of balancing taxable income with tax-free income in retirement. Take full advantage of all

the benefits of a Roth conversion while avoiding common pitfalls.

Find out which factors to consider before choosing a Roth conversion.

Join us to see if this strategy can work for you!
To reserve a spot: call us at 860.651.5969 or email us at Betsy.Hole@ampf.com

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

A Roth IRA is tax free as long as you leave the money in the account fo rat least 5 years and are 59 1/2 or older when you take distributions or

meet another qualifying event, such as death, disability or purchase of a first home.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Plan for the future. How an estate plan helps put you in control.

  • 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

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

To reserve a spot: call us at 860.651.5969 or email us at betsy.hole@ampf.com
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

The 2020 Elections and the Future of American Politics

  • Susan Olson, Vice President-Government Relations - Natxis
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

This complimentary presentation will focuson: The Democrats and The Republicans,

The wild card and the future of the Democrats and Republicans
To reserve a spot: call us at 860.651.5969 or email us at Betsy.Hole@ampf.com

This seminar is sponsored by Natixis.

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

Natixis and its representatives are not affiliated with AmeripriseFinancial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Social Security – Get What’s Yours

  • Kevin Hansen, Director, Business Development, Retirement Solutions - Principal Funds
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

The presentation will focus on these areas: Social Security essentials, benefits and options, and strategies to consider.

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

This seminar is sponsored by Principal Funds.

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

Principal Funds is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Past events

Food Drive

  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial, Inc

Gifts of Love is in need of non-perishable food for their pantry and the school weekend backpack program.

Please drop off any food donations at our office curbside.

AMERIPRISE FINANCIAL SERVICES, LLC. MEMBER FINRA AND SIPC.
© 2020 AMERIPRISE FINANCIAL, INC. ALL RIGHTS RESERVED.

Navigating the college process in the new Covid-19 world

  • Chris Willis and Cozy Witman - College Inside Track
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Service,s, LLC

Campus visits are canceled, ACT test dates are postponed and more changes every day. How does a family conduct a search and choose a college in this new environment?

Join us to learn up-to-date info on topics such as: What can I do if the college has canceled all tours? How do we navigate ACT/SAT prep timelines with newly canceled dates? What are ways I can reduce the cost of college? If you are the parent of a HS student, this is incredibly important info you will not want to miss.

This seminar is sponsored by College Inside Track.

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

College Inside Track is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Tax Strategies for the Current Landscape

  • Andy Brown, Sr. Wealth Management Specialist - Putnam Investments
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Putnam Investments

The presentation will focus on: Understanding the current landscape, planning considerations and strategies.

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.
Sponsored by Putnam Investments.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice.Consumers should consult with their tax advisor or attorney regarding theirspecific situation.

Investment products are not federally or FDIC-insured, are not depositsor obligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Webinar: Plan for the future. How an estate plan helps put you in control.

  • Leigh King and Kevin Prell - 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

Additional separate presentation on Estate Planning Basics from Neil Kraner, Partner Attorney at Kraner & Hess LLC.

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

CLICK HERE TO ENTER WEBEX MEETING

RSVP not needed.

Kraner & Hess and its representatives are not affiliated with Ameriprise.

Ameriprise Financial and its affiliates do not offer tax or legal advice.
Consumers should consult with their tax advisor or attorney regarding
their specific situation. Certified Financial Planner Board of Standards Inc.
owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and
CFP (with flame design) in the U.S. Ameriprise Financial Services, LLC.
Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights
reserved.

Webinar: Planning for Life's Big Moments

  • Stefanie Azzarelli, Vice President - Institutional Insurance - Fidelity Investments
  • King, Prell & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

You’ve provided for yourself and likely others, too — now it’s important to have a peace of mind with a plan in place to be prepared for both dreams and detours alike. Learn how to handle changes in relationships,unplanned retirement, changes in health, and leaving a legacy.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 592 455 488 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. Webex may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This seminar is sponsored by Fidelity Investments.

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

Fidelity Investments is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.