Upcoming events

Essential Ingredients for Long Term Investing

  • EST
  • kwmlongterm1!
  • Join this event online
  • Franki Priore, Regional Engagement Consultant - Lord Abbett
  • Kuttin Wealth Management

Please join us for an educational WebEx with Lord Abbett. During this complimentary session Franki will provide some perspective on what is happening in the markets as well as address five key investing concepts every investor should know about capital markets before investing, including U.S. stocks, small cap stocks, international stocks, bond and finally diversification.

For more information: call us at 631.770.0335 or email us at joseph.greco@ampf.com

This is an informationalseminar. There is no cost or obligation.

Lord Abbett and itsrepresentatives are not affiliated with Ameriprise Financial.

Investment products, are not federally orFDIC-insured, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.

Stock investments have an element of risk. High-quality stocks may be appropriatefor some investment strategies. Ensure that your investment objectives, timehorizon and risk tolerance are aligned with stocks before investing, as theycan lose value.

There are risks associated with fixed income investments, includingcredit risk, interest rate risk, and prepayment and extension risk. In general,bond prices rise when interest rates fall and vice versa. This effect isusually more pronounced for longer-term securities.

Internationalinvesting involves increased risk and volatility due to potential political andeconomic instability, currency fluctuations, and differences in financialreporting and accounting standards and oversight. Risks are particularly significant inemerging markets.

Diversification can helpprotect against certain investment risks but does not assure a profit orprotect against loss.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial Inc. All rights reserved.

Past events

Year End Planning Considerations

  • EDT
  • kuttinyearend1!
  • Join this event online
  • John Nersesian, Head of Advisor Education - PIMCO
  • Kuttin Wealth Management

Join us to learn about year-end planning opportunities and considerations. The end of the year is the perfect time to review your financial planning needs with a professional. This event will discuss considerations to keep in mind regarding your investment portfolio, year-end tax planning strategies, retirement goals, wealth transfer and legacy plans. As always, you may also want to consult your tax and legal professionals as you comprehensively consider your planning options.

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

Sponsored by PIMCO. PIMCO and itsrepresentatives are not affiliated with Ameriprise Financial.

Ameriprise Financial, Inc. and itsaffiliates do not offer tax or legal advice.

Consumers should consult with their taxadvisor or attorney regarding their specific situation.

Investment products arenot federally or FDIC-insured, are not deposits or

obligations of, or guaranteed by any financialinstitution, and involve

investment risksincluding possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. MemberFINRA and SIPC.

© 2021 Ameriprise Financial, Inc. Allrights reserved.

3798287ACMR1021

Family Love Letter – How Every Family Can Prepare

  • EDT
  • kwmfamilyplan1!
  • Join this event online
  • Cheri Brooks, Senior Vice President - Neuberger Berman
  • Kuttin Wealth Management

Establishing plans to help ensure a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter® can help you have sensitive conversations with your family about preserving and transferring the legacy you will one day leave behind. Please join us for a discussion on how to give this “gift” to your family. Crafting your own personalized Family Love Letter® will help you make thoughtful choices and feel more prepared, while also helping to prevent rash decisions and mistakes during a time of grief, confusion, or uncertainty. Let us help you prepare for the certainty of uncertainty.

This is an informational seminar. There is no cost or obligation. Sponsored by Neuberger Berman. Neuberger Berman 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.

Securing Your Retirement – Transforming Social Security into a Winning Retirement Strategy

  • EDT
  • kwmsocialsec1!
  • Join this event online
  • Jen Taboada, Social Security Consultant - BlackRock
  • Kuttin Wealth Management

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. Join us for an overview of Social Security benefits that may benefit you and your spouse. Learn when and how to start receiving benefits and learn about opportunities to increase your benefit throughout retirement.

This is an informational seminar. There is no cost or obligation. Sponsored by BlackRock. BlackRock 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.