Mastering your Money Mindset Date: Thursday, June 26, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Leda Zukowski , Director of Practice Management - in the Advisor Advancement Institute at New York Life Investments Hosted By: Morgan Wealth Advisory Group - a private wealth advisory practice of Ameriprise Financial Services, LLC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation • Understanding your money emotions • Accepting the past • Learning the language of money • Making a plan • Planning for “setbacks” For more information: call us at 410.418.9800 or email us at morganwealthag@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Thisis an informational seminar. There is no cost or obligation. Sponsored by: New York Life. These sponsors and representatives are 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.
School Supplies Drive Date: Friday, August 29, 2025 Time: 8:00 AM - 5:00 PM EDT Location: 6011 University Blvd., Ste 300, Ellicott City, MD 21043 Hosted By: Morgan Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Morgan Wealth Advisory Group is collecting New School Supplies for the Benedictine Society of Baltimore City (Benedict's Pantry) and Arbutus Elementary School to be given to students in need. Donations can be dropped off during business hours or shipped directly to us. Donations accepted through September 5. For more information: call us at 410.418.9800 or email us at morganwealthag@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. We are not able to accept cash or check donations.