Past events

Caring for aging loved ones: What to consider

PDT

Join this event online

Navneet Pahal, Private Wealth Advisor - Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
To reserve a spot: call us at 619.358.9893 or email us at navinawealth@ampf.com
This is an informational seminar. There is no cost or obligation.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

The Family Love Letter

PDT

You must RSVP to receive access credentials for this event or seminar

Karen Drancik, Senior VP - Neuberger Berman

Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Presented by Karen Drancik, Senior VP - Neuberger Berman who will share about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, discussing how you can create a plan to help your loved ones. During this complimentary session, we will help answer your questions such as:

• What do you have today?

• Where is it located?

• Who do you contact?

Please join your host Gitesh Bhaga, Financial Advisor, with Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, for this special virtual event.

Supal Vora, CA Insurance #0E06794

This is an informational event. There is no cost or obligation to attend.

Neuberger Berman and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, NC., All rights reserved. 6410218ACMR0224

Understanding Medicare – the ins and outs of Medicare coverage

PDT

You must RSVP to receive access credentials for this event or seminar

Danielle Roberts, Founding partner - Boomer Benefits

Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Presented by Danielle Roberts, founding partner at Boomer Benefits, who will provide practical, actionable insights to help you understand Medicare and guiding you through available insurance options. During this complimentary session, we will cover the following topics:

· History of Medicare

· Medicare parts and when to enroll

· Medicare costs

· Medigap

· Medicare Advantage

· Working past 65

Navneet Pahal, CA Insurance #0E39142

This is an informational event. There is no cost or obligation to attend.

John Hancock and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc., All rights reserved.

The Family Love Letter

PDT

You must RSVP to receive access credentials for this event or seminar

Karen Drancik, Senior VP - Neuberger Berman

Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Presented by Karen Drancik, Senior VP - Neuberger Berman who will share about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, discussing how you can create a plan to help your loved ones. During this complimentary session, we will help answer your questions such as:

• What do you have today?

• Where is it located?

• Who do you contact?

Please join your host Pavan Varshney, Financial Advisor, with Navina Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, for this special virtual event.

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Supal Vora, CA Insurance #0E06794

This is an informational event. There is no cost or obligation to attend.

Neuberger Berman and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc., All rights reserved. 6410218ACMR0224

Join us for a shredding event

PDT

Navina Wealth, 41973 6th Street, Suite C, TEMECULA, CA 92590

Navina Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.