Past events

Special Event! Treehouse Shakers invites Pell Wealth Partners Clients & Friends – LIVE

  • Pell Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join Awarded Storyteller, Mara McEwin & Choreographer, Emily Bunning as they take family audiences on an interactive and spellbinding tour of stories, movement and drama activities around the world from India to Turkey, West Africa to the Americas, to the many places in between and far away.

Explore imaginative stories, movement and activities that celebrate our connection to each other. Larger than life characters, enchanting lands, and magical happenings will engage family audiences ages 4+ and have audiences remembering these activities for years to come.

We are thrilled to announce a very special LIVE event open to Pell Wealth clients and friends! On Saturday, May 30that 11:00 AM Treehouse Shakers, a non-profit dance and theater company will be hosting a virtual workshop for audiences ages 4+ full of imaginative storytelling through movement and dance from around the world.

The event will be hosted by Mara McEwin and Emily Bunning, co-founders of the awarded company. Together, Mara and Emily have been creating award-winning performances, workshops and programming for babies to adults for over two decades.

Please feel free to invite anyone you know with or without children who might enjoy this event.

To attend, you must send your RSVP to Kendall at Kendall.egan@ampf.com so we can have the link sent directly to you.

We are looking forward to sharing in what is sure to be a very memorable experience with you!

There is no cost or obligation.

Treehouse Shakers is not affiliated with Ameriprise Financiall, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC

© 2020 Ameriprise Financial Inc. All rights reserved.

Global Chief Investment Officer for Columbia Threadneedle Investments on Markets & Economy with Q&A

  • Colin Moore, Global Chief Investment Officer - Columbia Threadneedle
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

We are excited to invite you to join us for a special Markets & Economy Q&A discussion with Global Chief Investment Officer for Columbia Threadneedle Investments, Colin Moore.

Moderated by Geri Pell, CFP®, MBA, CDFA®, Chief Executive Officer of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, Moore will help us to take a closer look at:

  • Current market conditions
  • How we could begin to see a return to normalcy
  • What the implications may be for the markets and economy moving forward

Moore is a key member of the Columbia Threadneedle economic team and we are unbelievably lucky to have him share his time, knowledge and expertise exclusively with Pell Wealth Partners’ clients and guests. Please be sure to mark your calendars and join us on:

Wednesday, May 13th at 6:00-7:00 PM

Please invite your family and friends to call in.

This is a don’t miss!

There is no cost or obligation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involved investment risks including possible loss of principal and fluctuation in value. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Columbia Threadneedle and Ameriprise Financial Services, LLC are affiliated.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial Inc. All rights reserved.

3072916ACMR0520

How can your investment strategy impact the change you want to see in the world?

  • Lenore Reiner, Responsible Investment Specialist - Calvert, an Eaton Vance Company
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

For some, having a lasting impact on the world for today, and future generations is of utmost importance. How can you use your investments to make a difference and effect the positive change you want to see? Investing with your values and having a good rate of return are not mutually exclusive. You can do well by doing good.

Join us on May 12th as we welcome Lenore Reiner, Responsible Investment Specialist at Calvert, an Eaton

Vance Company. Lenore will discuss "Responsible Investing: Aligning your financial goals with your values". She will dig deep and show us how using various environmental, social, and governance factors when making investment decisions can help put your money to work towards implementing policies and practices that align with your values.

Please Call: (425) 585-6028

Access Code: 306-562-262#

Click here to join the WebEx slide presentation!

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.

This is an informational event. There is no obligation or cost to attend. Eaton Vance is not affiliated with Ameriprise Financial. Pell Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC. Investors could experience increased risk when limiting investment choices to a specific industry sector that may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.

How can your investment strategy impact the change you want to see in the world?

  • Lenore Reiner, Responsible Investment Specialist - Calvert, an Eaton Vance Company
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Eaton Vance

For some, having a lasting impact on the world for today, and future generations is of utmost importance. How can you use your investments to make a difference and effect the positive change you want to see? Investing with your values and having a good rate of return are not mutually exclusive. You can do well by doing good.

Join us on May 8th as we welcome Lenore Reiner, Responsible Investment Specialist at Calvert, an Eaton

Vance Company. Lenore will discuss "Responsible Investing: Aligning your financial goals with your values". She will dig deep and show us how using various environmental, social, and governance factors when making investment decisions can help put your money to work towards implementing policies and practices that align with your values.

Please Call: (425) 585-6028

Access Code: 306-562-262#

Click here to join the WebEx slide presentation!

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.

This is an informational event. There is no obligation or cost to attend. Eaton Vance is not affiliated with Ameriprise Financial. Pell Wealth Partners is a private wealth advisory practice of Amerirpise Financial Services, LLC. Investors could experience increased risk when limiting investment choices to a specific industry sector that may or may not perform as well as other industry sectors. Investment products, including shares of mutual funds, 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.

From My Home Office To Yours: How to Shine in a Virtual World

  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

We have all been thrust into a fully virtual world of doing business. We thought it might be helpful to bring in a technology expert to share best practices on:

  • Looking professional on camera (lighting, angles, microphone, location)
  • Knowing when and how to use mute
  • How to conduct a Zoom or WebEx call
  • How to upgrade your technology knowledge
  • What should I be using if I own my own business or work on my own?

Join us as we welcome Marlene Roth, Digital Technology Consultant at Marlene D. Roth Consulting. Marlene will be on hand to discuss the "do's and don'ts" of running and participating in web meetings and conference calls and will pass along some of her best practices for conducting business virtually.

There is no cost of obligation. Marlene D. Roth Consulting is not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

2020 Ameriprise Financial Inc. All rights reserved.