Past events

COVID-19 and the Trend Toward Responsible Investing

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

Hosted by Julie Wendholt, APMA® , Financial Advisory and Vice President of Pell Wealth Partners, a private wealth advisor practice of Ameriprise Financial Services, LLC and presented by Lenore Reiner, Responsible Investment Specialist with Calvert, an Eaton Vance Company.
The preseantion will focus on:

  • COVID-19's impact on Responsible Investing
  • How compaies are responding
  • Five key taweaways for investors

This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Eaton Vance. Eaton Vance and its representatives are not affiliated with Ameriprise Financial. Responsible investing may present increased risk over a more diversified portfolio by limiting investment choices to a specific sector that may or may not perform as well as other industry sectors.

Investment securities are subject to market risks, including the potential loss of principal invested. Investors should consider the potential benefits, risks, and fees of each investment carefully. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.

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

  • Michael Graci, Director of Investment and Retirement Education - BlackRock
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC for a special presentation by Michael Graci, Director of Investment and Retirement Education at BlackRock.
During this presentation, we will discuss the fundamental rules of Social Security retirement benefits including:

  • Individual benefits
  • Spousal and survivor benefits
  • Collection Strategies

This is an informational seminar. There is no cost or obligation. This seminar is sponsored by BlockRock. 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.

Market Volatility

  • Geri E. Pell, CFP®, MBA, CDFA®, Private Wealth Advisor | Chief Executive Officer - Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:

  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

Market Volatility

  • N/A
  • Geri E. Pell, CFP®, MBA, CDFA®, Private Wealth Advisor | Chief Executive Officer - Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:

  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

Market Volatility

  • Geri Eisenman Pell, CFP®, MBA, CDFA®, Private Wealth Advisor, Chief Executive Officer - Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:

  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty