Past events

Financial Boot Camp for Twenty-Somethings

  • Daniel Ahearn, APMA®, Financial Advisor | Vice President
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Do I have a good benefits package at work?
  • When and how do I begin to invest for my future?
  • What is a 401(k) and when should I start contributing?
  • How can I make a plan to pay down my student loan debt?
  • Can I afford to go to grad school?
  • How can I best manage my spending and credit card debt?

Join us as we celebrate "America Saves Week" with Financial Advisor, Dan Ahearn, AMPA® of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC for a special "Finance 101" Q&A session as we navigate some of the most common concerns facing twenty-somethings (along with college students and thirty-somethings) in today's world. We encourage you to invite anyone you think might benefit from this energetic, interactive discussion.

This is an informational event. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc., All rights reserved 3426404ACMR0121

Join Us! Special "State of the Economy" Webinar

  • Chris Shuba, Founder - Helios Quantitative Research
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a very special edition of our weekly market update call as we are joined by Chris Shuba, founder of Helios Quantitative Research for an informational and thought-provoking discussion as we take a deeper look at the current economic climate and where we might be headed going forward. Chris will give us some insight into:

  • The impact of COVID-19 on the investment landscape
  • Federal actions - both past and future
  • Areas of optimism and risks
  • Where do we go from here and potential impacts on the markets

This is a can't miss event! Please feel free to pass this along to anyone you think might be interested in joining us.

This is an informational event. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Neither Chris Shuba nor Helios Quantitative Research are affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. © 2021 Ameriprise Financial, Inc. All rights reserved. 3426404ACMR0121

Markets & Economy Q&A

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

We are excited toinvite 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 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

Protect yourself against identity theft.

  • Tony Rizzuto, CFP®, CLU®, APMA®, Financial Advisor | President - 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

WHAT CAN YOU DO TO PROTECT YOUR IDENTITY FROM BEING STOLEN?

Join Tony Rizzuto, CFP ® , CLU ® , APMA ® , Financial Advisor and President of Pell Wealth Partners, a privat wealth advisory practice of Ameriprise Financial Services, LLC for an important conversation on how to protect yourself from identity theft and credit fraud.

Tony will discuss:

  • Common ways your personal information can be compromised
  • Steps you can tak to protect your personal information
  • What to do if you are a victim of identity theft

Jeanne Kelly, Credit Coach and founder of The Kelly Group Credit Consulting will be joining us for a Q&A session following the presentation.

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

The Kelly Group Credit Consulting is not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.

3390141ACMR0121