Upcoming events

Why a Roth IRA? Why Now?

  • Alex Miller, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
To reserve a spot: email us at Caroline.Sherbrook@ampf.com
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.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Why a Roth IRA? Why Now?

  • Jalin Casares, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
To reserve a spot: email us at Caroline.Sherbrook@ampf.com
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.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Investing for the life you've earned - today and tomorrow

  • Alex Miller, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Are your investments working hard enough for you? During this complimentary seminar, you’ll learn about:

  • Seven essential components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break financial planning into manageable and actionable steps
To reserve a spot: email us at Caroline.Sherbrook@ampf.com
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.

Investing for the life you've earned - today and tomorrow

  • Jalin Casares, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Are your investments working hard enough for you? During this complimentary seminar, you’ll learn about:

  • Seven essential components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break financial planning into manageable and actionable steps
To reserve a spot: email us at Caroline.Sherbrook@ampf.com
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.

Past events

COVID-19 Legislation: What it means for individuals

  • Jalin Casares, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Learn about important key considerations from the CARES Act. During this complimentary session you'll learn about some key legislation from the CARES Act aimed at helping individuals and families financially weather the COVID-19 pandemic, including:

  • Extended paid leave
  • Recovery rebates and unemployment insurance
  • Retirement plan access and RMD waivers
  • Student loan relief
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.

COVID-19 Legislation: What it means for individuals

  • Alex Miller, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Learn about important key considerations from the CARES Act. During this complimentary session you'll learn about some key legislation from the CARES Act aimed at helping individuals and families financially weather the COVID-19 pandemic, including:

  • Extended paid leave
  • Recovery rebates and unemployment insurance
  • Retirement plan access and RMD waivers
  • Student loan relief
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.