Upcoming Events

Financial considerations for your new job offer

  • Lauren Cooper, Financial Advisor - Ameriprise
  • Point to Point Wealth Planning

Join us for an informational session on Financial Considerations for Your New Job Offer. This session – geared toward recent graduates, those entering the workforce, or those transitioning to a new job – will focus on the important factors to consider when evaluating a job offer. During this complimentary presentation you will learn how to:

  • Implement a budgeting strategy for important fixed costs such as living expenses and taxes
  • Evaluate employee benefits to help determine what best fits your current situation
  • Compare different retirement plans and the savings and tax implications they may have on your retirement goals.

For more information: call us at 302.995.7526 or email us at debra.paraskiewicz@ampf.com
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.

College resources and paying for college

  • Lauren Cooper, Financial Advisor - Ameriprise
  • Point to Point Wealth Planning

Join Ameriprise Financial Services, Inc. for a special presentation on College Admissions & Paying for College. During this complimentary session, you'll learn more about:

  • Savings strategies, and the importance of selecting the college and a major
  • Financial aid and the application process
  • Smart borrowing and managing debt
For more information: call us at 302.995.7526 or email us at Debra.Paraskiewicz@ampf.com

Taking Control of your workplace retirement benefits

  • Darren DeMars, Financial Advisor - Ameriprise
  • Point to Point Wealth Planning

During this complimentary seminar you’ll learn:

  • Why retirement planning matters
  • Investment strategies to consider
  • About your workplace retirement benefits and how they can help you reach your retirement goals
  • Simple steps you can take to control your situation

For more information: call us at 302.995.7526 or email us at Debra.Paraskiewicz@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.

Protect yourself against identity theft

  • Robert Allen, Private Wealth Advisor - Ameriprise
  • Point to Point Wealth Planning

During this complimentary seminar, you’ll learn about:

  • Common ways your personal information can be compromised
  • Steps you can take to protect your personal information
  • What to do if you are a victim of identity theft
For more information: call us at 302.995.7526 or email us at Debra.Paraskiewicz@ampf.com