Upcoming events

Taking control of your workplace retirement benefits

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation.
To reserve a spot: email us at nicole.magnusson@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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 Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Why a Roth IRA, why Now? Valuable tips to help you reach your goals

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Roth IRAs can be used to help generate income in retirement by investing after-tax dollars. During this presentation we’ll provide an overview of the Roth IRA and discuss some of the nuances and tax benefits available through this retirement vehicle.
To reserve a spot: email us at nicole.magnusson@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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 Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

How to navigate volatile markets

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.
To reserve a spot: email us at nicole.magnusson@ampf.com
RSVP Online
Investment products are not insured by the FDIC, NCUA or any federal agency, 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 Services, LLC. Member FINRA and SIPC.

Past events

Health, wealth and a confident retirement

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Are you feeling confident about retirement? With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:
  • Plan to bring your retirement dreams and goals more within reach
  • Understand how financial and physical health may be intertwined
  • Learn ways to generate dependable income that could last through your whole retirement
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Weathering job transitions. Preserving your future.

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Nicole Magnusson & Nicholas Kayatta, Financial Advisors - Point to Point Wealth Planning

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC

Being out of work can be very challenging, both financially and emotionally. This complimentary session will cover some of the steps you can take to help you manage during this tough time, including:
  • How to meet your basic expenses in the near term and keep your health coverage
  • What to do if you’ve been out of work for 6 months or more
  • How to manage long-term financial goals if you’ve been out of work for a year or more
This is an informational seminar. There is no cost or obligation.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Need-to-Know Changes for Strategic College Planning Webinar

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You must RSVP to receive access credentials for this event or seminar

Heidi King - College Inside Track

Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC

College is typically the 2nd largest purchase families make after investing in their home. Applying and getting into right-fit colleges has become more challenging as a result of changes in financial aid policies, admissions considerations, standardized testing optional and in flux. An absolute must-see for parents or grandparents with students in grades 9-11, but all are welcome! Please feel free to forward this to anyone you know who may be interested!

Monday,November 6th, 2023,

5:30pm EST (link says 4:30 pm Central because the speaker is in Illinois)

Pleasefeel free to forward this to anyone you know who may be interested!