Upcoming events

Real estate: Important considerations for you and your family

EST

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

Kassandra Krason, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session, we’ll discuss the different ways we all interact with real estate including:

  • The current real estate market
  • What you need to know about real estate investing
  • Considerations for helping a family member with a home purchase
To reserve a spot: email us at cassidy.norman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.
Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards.
Ameriprise Financial does not offer or transact business in real estate.
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

EDT

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Barry Courson, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

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 cassidy.norman@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.

Paying for College: Financial Steps to Consider

EDT

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Jonathan Sweet, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation.
To reserve a spot: call us at 412.922.7700 or email us at cassidy.norman@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.

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

Join us for a day of golf

EDT

Birdsfoot Golf Course, 225 Furnace Run Road, Freeport, PA 16229

Premier Wealth Partners

Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.
To reserve a spot: email us at bailey.paris@ampf.com
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Knowledge is power - Financial strategies for women

EDT

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Lisa Brooks, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session, we'll discuss four areas that can impact women's financial lives. We'll offer some strategies to help address the income gap, how plan for a longer lifespan, how to manage multiple roles and responsibilities at home, work and in the community, and how to approach life changes and unexpected events.
To reserve a spot: email us at cassidy.norman@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.

Getting to know the basics: Understanding your finances

EDT

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Sherald Hill, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

During this complimentary session, we’ll discuss the essentials of budgeting, managing debt and credit, investing and saving. We’ll also provide actionable tips that can help you develop good financial habits for the future.
To reserve a spot: email us at cassidy.norman@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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

From SIMPLE to Sophisticated: Small Business Retirement Plans

EDT

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Brian Stumpf, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

Businesses grow and change. Your retirement plan needs to be flexible. During this complimentary seminar, we’ll cover these topics:
  • Employer-sponsored plans, including IRA-based and qualified retirement plans
  • Determining which plan may be right for you
To reserve a spot: email us at cassidy.norman@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.

Caring for aging loved ones: What to consider

EST

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Michael Headrick, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
To reserve a spot: email us at cassidy.norman@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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Taking control of your workplace retirement benefits

EST

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

Jason Short, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

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.
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.

Market and Economic Update

EST

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Craig Janaury, Senior Vice President - John Hancock Investments

Premier Wealth Partners

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

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.

Creating your retirement income: Strategies to help you live the life you've earned

EST

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

John Norman, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.
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.

Caring for aging loved ones: What to consider

EST

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

Jeffery Suhayda, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
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.

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

There is not an online event passcode

Join this event online

Rick Nahill, Business Development Director – John Hancock Investment Management

Ameriprise Financial Services, LLC

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about health care in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September 21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicare coverage.

Our guest speaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity College in Hartford CT. Rick will cover the following in our time together:

  • Medicare Parts and When to Enroll
  • Medicare Costs
  • Medigap
  • Medicare Advantage
  • Working past sixty-five

John Hancock and their representatives are not affiliated with Ameriprise Financial Services, LLC.