Upcoming events

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.

Financial Planning: A personal guide

EDT

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Brian Stumpf, Financial Advisor - Premier Wealth Partners

Premier Wealth Partners

A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy.
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.

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

Market and Economic Update

EDT

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Marcus Persichetti, Senior Vice President - Federated-Hermes

Premier Wealth Partners

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
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.

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.

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.
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.

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.
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.

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
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.