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2024 SEMINAR SERIES: Spring Clean Your Finances

CDT

Seminar1!

Join this event online

Janet Koh, Director, Advisor Advancement Institute - New York Life

Shine Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 4977291

Password: Seminar1!

For more information: call us at 651.200.3800 or email us at shinewealth@ampf.com

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

New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123D

2024 SEMINAR SERIES: Big Questions for a Better Retirement

CDT

Seminar1!

Join this event online

Eric Magyar, Defined Contribution Specialist - Janus Handerson Investors

Shine Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Please call: 1-844-621-395 6

Meeting Number (Access Code): 2486 341 7559

Password: Seminar1!
For more information: call us at 651.200.3800 or email us at shinewealth@ampf.com

This is an informational seminar. There is no cost orobligation.

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123