Upcoming Events

Planning for the Unexpected

  • Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Planning for the Unexpected: You can't predict the future, but we can help you plan for it

A Savvy Senior Series panel discussion featuring:

- Joseph S. De Sena, CFP®, MBA. Private Wealth Advisor with Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc

- Edward Wollman. Board Certified Wills, Trusts and Estates Attorney with Wollman, Gehrke & Associates, PA

- Adam Corcoran. Director of Business Development with Golden Care

- Brent Bayes. Senior Director of Sales and Marketing with The Arlington Naples

To reserve a spot: call us at 239.325.1874 or email us at alanna.m.morey@ampf.com

This is an informational event. There is no cost or obligation. Third party companies mentioned and their representatives are not affiliated with Ameriprise Financial, Inc .Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.

Past Events

Retirement on your terms

  • Matthew Mandell and Brian White, Private Wealth Advisors - Ameriprise Financial
  • Siena Wealth Advisory Group a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc

Actionable strategies and an exploration of options for your portfolio

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.

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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Retirement on your terms

  • Matthew Mandell and Brian White, Private Wealth Advisors - Ameriprise Financial
  • Siena Wealth Advisory Group a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc

Actionable strategies and an exploration of options for your portfolio

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.

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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Retirement on your terms

  • Matthew Mandell and Brian White, Private Wealth Advisors - Ameriprise Financial
  • Siena Wealth Advisory Group a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc

Actionable strategies and an exploration of options for your portfolio

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.

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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Retirement on your terms

  • Matthew Mandell and Brian Whtie, Private Wealth Advisors - Ameriprise Financial
  • Siena Wealth Advisory Group a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc

Actionable strategies and an exploration of options for your portfolio

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.

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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.