Personal Security Insights: Proven Strategies for Safeguarding Your Wealth and Family Date: Friday, May 20, 2022 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Gary Rossi, Vice President, Security Services - Fidelity Investments Hosted By: Eric Penna, BFA™, CRPC®, APMA® Private Wealth Advisor Siena Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC Join Siena Wealth Advisory Group for a virtual presentation "Personal Security Insights" where we discuss: How to make yourself a difficult target for cybercriminals Understanding & protecting your digital footprint Protecting loved ones from elder scams and more For more information: email us at alanna.m.morey@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar Fidelity and its representatives are not affiliated with Ameriprise Financial. Certified Financial Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 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. © 2022 Ameriprise Financial, Inc. All rights reserved. This is an informational seminar. There is no cost or obligation. 4711906ACMR0522
Prosper & Pose: Sunset Yoga on the Beach Date: Sunday, May 22, 2022 Time: 6:30 PM - 8:00 PM EDT Location: Via Miramar Beach, next to 2700 Gulf Shore Blvd N, Naples, FL 34103 Presented By: Jen Wyatt, Self-Discovery & Ritual Guide, 500 Hour Certified Yoga Instructor - Wander Free Wellness Hosted By: Alanna Morey, CFP®, APMA® PWA Siena Wealth Advisory Group and Viktoriya Petrushina Luxury Property Specialist Coldwell Banker Realty Join us for a Sunset Yoga session on the Beach led by Jen Wyatt of Wander Free Wellness Self-Discovery & Ritual Guide, 500 Hour Certified Yoga Instructor. Please bring your own towel. Carpooling with a friend is encouraged. Light refreshments will be served. Space is limited. RSVP to reserve your spot. To reserve a spot: email us at alanna.m.morey@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar There is no cost or obligation for this event. Coldwell Banker Realty is not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.4727276ACMR0522
Unlock Your Financial Power: Investing for Women Date: Friday, April 29, 2022 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: SWAG2022! Join this event online Presented By: Linda Duessel, CFA®, CPA, CFP®, Senior Equity Strategist, Senior Vice President - Federated Hermes Hosted By: Alanna Morey, CFP®, APMA® Private Wealth Advisor Siena Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC Join Siena Wealth Advisory Group and Federated Hermes for a virtual presentation "Unlock Your Financial Power: Investing for Women" where we discuss: Investing considerations, through the female lens cultivating investing confidence Working with an advisor to create a financial action plan Federated Hermes and its representatives are not affiliated with Ameriprise Financial. Certified Financial Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 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.© 2022 Ameriprise Financial, Inc. All rights reserved. 4643389ACMR0422 This is an informational seminar. There is no cost or obligation.
Guide to the Markets Bring-A-Friend Lunch Date: Friday, April 8, 2022 Time: 12:00 PM - 1:00 PM EDT Location: Trento in Farmingdale, 1058 Broadhollow Rd, Farmingdale, NY 11735 Presented By: Meera Pandit, Executive Director, Global Market Strategist - J.P. Morgan Hosted By: Matthew Mandell, CFP®, CRPC®, RICP® Join us for a special market update with Meera Pandit, a Global MarketStrategist on the J.P. Morgan Asset Management Global Market InsightsStrategy Team. We encourage you to bring a guest or two who is open to meeting us. 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. © 2022 Ameriprise Financial, Inc. All rights reserved. 4628575ACMR0322
EMPOWER the Young Investor Date: Friday, March 25, 2022 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: SWAG2022! Join this event online Presented By: Candice N. Tse, Consumer and Investment Management - Goldman Sachs Hosted By: Chris Mirandi, APMA, Financial Advisor, Siena Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC By instilling healthy financial habits in your children and grandchildren, you're providing them with the tools they need to become financially independent. Join Siena Wealth Advisory Group and Goldman Sachs for a virtual presentation on how to EMPOWER the young investor. This is an informational seminar. There is no cost or obligation. Goldman Sachs and their representatives are note affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. 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.© 2022 Ameriprise Financial, Inc. All rights reserved.4355178ACMR0322
Market Review and Outlook Date: Friday, March 11, 2022 Time: 12:00 PM - 1:00 PM EST ONLINE EVENT PASSCODE: SWAG2022! Join this event online Presented By: Anwiti Bahuguna, Head of Multi Asset Strategy Senior Portfolio Manager - Columbia Threadneedle Investments Hosted By: Alanna Morey, CFP, ®, APMA® Private Wealth Advisor and Joseph De Sena, CFP®, MBA Private Wealth Advisor Siena Wealth Advisory Group Join us for a special market update with Anwiti Bahuguna, Head of Multi Asset Strategy and Senior Portfolio Manager with Columbia Threadneedle Investments. This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. This seminar is sponsored by Columbia Management Investment Advisers, LLC. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. 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. Columbia Threadneedle and Ameriprise Financial Services, LLC, are affiliated. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2022 Ameriprise Financial, Inc. All rights reserved. 4319812ACMR0222
Keeping Clients "Buckled-in" Date: Friday, February 25, 2022 Time: 12:00 PM - 1:00 PM EST ONLINE EVENT PASSCODE: SWAG2022! Join this event online Presented By: Eric Fracasso, Senior Advisor Consultant - Invesco Hosted By: Chris Mirandi, APMA, Financial Advisor, Siena Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC One of the greatest challenges facing investors is not managing portfolios but managing emotions. Join Siena Wealth Advisory Group and Invesco for a virtual presentation on Keeping "Buckled-in" during times of volatility. This is an informational seminar. There is no cost or obligation. Eric Fracasso, Invesco and its representatives are not affiliated with Ameriprise Financial. 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.© 2022 Ameriprise Financial, Inc. All rights reserved.4253921ACMR0222