Upcoming events

Personal Security Insights: Proven Strategies for Safeguarding Your Wealth and Family

  • Gary Rossi, Vice President, Security Services - Fidelity Investments
  • 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

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

  • Jen Wyatt, Self-Discovery & Ritual Guide, 500 Hour Certified Yoga Instructor - Wander Free Wellness
  • 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

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

Past events

Unlock Your Financial Power: Investing for Women

  • EDT
  • SWAG2022!
    • Join this event online
  • Linda Duessel, CFA®, CPA, CFP®, Senior Equity Strategist, Senior Vice President - Federated Hermes
  • 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

  • Meera Pandit, Executive Director, Global Market Strategist - J.P. Morgan
  • 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

  • EDT
  • SWAG2022!
    • Join this event online
  • Candice N. Tse, Consumer and Investment Management - Goldman Sachs
  • 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

  • EST
  • SWAG2022!
    • Join this event online
  • Anwiti Bahuguna, Head of Multi Asset Strategy Senior Portfolio Manager - Columbia Threadneedle Investments
  • 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"

  • EST
  • SWAG2022!
    • Join this event online
  • Eric Fracasso, Senior Advisor Consultant - Invesco
  • 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