Upcoming events

Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

EDT

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Samuel J. Adams , Vice President, Market Leader US Wealth Advisory - BlackRock

Alanna Morey, CFP ®, APMA® Private Wealth Advisor, Siena Wealth Advisory Group

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join us for an overview of:

  • How Social Security benefits work for you and your spouse
  • When and how to start receiving Social Security benefits
  • Opportunities to increase your benefits throughout retirement
For more information: call us at 239.325.1874 or email us at alanna.m.morey@ampf.com

This is an informational seminar. There is no cost or obligation. Sienna Wealth Advisory Group is a private wealth advisory practice of Ameriprise Financial Services, LLC. BlackRock 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.4930045ACMR0922

Past events

Market Update Seminar & Roundtable

EDT

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Alanna Morey, CFP, ®, APMA®, Private Wealth Advisor Managing Director

Matt Mandell, CFP®, CRPC®, RICP®; Brian White, CFP®, CRPC®, RICP®; Eric Penna, APMA®, CRPC®, BFA; Joseph De Sena, CFP®, MBA

Join us for a virtual roundtable discussion on the current market volatility, economic conditions and considerations for investors.

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. 4757091ACMR0522

Prosper & Pose: Sunset Yoga on the Beach

EDT

Via Miramar Beach, next to 2700 Gulf Shore Blvd N, Naples, FL 34103

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.

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

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

EDT

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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

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

Unlock Your Financial Power: Investing for Women

EDT

SWAG2022!

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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

EDT

Trento in Farmingdale, 1058 Broadhollow Rd, Farmingdale, NY 11735

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