Past events

Virtual Event: Planning for the Unexpected

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

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 De Sena, CFP®, MBA, Private Wealth Advisor. Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

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

- Adam Corcoran, Director of Business Development. Golden Care.

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

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.

2906992ACMR0120

10 Principles of Long-Term Investing Resilience

  • Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial LLC

We cordially invite you to this special virtual seminar

10 Principles of Long-Term Investing Resilience

Presented by:

Michael Miller, Director, with MFS Investment Management

Virtual Meeting via WebEx & Conference Call

Cost: no cost to you! We’re here to help you and those you care about most. All we ask is that you forward this invitation to any of you rfriends, family or neighbors who may benefit from this seminar.

This is an informational seminar. There is no cost or obligation.

MFS Investment Management and its representatives are not affiliated with Ameriprise Financial.

Diversification and asset allocation strategies can help protect against certain investment risks, but do not assure a profit or protect against loss.

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.

CARES Act-conference call

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

As you may know, the recent Coronavirus Aid, Relief and Economic Security (CARES) Act has many provisions to support individuals and businesses. Considering this, we’ve put together a call to help keep you informed.

The call will feature guest speaker, Lon Davis, Regional Vice President—Retirement Plans Consultant with Ameriprise Financial. We hope you’ll join us for this opportunity to hear Lon share the highlights of the CARES Act with us.

This is an informationalseminar. There is no cost or obligation.

Ameriprise Financial, Inc. andits affiliates do not offer tax or legal advice. Consumers should consult withtheir tax advisor or attorney regarding their specific situation.

3046752ACMR0420

Market Update Call with Goldman Sachs

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

Please join us for a special market update call on Wednesday, April 8, 2020 at 10:00a.m. EST.

The call will feature guest speaker, Galey Gravenstein, Director and Vice President of Investment Management for Goldman Sachs. We hope you’ll join us for this opportunity to hear Galey share the “Market Pulse” from Goldman Sachs with us. You will have the opportunity to ask questions as well.

Please RSVP to Alanna Morey at alanna.m.morey@ampf.com or call (239) 325-1874.

Meeting details will be provided upon your response.

This is an informational seminar. There is no cost or obligation.

Goldman Sachs and its representatives are not affiliated with Ameriprise Financial.

3013822ACMR0320

Market Volatility

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

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:

  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty