Understanding Medicare A to D Date: Thursday, June 16, 2022 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Jeff Nymark, CIMA Minnesota Sales Director - First Eagle Funds Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC We invite you to an educational WebEx seminar event, Thursday, June 16th, 2022, 1:00-1:45 p.m.Eastern Time Hosted by: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss: • Medicare basics • Medicare coverage and costs • Medicare drug coverage: Part D • The differences between Original Medicare and Medicare Advantage • Medicare coordination benefit rules For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. First Eagle Funds 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. 4370435ACMR0322
Raising Financially Savvy Kids Date: Thursday, July 21, 2022 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh, Director-Advisor Advancement Institute - MainStay - New York Life Investments Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC We invite you to an educational WebEx seminar event, Thursday, July 21st, 2022, 1:00-1:45 p.m. Eastern Time Hosted by: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC We’ve all heard the phrase ‘Money doesn’t grow on trees’, - this is a concept that is best taught at a young age. Please join us for an educational webinar where Janet Koh will talk about why it’s important to talk to our children about money, and how to have those conversations with our kids. She’ll also share some ideas on how to get your kids involved in saving, budgeting, and even investing later on. For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. MainStay - New York Life Investments 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.4370435ACMR0322
Calm, Cool and Invested Date: Thursday, August 18, 2022 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Reggie Berg, Director - MFS Investments Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC We invite you to an educational WebEx seminar event, Thursday, August 18th, 1:00-1:45 p.m. Eastern Time Hosted by: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC No matter where you are in life, having a financial strategy is key. Investing your money today, could give it more opportunity to grow tomorrow. Join Reggie Berg, Director with MFS, for this webinar where he’ll discuss the importance of investing and why we should create a plan and stick with it, even when our emotions sometimes tell us to do otherwise. For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. MFS 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.4370435ACMR0322
Making Cash Count Date: Thursday, September 15, 2022 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Izabella Goldenberg, CFA - Goldman Sachs Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead. Please call: 1-844-621-3956 Meeting Number (Access Code): 146 339 4348# Click here to join the WebEx Password: Seminar1! For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Goldman Sachs 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. 4370435ACMR0322
Talking to Your Children – Building a plan for a healthy financial future Date: Thursday, October 20, 2022 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Erica Kay, Manager - US Wholesale Marketing, Delaware Funds by Macquarie Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, you’ll learn: · The basics of budgeting · Credit scores and cards · Paying for college · Life after college Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 601 3016# Click here to join the WebEx Password: Seminar1! For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Delaware Funds by Macquarie 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. 4647013ACMR0422
The Family Love Letter Date: Thursday, November 17, 2022 Time: 1:00 PM - 1:45 PM EST ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Karen Drancik, Senior VP - Neuberger Berman Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event: · What do you have today? · Where is it located? · Who do you contact? Please call: 1-844-621-3956 Meeting Number (Access Code): 2497 622 4687# Click here to join the WebEx Password: Seminar1! For more information: call us at 860.426.9950 or email us at sixpointwealthadvisors@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved. 4397159ACMR0322
How to Maximize Social Security Benefits Date: Wednesday, May 25, 2022 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Mary Beth Franklin, CFP TM Professional & Contributing Editor at Investment News Hosted By: Six Point Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC Join us for an exclusive opportunity to attend a virtual presentation on Thursday, May 25, 2022. The event is complimentary. Below are details about the event. In this session "How to Maximize Social Security Benefits", You will learn how your lifetime earnings and age at time of claim determines the amount of your Social Security benefits; why married couples should coordinate their Social Security claiming strategies; understand critical survivor benefit rules for widows, widowers and surviving ex-spouses; and discover do-over strategies to reverse an early claiming decision and increase future benefits. After you register, you will receive an email confirmation from WebEx with your Registration ID and the link to join the seminar. You will receive a reminder prior to the event along with access instructions. If you don’t receive the emails, please check your junk, or spam folder. This is an informational event. There is no cost or obligation. Mary Beth Franklin is 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.
7 Essentials of ESG Investing Date: Thursday, May 19, 2022 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Meera Pandit, Vice President, Global Market Strategist - JP Morgan Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC We invite you to an educational WebEx seminar event, Thursday, May 19th, 2022, 1:00-1:45 p.m. Eastern Time Join us for an educational webinar about ESG investing. Environmental, Social & Governance considerations are affecting consumer preferences and public attitudes. Policymakers are setting environmental and social goals -for some companies, this may be a headwind… but it also creates significant opportunities for those at the forefront of change. Learn how ESG is affecting the investment landscape and is changing the nature of investment flows. Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 027 1331 Click here to join the WebEx Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. JP Morgan and its representatives are bit affiliated with Ameriprise Financial, Inc. Not Federally Insured No Financial Institution Guarantee May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial
Knowing Women Date: Thursday, April 21, 2022 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Kelly, VP and Group Head, Pershing Senior Practice Management Consultant, partner - BNY Mellon Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC We invite you to an educational WebEx seminar event, Thursday, April 21st, 2022, 1:00-1:45 p.m. Eastern Time Join us for an educational webinar about women investors. Women’s economic influence and power continue to build – yet, less than one-third of women partner with a financial advisor. This presentation is designed to educate and inspire women investors to transform what, for many, is a challenging process into an energized and forward-thinking journey. Please call: 1-844-621-3956 Meeting Number (Access Code): 2484 066 5393 Click here to join the WebEx Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. Not Federally Insured No Financial Institution Guarantee May Lose Value. BNY Mellon and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved. 390706ACMR1221
Understanding Sleep and Anxiety for Optimal Performance Date: Thursday, March 17, 2022 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Melissa Milanak, PhD, Clinical Psychologist & Executive Consultant, Mind Impact Consulting - Amundi Asset Management Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC We invite you to an educational WebEx seminar event, Thursday, March 17th, 2022, 1:00-1:45 p.m. Eastern Time Join us for an educational webinar where Melissa Milanak, PhD, will describe ways for improving workplace effectiveness and quality of life by helping professionals successfully overcome various work and personal challenges to optimize performance. Learn about the balance of sleep, how it works, and things you can do to improve it. Please call: 1-844-621-3956 Meeting Number (Access Code): 2482 772 0148 Click here to join the WebEx Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. Amundi US is not affiliated with Melissa Milanak or MIND Impact Consulting Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved. 3907068ACMR1221
Student of the Market - February 2022 Date: Monday, March 14, 2022 Time: 1:00 PM - 2:00 PM EDT ONLINE EVENT PASSCODE: 2492 978 6072 Join this event online Presented By: Mark Peterson, Director, Advisor Insights - BlackRock Hosted By: Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for this timely economic and market update with Mark Peterson of BlackRock. Mark is a 25-year industry veteran with extensive expertise and experience in investment market strategies. Please call: 1-844-621-3956 Meeting Number (Access Code): 2492 978 6072# Click here to join the WebEx Password: Seminar1! This is an informational seminar. There is no cost or obligation. BlackRock and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.