Upcoming events

Navigating your job transition

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

Being out of work can be very challenging, both financially and emotionally. Today's session will cover some important things to consider as you navigate through this transition period, including:

  • How to meet your basic expenses and manage debt while in between jobs
  • Understand what health insurance options are available
  • How to handle retirement accounts
To reserve a spot: call us at 502.253.2961 or email us at angela.tran@ampf.com
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.

Past events

Planning for the future: An approach for the whole family

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones

Plan for the Future. Maximizing Your Social Security Benefits.

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

Will Social Security provide the retirement income you need for live? This complimentary seminar will explain:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.

Knowledge is power - financial strategies for women

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

During this complimentary seminar, you'll learn about four financial considerations for women and strategies to address them. We'll discuss:

  • The income gap
  • Longer lifespans
  • Multiple roles and responsibilities
  • Life changes

College resources: Paying for college

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

During this complimentary session you'll learn more about

  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student's college and major selection can play into their financial situation

A guide to teaching financial responsibility

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:

  • Why it's important to raise financially responsible children
  • Financial basics to share with your children during key ages
  • How the examples you set and the habits your children create have lasting implications on the entire family