Upcoming events

2024 SEMINAR SERIES: Big Questions for a Better Retirement

PDT

Seminar1!

Join this event online

Eric Magyar, Defined Contribution Specialist - Janus Henderson

Soward & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Please call: 1-844-621-395 6

Meeting Number (Access Code): 2486 341 7559

Password: Seminar1!
For more information: call us at 951.276.8484 or email us at amanda.r.urban@ampf.com

This is an informational seminar. There is no cost orobligation.

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Annual Spring-Cleaning Shred Event

PDT

Our parking lot, 3400 Central Ave, Riverside, CA 92506

Soward & Associates

Kickoff your spring cleaning by ridding yourself of all your old documents! Join us for morning refreshments while you watch the shred truck work its magic!
We will have an assortment of donuts, breakfast bars (e.g. granola/protein) and whole fruit. Along with coffee, we will also offer hot teach, orange juice & bottled water.

To reserve a spot: call us at 951.276.8484 or email us at amanda.r.urban@ampf.com

There is no cost or obligation for this event.

Ameriprise Financial Services, LLC. Member FINRA and SIPC

@2024 Ameriprise Financial, Inc. All rights reserved.6299926ACMR0224

2024 SEMINAR SERIES: Understanding Medicare A to D

PDT

Seminar1!

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Jeff Nymark, Senior VP - First Eagle

Soward & Associates, 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

Please call: 1-844-621-3956

Meeting Number (Access Code): 2484 664 1692#

Password: Seminar1!

For more information: call us at 951.276.8484 or email us at amanda.r.urban@ampf.com

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

2024 SEMINAR SERIES: Growing LGBTQ Wealth

PDT

Seminar1!

Join this event online

Erica Seremeta, CIMA, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock

Soward & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

Please call: 1-844-621-3956

Meeting Number (Access Code): 2485 541 3733#

Password: Seminar1!

For more information: call us at 951.276.8484 or email us at amanda.r.urban@ampf.com

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Past events

2024 SEMINAR SERIES: Spring Clean Your Finances

PDT

Seminar!

Join this event online

Janet Koh, Director, Advisor Advancement Institute - New York Life

Soward & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 4977291

Password: Seminar1!

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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123D