2020 SEMINAR SERIES: Why a Roth IRA, Why Now? Valuable tips to help you reach your goals Date: Monday, September 28, 2020 Time: 12:00 PM - 1:00 PM Location: 1-866-501-1506, CODE 402 956 1640, 12 EST Login to Webex, West Hartford, CT 06107 Presented By: Keith Matthews, Regional Vice President Retirement Plan Consultant | Wealth Management Solutions - Ameriprise Financial Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Keith Matthews, Regional Vice President Retirement Plan Consultant | Wealth Management Solutions, Ameriprise Financial Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the value of balancing taxable income with tax-free income in retirement. Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls. Find out which factors to consider before choosing a Roth conversion. Join us to see if this strategy can work for you! Please call: 1-866-501-1506 Conference Code: 402 956 1640 Click this live link to login to the webex slide presentation.Meeting number: 599 903 621 Password: Welcome2 To reserve a spot: call us at 860.313.1313 or email us at chester.darling@ampf.com Share Facebook LinkedIn Twitter Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event,such as death, disability or purchase of a first home. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.
Medicare Seminar Date: Tuesday, September 29, 2020 Time: 6:00 PM - 7:00 PM Location: 1-866-501-1506, CODE 137 329 9559, 6 PM EST Login to Webex, West Hartford, CT 06107 Presented By: Peter D. Stoner, AHIP (American Health Insurance Plans) Certified Medicare Consultant/ Licensed Broker - Stoner & Company Hosted By: Stepping Stone Wealth. A private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for an educational evening that will help guide you through the Medicare system. To reserve a spot: call us at 860.313.1313 or email us at michelle.l.cosker@ampf.com Share Facebook LinkedIn Twitter Add to Calendar iCalendar Google Calendar Yahoo! Calendar Peter D. Stoner, Stoner & Company and its representatives are not affiliated with Ameriprise Financial Services, LLC.
2020 SEMINAR SERIES: The 2020 Elections and the Future of American Politics Date: Thursday, October 29, 2020 Time: 12:00 PM - 1:00 PM Location: 1-866-501-1506, CODE 402 956 1640, 12 EST Login to Webex, West Hartford, CT 06107 Presented By: Susan Olson, Vice President-Government Relations - Natixis Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Eric Foster, Managing Director, Natixis This online presentation will focus on: The Democrats and The Republicans, the wild card and the future of the Democrats and Republicans Please call: 1-866-501-1506 Conference Code: 402 956 1640 Click this live link to login to the webex slide presentation.Meeting number: 591 661 096 Password: Welcome2 To reserve a spot: call us at 860.313.1313 or email us at chester.darling@ampf.com Share Facebook LinkedIn Twitter Add to Calendar iCalendar Google Calendar Yahoo! Calendar This seminar is sponsored by Natixis. This is an informational seminar. There is no cost or obligation. Natixis and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.
National Day of Service Date: Friday, November 6, 2020 Time: 8:30 AM - 12:00 PM Location: FoodShare, 101 Reserve Rd., Hartford, CT 06114 Hosted By: Stepping Stone Wealth. A private wealth advisory practice of Ameriprise Financial Services, Inc. Come spend the day making a difference in our community. Please join us for the National Day of Service. To reserve a spot: call us at 860.313.1313 or email us at michelle.l.cosker@ampf.com Share Facebook LinkedIn Twitter Add to Calendar iCalendar Google Calendar Yahoo! Calendar
2020 SEMINAR SERIES: Social Security – Get What’s Yours Date: Monday, November 30, 2020 Time: 12:00 PM - 1:00 PM Location: 1-866-501-1506, CODE 402 956 1640, 12 EST Login to Webex, West Hartford, CT 06107 Presented By: Kevin Hansen, Director – Business Development, Retirement Solutions - Principal Funds Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Tim Duellman, Principal Funds The presentation will focus on these areas: Social Security essentials, Benefits and options, Strategies to consider Please call: 1-866-501-1506 Conference Code: 402 956 1640 Click this live link to login to the webex slide presentation.Meeting number: 590 811 921 Password: Welcome2 To reserve a spot: call us at 860.313.1313 or email us at chester.darling@ampf.com Share Facebook LinkedIn Twitter Add to Calendar iCalendar Google Calendar Yahoo! Calendar This seminar is sponsored by Principal Funds. This is an informational seminar. There is no cost or obligation. Principal Funds is not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.
2020 SEMINAR SERIES: Tax Strategies for the Current Landscape Date: Thursday, August 27, 2020 Time: 12:00 PM - 1:00 PM Location: 1-866-501-1506, CODE 402 956 1640, 12 EST Login to Webex, West Hartford, CT 06107 Presented By: Andy Brown, Sr. Wealth Management Specialist - Putnam Investments Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Anne Kinsman, Sr. Regional Advisor Consultant of Putnam Investments The presentation will focus on: Understanding the current landscape, planning considerations and strategies. Please call: 1-866-501-1506 Conference Code: 402 956 1640 Click this live link to login to the webex slide presentation. Meeting number: 598 512 654 Password: Welcome2 Putnam Investments and its representatives are not affiliated with Ameriprise Financial.Sponsored by Putnam Investments.Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice.Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.
Understanding the SECURE Act And Its Implication On Planning Date: Thursday, July 30, 2020 Time: 12:00 PM - 1:00 PM Location: 1-866-501-1506, Conference Code: 137 329 9559, 12 EST Login to Webex, West Hartford, CT 06107 Presented By: James F. Stuart, CIMA®, Senior Regional Advisor Consultant - Putnam Investments Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC This is an informational event. There is no cost or obligation. Sponsored by Putnam Investments. Putnam Investments is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial Inc. All rights reserved.
2020 SEMINAR SERIES: Navigating the college process in the new COVID-19 world Date: Wednesday, July 29, 2020 Time: 12:00 PM - 1:00 PM Location: 1-866-501-1506, CODE 402 956 1640, 12 EST Login to Webex, West Hartford, CT 06107 Presented By: Cozy Witman and Chris Wills, College Experts - College Inside Track Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Chris Wills, College Inside Track Campus visits are canceled, ACT test dates are postponed and more changes every day. How does a family conduct a search and choose a college in this new environment? Join us to learn up-to-date info on topics such as: What can I do if the college has canceled all tours? How do we navigate ACT/SAT prep timelines with newly canceled dates? What are ways I can reduce the cost of college? If you are the parent of a HS student, this is incredibly important info you will not want to miss. Please call: 1-866-501-1506 Conference Code: 402 956 1640 Click this live link to login to the webex slide presentation. Meeting number: 597 733 105 Password: Welcome2 This seminar is sponsored by College Inside Track. This is an informational seminar. There is no cost or obligation. College Inside Track is not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.
Prepare Don't Predict: Market Outlook and Opportunities Date: Thursday, July 16, 2020 Time: 12:00 PM - 1:00 PM Location: 1-866-501-1506, Conference Code: 137 329 9559, 12 EST Login to Webex, West Hartford, CT 06107 Presented By: Raymond Butti, CIMA®, CFS®, VP, Regional Coordinator - PGIM Investments, LLC Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC This is an informational event. There is no cost or obligation. Sponsored by PGIM Investments, LLC. PGIM Investments, LLC is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial Inc. All rights reserved.
Social Security – Get What's Yours Date: Thursday, July 2, 2020 Time: 12:00 PM - 1:00 PM Location: 1-866-501-1506, CODE 137 329 9559, 12 EST Login to Webex, West Hartford, CT 06107 Presented By: Tyler Dehaan, Director - Principal Financial Group Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC This seminar is sponsored by Principal Financial Group. This is an informational seminar. There is no cost or obligation. Principal Financial Group is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial Inc. All rights reserved.
