Upcoming events

Prepare Don't Predict: Market Outlook and Opportunities

  • Raymond Butti, CIMA®, CFS®, VP, Regional Coordinator - PGIM Investments, LLC
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
To reserve a spot: call us at 860.313.1313 or email us at michelle.l.coskner@ampf.com

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.

2020 SEMINAR SERIES: Navigating the college process in the new COVID-19 world

  • Cozy Witman and Chris Wills, College Experts - College Inside Track
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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

To reserve a spot: call us at 860.313.1313 or email us at chester.darling@ampf.com

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.

Understanding the SECURE Act And Its Implication On Planning

  • James F. Stuart, CIMA®, Senior Regional Advisor Consultant - Putnam Investments
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
To reserve a spot: call us at 860.313.1313 or email us at michelle.l.coskner@ampf.com

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: Tax Strategies for the Current Landscape

  • Andy Brown, Sr. Wealth Management Specialist - Putnam Investments
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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
To reserve a spot: call us at 860.313.1313 or email us at chester.darling@ampf.com

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.

Baseball

  • Stepping Stone Wealth. A private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for a day at the ballpark! We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game from our reserved seats.

To reserve a spot: call us at 860.313.1313 or email us at michelle.l.cosker@ampf.com

2020 SEMINAR SERIES: Why a Roth IRA, Why Now? Valuable tips to help you reach your goals

  • Keith Matthews, Regional Vice President Retirement Plan Consultant | Wealth Management Solutions - Ameriprise Financial
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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

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

  • Peter D. Stoner, AHIP (American Health Insurance Plans) Certified Medicare Consultant/ Licensed Broker - Stoner & Company
  • Stepping Stone Wealth. A private wealth advisory practice of Ameriprise Financial Services, Inc.

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

Peter D. Stoner, Stoner & Company and its representatives are not affiliated with Ameriprise Financial Services, Inc.

2020 SEMINAR SERIES: The 2020 Elections and the Future of American Politics

  • Susan Olson, Vice President-Government Relations - Natixis
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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

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

  • 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

2020 SEMINAR SERIES: Social Security – Get What’s Yours

  • Kevin Hansen, Director – Business Development, Retirement Solutions - Principal Funds
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • 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

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.

Past events

Social Security – Get What's Yours

  • Tyler Dehaan, Director - Principal Financial Group
  • 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.

2020 SEMINAR SERIES: Planning for Life’s Big Moments

  • Stefanie Azzarelli, Vice President - Institutional Insurance - Fidelity Investments
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Bill Rothschild, Regional Director at Fidelity Investments

You’ve provided for yourself and likely others, too — now it’s important to have a peace of mind with a plan in place to be prepared for both dreams and detours alike. Learn how to handle changes in relationships,unplanned retirement, changes in health, and leaving a legacy.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 592 455 Password: Welcome2

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 seminar is sponsored by Fidelity Investments.

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

Fidelity Investments is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Behavioral Finance – Why Investors Make The Decisions They Do

  • Brian Winman, Regional Director - Fidelity Institutional Asset Management
  • 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 Fidelity Institutional Asset Management.

Fidelity Institutional Asset Management is not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved.

Student of the Market

  • Derek Januario, Vice President - BlackRock
  • 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 BlackRock.

BlackRock is not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved.

Thimble Island Dinner Cruise

  • Stepping Stone Wealth. A private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for a Thimble Island Dinner Cruise and get a chance to see the sunset from the water.