Upcoming events

Social Security and Retirement Planning: A Hit or Myth Proposition

EDT

Pond House Cafe, 1555 Asylum Ave., West Hartford, CT 06117

You must RSVP to receive access credentials for this event or seminar

Kurt Czarnowski, Principal - Czarnowski Consulting

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for an educational evening about the facts and myths surrounding your social security. This event is available in person and virtually.

Family and guests you think may benefit from meeting our team are welcome!

Space is limited. To RSVP, please call us at 860-313-1313 or email us at SteppingStoneWealth@ampf.com by Tuesday, September 26th, and let us know the number of guests you would like to invite and if you would like to join in person or virtually.

Online stream of the speaker's audio and presentation deck is from 6:30 PM ET to 7:30 PM ET.

To reserve a spot: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com
RSVP Online

This is an informational event. There is no cost or obligation for this event.

Czarnowski Consulting is not affiliated with Ameriprise Financial, Inc.

Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions.
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Maximizing your Social Security benefits.

EDT

Welcome2!

Join this event online

Chester Darling, CFP®, ChFC®, RICP®, CLU®, APMA®, Financial Advisor - Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Will Social Security provide the retirement income you need for life? This complimentary session 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

For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com
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.

2023 SEMINAR SERIES: When Your Health and Your Money Intersect

EDT

Seminar1!

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Michael Graci, Director, Advisor Insights - BlackRock

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

  • Key health discussions and decisions
  • How a little preparation goes a long way
  • How your advisor can help
For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com
RSVP Online

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

Blackrock and their representatives are not affiliated with Ameriprise Financial Inc.

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

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Living well today and tomorrow: Actionable strategies and exploration of options for your portfolio

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Welcome2!

Join this event online

Chester Darling, CFP®, ChFC®, RICP®, CLU®, APMA®, Financial Advisor - Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary seminar, you'll learn actionable strategies that can help you:
  • Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.
  • Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.
  • Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.
  • Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order.
For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com

Before you purchase, be sure to ask your advisor about the life insurance policy’s features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives.

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 offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Join us for National Day of Service

EST

450 Woodland Ave, Bloomfield, CT 06002

You must RSVP to receive access credentials for this event or seminar

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Come spend time making a difference in our community. Please join us for the National Day of Service.
For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com

2023 SEMINAR SERIES: Things I Learned: A Caregiver's Journey

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Seminar1!

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Liz Flint, Business Development Consultant - MFS

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover:

  • Resources for you to share to make a meaningful difference in their lives
  • Understanding what is really needed in these circumstances
  • Preparing for the future

The tools and resources in this presentation will enable you to be the very best version of yourself as a caregiver.

Presented by Liz Flint, Business Development Consultant, MFS

Please call: 1-844-621-3956 Meeting Number (Access Code): 2483 037 2554#

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.

For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com
RSVP Online

MFS and their 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 This is an informational seminar. There is no cost or obligation.

Services, LLC.Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

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Plan for the future. How an estate plan helps put you in control.

EST

Welcome2!

Join this event online

Chester Darling, CFP®, ChFC®, RICP®, CLU®, APMA®, Financial Advisor - Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary seminar, you’ll learn ways to:
  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.
For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com

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 offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Past events

Understanding Medicare: The ins and outs of Medicare Coverage

EDT

Join this event online

Rick Nahill, Business Development Director – John Hancock Investment Management - Affliated

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about health care in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September 21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicare coverage.

Our guest speaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity College in Hartford CT. Rick will cover the following in our time together:

  • Medicare Parts and When to Enroll
  • Medicare Costs
  • Medigap
  • Medicare Advantage
  • Working past sixty-five

Creating your retirement income: Strategies to help you live the life you've earned

EDT

Welcome2!

Join this event online

Chester Darling, CFP®, ChFC®, RICP®, CLU®, APMA®, Financial Advisor - Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.
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 Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

2023 SEMINAR SERIES: Keeping More of What you Earn

EDT

Seminar1!

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Tom Antonovich and Tim Nichols, Senior Advisor Consultants - Franklin Templeton

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address:

· Municipal (muni)bonds

· Why you may consider investing in a tax-free income fund
Join on Webex

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

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

Franklin Templeton 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.

Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

Income from tax-exempt municipal bonds or municipal bond funds may be subject to state and local taxes, and a portion of income may be subject to the federal and/or state alternative minimum tax for certain investors. Federal and state income tax rules will apply to any capital gains.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123

Retiring on your terms

EDT

Welcome2!

Join this event online

Chester Darling, CFP®, ChFC®, RICP®, CLU®, APMA®, Financial Advisor - Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:
- Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
- Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
- Create a meaningful legacy today — and for when you're gone.
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 Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Blood Drive with the American Red Cross

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Simsbury Public Library, 725 Hopmeadow Street, Simsbury, CT 06070

King Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

Is helping others a key component of you living your best life?

Every two seconds someone in the U.S. needs blood. It is essential for surgeries, cancer treatment, chronic illnesses, and traumatic injuries. Whether a patient receives whole blood, red cells, platelets or plasma, this lifesaving care starts with one person making a generous donation.

One donation equals…
· 45 minutes from sign in through refreshments
· 5-10 minutes of actual donation time. (No seriously, just 5-10 minutes).
· 1 good deed to feel great about.

To meet this critical need in our community, our office is partnering with the American Red Cross, and the Simsbury Public Library to co-sponsor a blood drive on Tuesday July 25thfrom 1-6pm.

If you are interested to donate, please register on the events tab of our website, adding in the comments section your preferred appointment time. The King Wealth Solutions team will be onsite at the library providing moral support and handing out refreshments!!

There is no cost or obligation to attend. The American Red Cross and Simsbury Public Library and their representatives are not affiliated with Ameriprise Financial, Inc. 613387ACMR0423