Upcoming events

2021 SEMINAR SERIES: The Times They Are a Changin’ - But Are They?

  • John Diehl, Senior VP, Applied Insights - Hartford Funds
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Bob Dylan’s anthem, “The Times, They Are A-Changin’,” seems just as fitting today as it was in 1964. But are the issues we’re facing today really that unprecedented?

Join us to learn:

  • Historical perspective of past turmoil we’ve overcome
  • How to manage today’s challenges
  • Strategies to prepare for future uncertainty

Please call: 1-844-621-3956 Access code: 146 394 5609

Click this live link to join the Webex slide presentation

Meeting number: 146 394 5609 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.
To reserve a spot: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com

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

Hartford Funds and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Five things to know about Medicare

  • 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

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
To reserve a spot: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com

2021 SEMINAR SERIES: College Inside Track- 7 Insider Tips

  • Cozy Wittman, National College Search Expert - College Inside Track
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Campus visits are cancelled, ACT/SAT testing is evolving daily, your college savings may have taken a hit! How does a family do a college search in this environment? Join Cozy Wittman, National College Search Expert from College Inside Track, to learn more about effective search strategies to assure your family stays on track.

During the call we will discuss:

  • How to do an effective tour with campuses closed
  • Where to find scholarships
  • How to go about scheduling an ACT

Please call: 1-844-621-3956 Access Code: 146 254 8337

Click this live link to join the Webex slide presentation

Meeting number: 146 254 8337 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.

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

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

College Inside Track and its representatives are not affiliated with Ameriprise Financial, Inc.

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.

©2020 Ameriprise Financial, Inc. All rights reserved.

Healthy eating made easy - A Virtual Cooking Class

  • Shelley Loving, Holistic Food Educator and Nutrition Chef
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Shelley Loving is a holistic food educator and nutrition chef who believes in the power of food and how it affects our bodies. Through her real and positive approach to food, she will help educate and inspire us to really pay attention to the food we eat, how we prepare it, and how to integrate healthier options into our diets.

During this 40-minute virtual session, Shelley will show us how to make spring-inspired recipes the whole family will love. There will be time at the end for questions from the audience.

Please feel free to invite your friends or family to join this special event.

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

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

Shelley Loving is not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC

®2020 Ameriprise Financial LLC. All rights reserved.

College resources: Paying for college

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

Past events

Why a Roth IRA? Why Now?

  • 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

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
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.

Survive and Thrive with Virtual Learning

  • Ann Dolin, M. Ed., Founder and President - Educational Connections Tutoring
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Practical Strategies to Make At-Home Learning Work for You

In our parent webinar, Ann Dolin will share strategies to help you survive and thrive in this challenging school year. You’ll learn how to avoid parent-child conflict around academics with practical tips for:

  • Establishing routines and expectations that really work
  • Creating ideal spaces for virtual learning
  • Keeping kids focused while learning online
  • Minimizing distractions from video games and other screens
  • Getting your own work done at the same time (Yes, it’s possible!)

This is an informational seminar. There is no cost or obligation.Educational Connections Tutoring is not affiliated with Ameriprise Financial, Inc.Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc. All rights reserved.

Ameriprise Economic & Market Update

  • Russell Price, Chief Economist - Ameriprise Financial
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for an economic and market update with Ameriprise Chief Economist Russell Price.

Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Please call: 1-844-621-3956 Conference Code: 146 339 4348

Click this live link to login to the WebEx slide presentation

Meeting number: 146 339 4348 Password: 2020Update!

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

Investment products, including shares of mutual funds, 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.

Virtual Mixology Around the World

  • Michael Sterzl, Mixologist - Pond House Cafe
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for a virtual evening of mixology and trivia around the world!

Using recipes created by Executive Chef Josh Fiorillo of Pond House Cafe, their mixologist, Michael, will teach us how to make four holiday cocktails from across the globe while sharing the stories behind them.

This is an informational seminar. There is no cost or obligation.
Pond House Cafe 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: 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

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.