Upcoming Events

Wine Tasting

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

Please join us for an evening of wine tasting and hors d'oeuvres. We will be relaxing and enjoying each other's conversations.

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

Family Love Letter

  • Camille Gagliardi, CFP®, CIMA®, BFA™, MBA, Financial Advisor & Chester Darling, CFP®, ChFC®, CLU®, APMA®, RICP®, Financial Advisor
  • Stepping Stone Wealth. A private wealth advisory practice of Ameriprise Financial Services, Inc.

In today's constantly changing environment, making plans to provide a sound future for your loved ones is more important than ever.

Creating a Family Love LetterTM can help you with sensitive conversations with your family about preserving and transferring the legacy you leave behind.

During this complimentary event, Camille and Chester will walk you through the Family Love Letter brochure so you can learn how to give your family a gift of time, love, and clarity.

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

The Family Love Letter and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Certified Financial Planner Board of Standards Inc.owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

2020 SEMINAR SERIES: Getting the most of your Medicare Benefits

  • Kevin Hansen, Director - Business Development, Retirement Solution - Principal Funds
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Tim Dulleman, Senior Director at Principal Funds

You’ve provided for yourself and likely others, too — now it’s important to make a plan that will help you live confidently in retirement. In this seminar you will learn about:

• Healthcare top concerns

· Household healthcare costs

· Medicare

· Medigap

· Medicare pros and cons

· Costs

· Enrollment period

· Things to consider

· Resources

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

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

Meeting number: 590 015 519 Password: Welcome2

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 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.

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: Responsible Investing: Aligning Your Financial Goals With Your Values

  • Scott Mackey, Vice President, Responsible Investment Strategy Specialist - Eaton Vance
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Brian Johnson, Regional Director at Eaton Vance

In this seminar learn about:

· Responsible Investing for a changing world

· Trends to watch in Responsible Investing

· What makes Calvert’s approach unique

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

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

Meeting number: 590 073 340 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.

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

This seminar is sponsored by Eaton Vance.

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

Eaton Vance is not affiliated with Ameriprise Financial, Inc.

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.

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

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

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.

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.

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

Past Events

2020 SEMINAR SERIES: The financially confident woman

  • Kara Sherman, District Vice President - Annuities - RiverSource Annuities
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Josh Liebelt, RiverSource Annuities

You’ve provided for yourself and likely others, too — now it’s important to make sure you’ve taken the right steps to live confidently in retirement. Learn how to: • Help make your money last throughout your retirement • Maintain your same lifestyle in retirement • Prepare for the impact of unexpected events • Create a legacy for those you love or causes you care about

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

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

Meeting number: 590 772 555 Password: Welcome2

Thank you in advance for entering your name and email address to attend.

This seminar is sponsored by RiverSource Annuities.

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

Before you purchase a life insurance policy or annuity contract, be sure to ask your financial advisor to explain the features, benefits, risks and fees, and whether the product is appropriate for you based upon your financial situation and objectives.

The Ameriprise Financial Services, Inc. insurance agency license number is ‘CA License #0684538’.

RiverSource Distributors, Inc. (Distributor), Member FINRA. Issued byRiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York.Affiliated with Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Community Breakfast

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

Please join us in supporting our local community by serving food at a community breakfast with Foodshare, our regional food bank serving Hartford and Tolland counties.

Identity Theft

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

Please join us for an educational evening about how to protect yourself from identity theft.