Upcoming events

2022 SEMINAR SERIES: 7 Essentials of ESG Investing

  • EDT
  • Seminar1!
  • Join this event online
  • Meera Pandit, Vice President, Global Market Strategist - JP Morgan
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an educational webinar about ESG investing. Environmental, Social & Governance considerations are affecting consumer preferences and public attitudes. Policymakers are setting environmental and social goals -for some companies, this may be a headwind… but it also creates significant opportunities for those at the forefront of change. Learn how ESG is affecting the investment landscape and is changing the nature of investment flows.

Dial-in: 1-844-621-3956

Meeting Number (Access Code): 2486 027 1331

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

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

JP Morgan and its representatives are bit affiliated with Ameriprise Financial, Inc.

Not Federally Insured

No Financial Institution Guarantee

May Lose Value

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3907068ACMR1221

2022 SEMINAR SERIES: Understanding Medicare A to D

  • EDT
  • Seminar1!
  • Join this event online
  • Jeff Nymark, CIMA and Minnesota Sales Director - First Eagle Funds
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

  • Medicare basics
  • Medicare coverage and costs
  • Medicare drug coverage: Part D
  • The differences between Original Medicare and Medicare Advantage
  • Medicare coordination benefit rules

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2486 700 3833#

Password: Seminar1!

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

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

First Eagle Funds 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

Thimble Islands Cruise

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

Please join us for a Thimble Islands Cruise and get a chance to see the sunset from the water. Relax and enjoy the sights as we glide over the peaceful waters.

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

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

  • 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
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
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.

2022 SEMINAR SERIES: Raising Financially Savvy Kids

  • EDT
  • Seminar1!
  • Join this event online
  • Janet Koh, Director-Advisor Advancement Institute - MainStay - New York Life Investments
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

We’ve all heard the phrase ‘Money doesn’t grow on trees’, - this is a concept that is best taught at a young age. Please join us for an educational webinar where Janet Koh will talk about why it’s important to talk to our children about money, and how to have those conversations with our kids. She’ll also share some ideas on how to get your kids involved in saving, budgeting, and even investing later on.

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2494 614 8819#

Password: Seminar1!

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

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

MainStay - New York Life Investments 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

College resources: Paying for college

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

Garden Tour and Brunch

  • Elizabeth Park Conservancy
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for a tour of Elizabeth Park where we will learn about the history of the plants and the park. Afterwards, we will enjoy a delicious brunch and socialize at the Pond House Cafe located inside the park.

Space is limited. Please RSVP by Tuesday, August 2nd.

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

There is no cost or obligation for this event.

2022 SEMINAR SERIES: Calm, Cool, and Invested

  • EDT
  • Seminar1!
  • Join this event online
  • Reggie Berg, Director - MSF Investments
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

No matter where you are in life, having a financial strategy is key. Investing your money today, could give it more opportunity to grow tomorrow. Join Reggie Berg, Director with MFS, for this webinar where he’ll discuss the importance of investing and why we should create a plan and stick with it, even when our emotions sometimes tell us to do otherwise.

Dial In: 1-844-621-3956

Meeting Number (Access Code): 2487 589 1766#

Password: Seminar1!

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

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

2022 SEMINAR SERIES: Making Cash Count

  • EDT
  • Seminar1!
  • Join this event online
  • Izabella Goldenberg, CFA - Goldman Sachs
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

Please call: 1-844-621-3956

Meeting Number (Access Code): 146 339 4348#

Password: Seminar1!

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

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

Goldman Sachs 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

Protecting Your Data: Aware and Prepared

  • EDT
  • Welcome2!
  • Join this event online
  • Sheridan Culhane, Business Development Consultant - MFS
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com

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

MFS and its representatives are not affiliated with Ameriprise Financial.

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.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4500754ACMR0322

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

  • 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
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.

2022 SEMINAR SERIES: Talking to Your Children

  • EDT
  • Seminar1!
  • Join this event online
  • Erica Kay, Manager of US Wholesaler Marketing
  • Delaware Funds by Macquarie

During this complimentary session, you'll learn more about:

  • The basics of budgeting
  • Credit scores and cards
  • Paying for college
  • Life after college

Please call: 1-844-621-3956

Meeting Number (Access Code): 2487 601 3016#

Password: Seminar1!

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.

Delaware Funds by Macquarie 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.4647013ACMR0422

Taking control of your workplace retirement benefits

  • 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
Learn how to maximize your workplace retirement benefits in your overall retirement plan. During this complimentary seminar you’ll learn:
  • Why retirement planning matters
  • Investment strategies to consider
  • About your workplace retirement benefits and how they can help you reach your retirement goals
  • Simple steps you can take to control your situation
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.

2022 SEMINAR SERIES: The Family Love Letter

  • EST
  • Seminar1!
  • Join this event online
  • Karen Drancik, Senior VP - Neuberger Berman
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event:

  • What do you have today?
  • Where is it located?
  • Who do you contact?

Please call: 1-844-621-3956

Meeting Number (Access Code): 2497 6224687#

Password: Seminar1!

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

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

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.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4397159ACMR0322

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

  • 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 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
  • Help make your savings last
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.

Cocktail Reception

  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
Please join us for an evening of cocktails and hors d’oeuvres. We will relax and enjoy each other's conversation. Cheers!
To reserve a spot: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com

Past events

Navigating your job transition

  • 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
Being out of work can be very challenging, both financially and emotionally. Today’s session will cover some important things to consider as you navigate through this transition period, including how to:
  • Evaluate your current cash situation
  • Manage your debt and retirement accounts while in between jobs
  • Develop an action plan to follow during this transitional phase and as you look for a new job
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.

Baseball

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

Earth Day Shred Event

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

Unwanted papers cluttering up your filing cabinet? You're invited to bring your documents to our on-site shredding event.

Pastries and coffee will be provided.

Feel free to bring friends and family!

There is no cost or obligation for this event.

2022 SEMINAR SERIES: Knowing Women

  • EDT
  • Seminar1!
  • Join this event online
  • Janet Kelly, VP and Group Head, Pershing Senior Practice Management Consultant - BNY Melon
  • Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an educational webinar about women investors. Women’s economic influence and power continue to build – yet, less than one-third of women partner with a financial advisor. This presentation is designed to educate and inspire women investors to transform what, for many, is a challenging process into an energized and forward-thinking journey.

Dial-in: 1-844-621-3956

Meeting Number (Access Code): 2484 066 5393

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

Not Federally Insured

No Financial Institution Guarantee

May Lose Value

BNY Mellon and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

390706ACMR1221

Investing for the life you've earned - today and tomorrow

  • 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
Are your investments working hard enough for you? During this complimentary session, you’ll learn about:
  • Seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break financial planning into manageable and actionable steps
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.