Upcoming events

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.

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

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: 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.

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.

4/30 Live Q&A with Ameriprise and Columbia Threadneedle Investments experts

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

Join us Thursday, April 30 to hear insights on questions from Ameriprise clients like you, including:

  • What could a recovery look like and what should we be watching for?
  • How does the current market affect our investment approach?
  • What should I consider doing with my accounts for retirement?

In times of market pressure, it’s important to make sound financial decisions based on objective information. Your advisor is committed to delivering personalized advice specific to your financial goals and needs.

Listen to the replay.

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.

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.

How are you Navigating this "new normal"?

  • Amy Florian, MA, Fellow of Thanatology, CEO of Corgenius
  • Stepping Stone Wealth, a private wealth advisory prcatice of Ameriprise Financial Services, Inc.

In a very short period, life has now become different, and at times, can have us feeling like there's little solid ground beneath our feet. We would like to invite you to Join us Friday, April 24th at 12:30pm EST for a educational call to learn about finding our new balance. Amy Florian, MA and Fellow of Thanatology, CEO of Corgenius will help us understand our unique experience and share tips and skills to help adjust and navigate through our new normal. As part of our conversation with Amy, there will be time for your questions and comments. Don't miss this insightful and timely occasion.

Living Better Today & Tomorrow: Spring Fever- Safer at Home Stress Busters

  • Nigel Poulton, L.M.H.C
  • Stepping Stone Wealth, a private wealth advisory group of Ameriprise Financial Services, LLC.

Please join us for a conference call event sharing at home stress busters!

Nigel is a licensed psychotherapist and does forensic evaluations and individual group therapy within the prison system. Nigel has his life's message tattoo'd on his left arm in Chinese Kanji: Courage, perseverance, and compassion. Courage to face life, perseverance in the face of difficulty, and compassion toward fellow travelers. His favorite quote is "I would not be where I am today if I were somewhere else!"