Upcoming events

College resources: Paying for college

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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

EDT

Elizabeth Park, 1561 Asylum Avenue, West Hartford, CT 06117

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

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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.

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2022 SEMINAR SERIES: Making Cash Count

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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.

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Protecting Your Data: Aware and Prepared

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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.

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

EDT

Welcome2!

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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

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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

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Welcome2!

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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

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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.

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

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Welcome2!

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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

EST

Hartford Flavor Company, 30 Arbor St, Ste 107, Hartford, CT 06106

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

2022 SEMINAR SERIES: Raising Financially Savvy Kids

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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!

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

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

EDT

Welcome2!

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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.
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.

Thimble Islands Cruise

EDT

Thimble Islands Ferry Service, 4 Indian Point Rd., Branford, CT 06405

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.

Market and Economic Perspectives Update: Macro Snapshot

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John Tousley, Managing Director, Strategic Advisory Solutions - Goldman Sachs

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

Please join us for a timely economic and market update with John Tousley, Managing Director, Strategic Advisor Solutions, with Goldman Sachs. John heads the Global Market Strategy team at Goldman Sachs focusing on global capital market insight, macro strategy, and implementation.

If joining by phone:

Please call: 1-844-621-3956

Meeting Number (Access Code): 2489 096 3403#

Password: MarketUpdate1!

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.

4776296ACMR0622

Market & Economic Perspectives

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Maria Li, CFA®, Senior Market Strategist - Goldman Sachs Asset Management

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

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 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, LLC. All rights reserved.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S.