2024 SEMINAR SERIES: Understanding Medicare A to D Date: Thursday, May 16, 2024 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jeff Nymark, Senior VP - First Eagle Hosted By: 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 Please plan to join the Microsoft Teams event to listen in and view the presentation. Dial-in by phone: 1-612-351-0276 Conference ID: 290 045 231# For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. © 2023 Ameriprise Financial, Inc. All rights reserved.6087283ACMR1123
2024 SEMINAR SERIES: Growing LGBTQ Wealth Date: Thursday, June 20, 2024 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC In this presentation we’ll discuss trends, challenges, and unique statistics related to the LGBTQ+ community. We will also go over aspects of investing as well as actionable items you can take away to improve your financial future. The presentation will include: LGBTQ+ numbers that matter Challenges facing the LGBTQ+ community Investing beyond the headlines Building your foundation for wealth and well-being Please plan to join the Microsoft Teams event to listen in and view the presentation. Dial-in by phone: 1-612-351-0276 Conference ID: 403 652 869# For more information: call us at 860.313.1313 or email us at steppingstonewealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. © 2023 Ameriprise Financial, Inc. All rights reserved.6087283ACMR1123
2024 SEMINAR SERIES: Big Questions for a Better Retirement Date: Thursday, April 18, 2024 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Eric Magyar, Defined Contribution Specialist - Janus Handerson Investors Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness. Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 341 7559Password: Seminar1! 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. © 2023 Ameriprise Financial, Inc. All rights reserved.6087283ACMR1123
Home, Simplified: How to create a calm, organized home with KonMari Date: Tuesday, March 26, 2024 Time: 5:45 PM - 8:00 PM EDT Location: Pond House Cafe, 1555 Asylum Ave., West Hartford, CT 06117 Join this event online Presented By: Amanda Jefferson, Owner - Indigo Organizing Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC "Home, Simplified: How to create a calm, organized home with KonMari" – HYBRID EVENT – you can join in person or online! The KonMari Method®️ is the revolutionary process of decluttering and organizing pioneered by Marie Kondo. Kondo's unique process focuses on surrounding yourself with only those things that "spark joy." Kondo's unique process focuses on surrounding yourself with only those things that "spark joy." KonMari consultant, Amanda Jefferson, will share the secrets of the KonMari Method®️ with an additional focus on digital organizing and downsizing in retirement - so that you'll leave this seminar ready to get started. Buffet-style dinner will be served. To join online, live stream is from 6:30 pm - 7:30 pm. Register online: https://ampfadvisors.webex.com/weblink/register/rc66e77b82f2babbc369b17d8fd12f30f Password: Welcome2! 6423608ACMR0324 There is no cost or obligation for this event.
2024 SEMINAR SERIES: Spring Clean Your Finances Date: Thursday, March 21, 2024 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh, Director, Advisor Advancement Institute - New York Life Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: Organizing different forms/statements Budgeting, cash management tools Retirement (contributions, asset allocation, education, etc.) Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 4977291 Password: Seminar1! This is an informational seminar. There is no cost or obligation. 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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123D
Connecticut Foodshare Community Breakfast Date: Monday, February 26, 2024 Time: 7:30 AM - 10:00 AM EST Location: Universalist Church of West Hartford, 433 Fern St., West Hartford, CT 06107 Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC We invite you to join us in supporting our local community by handing out packed breakfast with Foodshare, our regional food bank serving Hartford and Tolland counties. Please RSVP by Friday, February 23rd. Space is limited. There is no cost or obligation for this event.
2024 SEMINAR SERIES: AI Revolution Date: Thursday, February 15, 2024 Time: 1:00 PM - 1:45 PM EST ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes Hosted By: Stepping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by, and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary! Please call: 1-844-621-3956 Meeting Number (Access Code): 2497 896 8391 Password: Seminar1! This is an informational seminar. There is no cost or obligation. 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. Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved.6061571ACMR1123