Upcoming events

2024 SEMINAR SERIES: Big Questions for a Better Retirement

EDT

Seminar1!

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Eric Magyar, Defined Contribution Specialist - Janus Handerson Investors

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 7559

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

2024 SEMINAR SERIES: Understanding Medicare A to D

EDT

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Jeff Nymark, Senior VP - First Eagle

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 call: 1-844-621-3956

Meeting Number (Access Code): 2484 664 1692#

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

2024 SEMINAR SERIES: Growing LGBTQ Wealth

EDT

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Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock

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 call: 1-844-621-3956

Meeting Number (Access Code): 2485 541 3733#

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Past events

Home, Simplified: How to create a calm, organized home with KonMari

EDT

Pond House Cafe, 1555 Asylum Ave., West Hartford, CT 06117

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Amanda Jefferson, Owner - Indigo Organizing

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

EDT

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Janet Koh, Director, Advisor Advancement Institute - New York Life

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

EST

Universalist Church of West Hartford, 433 Fern St., West Hartford, CT 06107

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

EST

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Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes

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

2024 SEMINAR SERIES: Retain Your Brain: How to Age-Proof Your Most Valuable Asset

EST

Seminar1!

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Brian Briggs, Managing Director of Applied Insights - Hartford Funds

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

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

  • Your age vs. your brain’s age
  • The importance of brain health
  • How to age-proof your brain

Please call: 1-844-621-3956

Meeting Number (Access Code): 2487 686 0124

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.

Hartford Funds 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.

6061571ACMR1123