Upcoming events

Four Trending Investment Topics

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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

It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including:
  • Cryptocurrency
  • Meme stock
  • Real estate
  • Commodities
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.

Join us for a boat cruise

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

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

We’d love if you could come to our boat cruise. 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

Join us for some baseball

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Dunkin' Donuts Park, 1214 Main St., Hartford, CT 06103

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

The secure site on Ameriprise.com

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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 about the features and benefits of the secure site on Ameriprise.com, including:
  • How to navigate the site
  • Where to track progress and activity
  • How to view goals and other documentation
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.

2023 SEMINAR SERIES: Children of the Revolution

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Chris Davis, VP, Senior Regional Consultant - Federated Hermes

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

We believe that we are in the midst of an extended Secular Bull Market. It is fueled by the combination of a Digital Revolution and Rise of the Millennial generation. The digital revolution is rapidly shifting the jobs and skills of the future. And the rise of the millennial is changing both meaning and nature of work. While the current market turmoil may be distressing, the future is very bright indeed!

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.

Federated Hermes and their representatives are not affiliated with Ameriprise Financial Inc.

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5486186ACMR0323

Retiring on your terms

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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

Will you be able to keep your lifestyle in retirement? During this complimentary seminar, you'll learn ways to:
  • Help make your retirement dreams and goals a reality.
  • Prioritize your retirement saving and spending plans to address what is most important to you.
  • Identify risks that could throw your retirement plans off track.
  • Create a meaningful legacy today — and for when you’re gone
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.

2023 SEMINAR SERIES: Keeping More of What you Earn

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Tom Antonovich and Tim Nichols, Senior Advisor Consultants - Franklin Templeton

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

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address:

· Municipal (muni)bonds

· Why you may consider investing in a tax-free income fund
Join on Webex

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

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.

Franklin Templeton 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.

Investors should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

Income from tax-exempt municipal bonds or municipal bond funds may be subject to state and local taxes, and a portion of income may be subject to the federal and/or state alternative minimum tax for certain investors. Federal and state income tax rules will apply to any capital gains.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123

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

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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.

Maximizing your Social Security 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

Will Social Security provide the retirement income you need for life? This complimentary session will explain:
  • Whether Social Security can provide the income you need when you retire
  • How to make the most of your Social Security benefits
  • Sources of retirement income beyond Social Security

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.

2023 SEMINAR SERIES: When Your Health and Your Money Intersect

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Michael Graci, Director, Advisor Insights - BlackRock

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

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

  • Key health discussions and decisions
  • How a little preparation goes a long way
  • How your advisor can help
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.

Blackrock and their representatives are not affiliated with Ameriprise Financial Inc.

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5486186ACMR0323

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

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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 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.

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 offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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

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 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

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 offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Past events

2023 SEMINAR SERIES: Navigating Volatility- Compelling Wealth Management Conversations

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Talley Leger, Senior Equity Strategist - Invesco

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

Join us for an economic update with Talley Leger, Senior Equity Strategist for the Global Thought Leadership team at Invesco. Join this Webex to learn more about:

  • What has the greatest impact on investment results?
  • Is the market really like a casino?
  • Bear markets are always scary but don’t have to be devastating

Join on Webex

Please call: 1-844-621-3956

Meeting Number (Access Code): 2480 710 6615#

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 Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5354638ACMR01223

Caring for aging loved ones; what to consider

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

As loved ones age, families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
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.

2023 SEMINAR SERIES: 8,000 Days

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Michael Lynch, Managing Director of Applied Insights - Hartford Funds

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

With today’s extended lifespans, a person could be facing roughly 20 or more years in retirement...approximately 8,000 days. Thinking of it this way, it becomes clearer that retirement is not an end, but rather a new and complex phase of life with many unknowns. That being said, getting started on the right foot is crucial.

Join on Webex

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 473 6152#

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

Hartford 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.

5354638ACMR0123

Family Love Letter

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Donna Pagano, CFP, President - Family Love Letter

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

Information in a time of confusion

In today’s constantly changing environment, making plans to provide a sound future for your loved ones is more important than ever. Creating a Family Love Letter™ can help you with sensitive conversations with your family about preserving and transferring the legacy you leave behind.

During this complimentary online event, we will walk you through the Family Love Letter booklet so you can learn how to give your family a gift of time, love and clarity.

Each attendee household will receive a complimentary copy of the Family Love Letter booklet.

There is no cost or obligation.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

2023 SEMINAR SERIES: Power of the Fork- Not your Grandma's Nutrition Lesson

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Michelle Norris, Director of Corporate Wellness at SweatNET - in partnership with Delaware Funds by Macquarie

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

Butter or margarine? Whole eggs or egg whites? As many of us strive to make healthier nutrition choices, it’s important to understand the right way to feed our bodies.

This session dives into the often-overwhelming world of nutrition with the goal of helping us identify what foods our body needs and what foods we should work to minimize from our diet. We’ll discuss how to read nutrition labels and offer practical tips for grocery shopping, along with ideas for healthy meals and snacks!

Join Webex online

Please call: 1-844-621-3956

Meeting Number (Access Code): 2492 416 7697#

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

SweatNET and Delaware Funds by Macquarie, and their 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.

©2023 Ameriprise Financial, Inc. All rights reserved. 5354638ACMR0123