Upcoming events

Washington Update

EST

Join this event online

Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments

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

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

To reserve a spot: 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.

Fidelity Investments and their representatives are not affiliated to Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6717790ACMR0724

Past events

Join us for National Day of Service

EDT

Foodshare, 450 Woodland Ave, Bloomfield, CT 06002

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

Come spend time making a difference in our community. Please join us for the National Day of Service.

People Care About Elections. Markets Don't.

EDT

Join this event online

Brian Levitt, Global Market Strategist - Invesco

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

Learn why Presidents have historically had less impact on markets than people tend to believe.

Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

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.

Invesco and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

Estate Planning 101 Dinner Seminar

EDT

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

Laura R Capon, Esq. - Burnham, Capon & Wimer, LLC

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

Join us for an informative evening at Pond House Cafe, where we are delighted to host a special event featuring local attorney, Laura R Capon. Laura will present "Estate Planning 101", offering valuable insights and practical advice on how to effectively plan for the future. Enjoy a delicious buffet dinner while gaining knowledge that could help secure your legacy.

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There is no cost or obligation for this event.

7 Things No One Tells You About Retirement

EDT

Join this event online

Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle

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

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

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.

Columbia Threadneedle and their representatives are affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

The Home Stretch: Seven Things To Do in the Decade Before You Retire

EDT

Join this event online

Tim Nichols, VP-Senior Advisor Consultant - Franklin Templeton

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

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss

  • Seven important things you should do before retirement
  • How to identify potential hurdles
  • Strategies you can use to help successfully cross the finish line

Please plan to join the Microsoft Teams Webinar event to listen in and view the presentation.

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. This is an informational seminar. There is no cost or obligation. Franklin Templeton and their representatives are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724