Knowledge is power - Financial strategies for women Date: Wednesday, June 21, 2023 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors During this complimentary session, we'll discuss four areas that can impact women's financial lives and offer some strategies to help:Address the income gapPlan for a longer lifespanManage multiple roles and responsibilities at home, work and in the communityApproach life changes and unexpected events To reserve a spot: call us at 715.422.7604 or email us at StrongBridgeWealth@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
Plan for the future. How an estate plan helps put you in control. Date: Wednesday, July 19, 2023 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Jordan Kawlewski , Financial Advisor - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors 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. To reserve a spot: call us at 715.422.7604 or email us at StrongBridgeWealth@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
College resources and paying for college Date: Wednesday, October 18, 2023 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors During this complimentary session you'll learn more about:College savings plansThe financial aid process and how to applyLoan and repayment optionsHow your student's college and major selection can play into their financial situation To reserve a spot: call us at 715.422.7604 or email us at StrongBridgeWealth@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
Why a Roth IRA, why Now? Valuable tips to help you reach your goals Date: Wednesday, November 15, 2023 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:Cut through the clutter and decide if a Roth conversion is right for youUnderstand the value of balancing taxable with tax-free income in retirementTake full advantage of all the benefits of a Roth conversion while avoiding common pitfalls To reserve a spot: call us at 715.422.7604 or email us at StrongBridgeWealth@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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. A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.
Balancing life today and dreams for tomorrow Date: Wednesday, May 17, 2023 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors During this complimentary seminar, you’ll learn ways to:Balance smart decisions about today with planning for tomorrow.Plot your journey to retirement into doable steps so it’s manageable.Maintain financial balance by being prepared for risks and unexpected events.Create a meaningful legacy today. 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
A guide to teaching financial responsibility Date: Wednesday, April 19, 2023 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Jordan Kawlewski , Financial Advisors - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:Why it's important to raise financially responsible childrenFinancial basics to share with your children during key agesHow the examples you set and the habits your children create have lasting implications on the entire family 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.
Common types of fraud: How to protect yourselves and your loved ones Date: Thursday, March 16, 2023 Time: 5:00 PM - 8:00 PM CDT Location: SentryWorld Atrium Room, 501 Michigan Ave N, Stevens Point , WI 54481 Presented By: Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors During this complimentary session, we’ll talk about common types of fraud and scams, and help you: Learn how to identify and avoid falling victim to a scam Understand the resources available to you as an Ameriprise client 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.
Creating your retirement income: Strategies to help you live the life you've earned Date: Wednesday, March 15, 2023 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors During this complimentary session, you’ll learn how to:Determine how much income you’ll need in retirementIdentify income sources that you can combine to create your retirement incomeHelp make your savings last 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.
Four Trending Investment Topics Date: Wednesday, February 22, 2023 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors Hosted By: StrongBridge Wealth Advisors 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:CryptocurrencyMeme stockReal estateCommodities 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.