Upcoming events

Knowledge is power - Financial strategies for women

CDT

Join this event online

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

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 gap
  • Plan for a longer lifespan
  • Manage multiple roles and responsibilities at home, work and in the community
  • Approach life changes and unexpected events
To reserve a spot: call us at 715.422.7604 or email us at StrongBridgeWealth@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.

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

CDT

Join this event online

Jordan Kawlewski , Financial Advisor - StrongBridge Wealth Advisors

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

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.

Investing for the life you've earned - today and tomorrow

CDT

Join this event online

Jordan Kawlewski , Financial Advisor - StrongBridge Wealth Advisors

StrongBridge Wealth Advisors

Are your investments working hard enough for you? During this complimentary session, you’ll learn about:
  • Seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break financial planning into manageable and actionable steps
To reserve a spot: call us at 715.422.7604 or email us at StrongBridgeWealth@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.

Put your compensation to work. Taking control of your saving and investing plan.

CDT

Join this event online

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

StrongBridge Wealth Advisors

In today’s tight labor market, you need to know how to make the most of the compensation you receive from your employer. In this session, you’ll learn ways to:
  • Uncover “hidden” compensation opportunities you may not know about
  • Take full advantage of every employee benefit available to you
  • Manage your income more effectively so you can find more dollars to invest in your dreams
To reserve a spot: call us at 715.422.7604 or email us at StrongBridgeWealth@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.

College resources and paying for college

CDT

Join this event online

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

StrongBridge Wealth Advisors

During this complimentary session you'll learn more about:
  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How 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
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

CST

Join this event online

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

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 you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take 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

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.

Retirement on your terms: Actionable strategies and an exploration of options for your portfolio

CST

Join this event online

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

StrongBridge Wealth Advisors

Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:
  • Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.
To reserve a spot: call us at 715.422.7604 or email us at StrongBridgeWealth@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.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Past events

Balancing life today and dreams for tomorrow

CDT

You must RSVP to receive access credentials for this event or seminar

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

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

CDT

You must RSVP to receive access credentials for this event or seminar

Jordan Kawlewski , Financial Advisors - StrongBridge Wealth Advisors

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 children
  • Financial basics to share with your children during key ages
  • How 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

CDT

SentryWorld Atrium Room, 501 Michigan Ave N, Stevens Point , WI 54481

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

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

CDT

Join this event online

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

StrongBridge Wealth Advisors

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
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

CST

You must RSVP to receive access credentials for this event or seminar

Jordan Kawlewski, Financial Advisor - StrongBridge Wealth Advisors

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:
  • Cryptocurrency
  • Meme stock
  • Real estate
  • Commodities
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.