Past events

Identity Theft – Protecting Your Data and Dollars

EDT

Please call: 1-844-621-3956 Meeting Number (Access Code): 2499 226 2864#

Join this event online

Carrie Caruthers, Senior Anti-Money Laundering Officer and Risk & Fraud Controls Manager - American Century Investments

Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:


  • At Home
  • Safe storage of documents
  • How to screen phone calls
  • Identify email scams
  • Privacy settings on social media
  • Children
  • Kids can be targets of identity theft too
  • The warning signs
  • Parents and elderly
  • Often targets of scams
  • The warning signs
  • What to do if you become a victim
  • Acting fast by completing some important steps
  • Away from Home
  • Ways to be aware of your location and using public Wi-Fi
  • Keeping track of personal items

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

2023 SEMINAR SERIES: Keeping More of What you Earn

EDT

Seminar1!

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Tom Antonovich, VP, Senior Advisor Consultant - Franklin Templeton and Tim Nichols, VP, Senior Advisor Consultant - Franklin Templeton

Summit House Wealth Partners, 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

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

Password: Seminar1!

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 maybe 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

2023 SEMINAR SERIES: Computer Threats

EDT

Seminar1!

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James Morrison, National Cyber Security Specialist - Fidelity Investments

Summit House Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC.

When it comes to cybersecurity, one of the most common responses is to simply tune out. After all, if you’re not harboring top secret information or the owner of a multi-million-dollar bank account, no one would be interested in your personal information, right? Unfortunately, this simply isn’t true.

Join us for an educational webinar on cyber crime led by James Morrison, a cyber security expert who spent most of his career working for the FBI as a Senior Computer Scientist, focused on cyber security.

Presented by James Morrison, National Cyber Security Specialist with Intelisys, partnered with Fidelity Investments

Please call: 1-844-621-3956

Meeting Number (Access Code): 2494 325 9118#

Password: Seminar1!

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

Fidelity is not affiliated with Ameriprise Financial, Inc.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

2023 SEMINAR SERIES: Navigating Volatility- Compelling Wealth Management Conversations

EDT

Seminar1!

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Talley Leger, Senior Equity Strategist - Invesco

Summit House Wealth Partners, 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.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2480 710 6615#

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 Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5354638ACMR01223

2023 SEMINAR SERIES: 8,000 Days

EDT

Seminar1!

Join this event online

Michael Lynch, Managing Director - Applied Insights, Hartford Funds

Summit House Wealth Partners, 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...approximately8,000 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.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 473 6152#

Password: Seminar1!

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 fluctuational value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

5354638ACMR0123