Past events

Spring Clean your Finances

EDT

Seminar1!

Join this event online

Janet Koh, Director, Advisor Advancement Institute - New York Life

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

New York Life

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123

AI Revolution

EST

Seminar1!

Join this event online

Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes

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

Federated Hermes

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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.

Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

EST

Seminar1!

Join this event online

Brian Briggs, Managing Director, Applied Insights - Hartford Funds

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

Hartford Funds

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

· Your age vs. your brain’s age

· The importance of brain health

· How to age-proof your brain

Please plan to join the WebEx event online to listen in and view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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.

Hartford Funds and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

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: Computer Threats

EDT

Seminar1!

Join this event online

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.