Understanding Medicare Date: Tuesday, March 28, 2023 Time: 4:00 PM - 6:00 PM PDT Join this event online Presented By: Danielle K Roberts, Medicare Expert and Best Selling Author - In collaboration with John Hancock Investments Hosted By: The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC Sponsored By: John Hancock Investments We invite you to join us for a virtual event - Understanding Medicare How Medicare works What Medicare cost and what it covers How to avoid pitfalls To reserve a spot: call us at 360.297.4848 or email us at thelatitude48group@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Danielle Roberts and John Hancock are not affiliated with Ameriprise Financial, Inc. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2022 Ameriprise Financial, Inc. All rights reserved.
Take your Microsoft workplace retirement strategy to the next level Date: Wednesday, March 15, 2023 Time: 5:00 PM - 6:30 PM PDT Location: Conference Center on the Lobby Level, 929 108th Ave NE, Bellevue, WA 98004 Presented By: Joe Bidne, MBA, CRPS®, , Regional Vice President - Retirement Plans Consultant - Ameriprise Financial Services, LLC Hosted By: The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC Ameriprise Financial Services, LLC, invites you to a seminar event. This is not a Microsoft sponsored event. During this complimentary session, you’ll learn: · Why workplace benefits are important · Microsoft benefits to takeadvantage of to reach retirement goals1: - Contributions - Taxes - Investments - Distributions Please plan to attend the seminar where refreshments and hors d’ oeuvres will be provided. Please RSVP by Friday, March 10th for you and up to 3 guests This is an informational seminar. There is no cost or obligation. 1 The presentation will be based on information we have obtained related to your company’s retirement plans from other plan participants and third-parties and is intended to gives an overview of key provisions we believe to be accurate. You should carefully review the terms of your plan documents to confirm the key terms of your company’s retirement plans. 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. 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.
Take your Microsoft workplace retirement strategy to the next level Date: Wednesday, March 15, 2023 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Joe Bidne, MBA, CRPS®, , Regional Vice President - Retirement Plans Consultant - Ameriprise Financial Services, LLC Hosted By: The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC Ameriprise Financial Services, LLC, invites you to a webinar event. This is not a Microsoft sponsored event. During this complimentary session, you’ll learn: · Why workplace benefits are important · Microsoft benefits to take advantage of to reach retirement goals: - Contributions - Taxes - Investments - Distributions This is an informational seminar. There is no cost or obligation. 1 The presentation will be based on information we have obtained related to your company’s retirement plans from other plan participants and third-parties and is intended to gives an overview of key provisions we believe to be accurate. You should carefully review the terms of your plan documents to confirm the key terms of your company’s retirement plans. 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. 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.
Social Security & Medicare - Cornerstones of Retirement Date: Tuesday, February 28, 2023 Time: 5:00 PM - 6:00 PM PST Location: The Latitude 48 Group Office, 10950 NE State Hwy 104, Kingston, WA 98346 Presented By: Cy Aleman CFP®, Senior Vice President - Amundi US Hosted By: The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC Social Security & Medicare - Cornerstones of Retirement This is an informational seminar. There is no cost or obligation. Amundi US 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member Fl NRA and SI PC.© 2022 Ameriprise Financial Inc. All rights reserved.
Leveraging all technology available to you at Ameriprise Date: Tuesday, February 28, 2023 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President, Ameriprise Financial Services, LLC Hosted By: The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC Are you leveraging all the technology available to you at Ameriprise? Learn more about the following: Get “on-the- go” access Message Center Statements & Documents Total View Using e-Signature Personalize your Accounts This is an informational seminar. There is no cost or obligation. Not FDIC Insured| No Financial Institution Guarantee |May Lose Value Ameriprise Financial Services, LLC.Member FINRA and SIPC.
Social Security & Medicare - Cornerstones of Retirement Date: Tuesday, February 28, 2023 Time: 12:00 PM - 1:00 PM PST Location: The Latitude 48 Group Office, 10950 NE State Hwy 104, Kingston, WA 98346 Presented By: Cy Aleman CFP®, Senior Vice President - Amundi US Hosted By: The Latitude 48 Group a private wealth advisory practice of Ameriprise Financial, LLC Social Security & Medicare - Cornerstones of Retirement This is an informational seminar. There is no cost or obligation. Amundi US 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member Fl NRA and SI PC.© 2022 Ameriprise Financial Inc. All rights reserved.