Taking control of your workplace retirement benefits Date: Friday, April 10, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Douglas Kelly, Financial Advisor - Three Buckets Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC. Hosted By: Three Buckets Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC. During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. For more information: call us at 518.464.4401 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Thriving in the sandwich generation Date: Wednesday, May 13, 2026 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Douglas Kelly, Financial Advisor - Three Buckets Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC. Hosted By: Three Buckets Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC. Members of the sandwich generation are faced with a distinct set of financial and emotional challenges while also balancing the needs of aging parents and younger children. In this seminar, we’ll talk through these hurdles and share actionable steps to help you prioritize your financial future while also supporting your family. For more information: call us at 518.464.4401 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Real estate: Important considerations for you and your family Date: Thursday, June 11, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Douglas Kelly, Financial Advisor - Three Buckets Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC. Hosted By: Three Buckets Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC. During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. For more information: call us at 518.464.4401 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives. Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Tuesday, October 13, 2026 Time: 6:00 PM - 7:00 PM EDT Join this event online Presented By: Daniel Miller, Financial Advisor - Three Buckets Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC. Hosted By: Three Buckets Wealth Management a private wealth advisory practice of Ameriprise Financial, LLC. Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. For more information: call us at 518.464.4401 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.