Past Events

Quarterly Webinar Series

  • Kevin Kreuzer, Vice President - JP Morgan Asset Management
  • Russel Phelps Private Wealth Advisor and Catherine Heath Financial Advisor

We are pleased to host JP Morgan's Guide to the Market for fourth quarter 2019 as part of Trinity Wealth Advisors quarterly webinar series The Presentation will focus on these areas:

The Presentation will focus on these areas:

· Today’s economic landscape

· U.S. Markets

· Global Outlook

Catherine Heath CA insurance #0E48522

Russel Phelps III CA insurance #0B18900

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design)in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

JP Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2019Ameriprise Financial, Inc., All rights reserved. 2633991ACMR0719

Join Trinity Wealth Advisors in supporting Fat Kitty City Cat Shelter

  • Russel Phelps Private Wealth Advisor and Catherine Heath Financial Advisor

Trinity Wealth Advisors is supporting the Fat Kitty City Cat Shelter whose mission is dedicated to rescuing and providing shelter and medical aid to abandoned or abused animals. Items can be dropped off at or before November 8that our office. Please contact us for items needed to support Fat Kitty City Cat Shelter. Please consider dropping off contributions the next time you visit the office.

Ameriprise Financial is committed to helping strengthen our communities. In 2018, we supported more than 7,000 nonprofits nationwide and contributed more than 76,000volunteer hours.

To learn more about Ameriprise Financial Community Relations, visitameriprise.com/CommunityRelations.

Quarterly Webinar Series

  • Kevin Kreuzer, Vice President - JP Morgan Asset Management
  • Russel Phelps Private Wealth Advisor and Catherine Heath Financial Advisor

We are pleased to host JPMorgan's Guide to the Market for third quarter 2019 as part of Trinity Wealth Advisors quarterly webinar series.

The Presentation will focus on these areas:

  • Today’s economic landscape
  • U.S. Markets
  • Global Outlook

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design)in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

JP Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2019Ameriprise Financial, Inc., All rights reserved. 2633991ACMR0719

Beer Tasting

  • Russel Phelps, Private Wealth Advisor and Catherine Heath, Financial Advisor
  • Kevin Kreuzer with JP Morgan Asset Management

Please join us for a beer tasting event in a private setting.