Past events

Plan for the future. How an estate plan helps put you in control.

  • Russel L Phelps, Private Wealth Advisor - Ameriprise Financial Services, Inc.
  • Trinity Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, Inc.

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

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.

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 2nd Quarter 2020 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

Making Government Benefits Work For You - Understanding Social Security and Medicare

  • Jennifer Foster, Vice President - BlackRock Investments
  • Russel Phelps, Private Wealth Advisor and Catherine Heath, Financial Advisor

BlackRock Investments and its representatives are not affiliated with Ameriprise Financial.

This is an informational seminar. There is not a cost or obligation.

Ameriprise Financial Services, LLC Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

2978849ACMR0320

2020 Investment Outlook Ten Predictions

  • Dan Brown, Vice President - Nuveen Investments
  • Russel Phelps, Private Wealth Advisor and Catherine Heath, Financial Advisor

Russel L. Phelps, CA insurance #0B18900

Catherine Heath, CA insurance #0E48522

This is an informational seminar. There is not a cost or obligation

Sponsored by Dan Brown with Nuveen Investments

Nuveen Investments and its representatives are not affiliated with Ameriprise Financial.

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

© 2020 Ameriprise Financial, Inc. All rights reserved.

2940678ACMR0220

Quarterly Webinar Series

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

We are pleased to host JP Morgan's Guide to the Market for 1st Quarter 2020 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

Russel L Phelps, CA insurance #0B18900

Catherine Health, CA insurance #0E48522

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

JPMorgan 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.

© 2020 Ameriprise Financial, Inc. All rights reserved.