Mastering your money mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT You must RSVP to receive access credentials for this event or seminar. Presented By: Led Zukowski, Director of Practice Management in the Advisor Advancement Institue at New York Life Investments Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation •Understanding your money emotions • Accepting the past • Learning the language of money • Making a plan • Planning for “setbacks” For more information: call us at 916.351.0000 or email us at trinitywealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. Sponsored by: New York Life. These sponsors and 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.
Welcome to Trinity Wealth Advisors Date: Wednesday, March 19, 2025 Time: 3:00 PM - 6:00 PM PDT Location: Maggiano's Little Italy, 3055 Olin Ave, Suite 1000, San Jose, CA 95128 Hosted By: Catherine Heath, Private Wealth Advisor with Trinity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC To show our appreciation for your business, we're hosting a reception on March 19that Maggiano’s Little Italy in Santana Row, at 3055 Olin Ave., Suite 1000, San Jose, CA 95128. This will be a wonderful opportunity to connect with the Trinity Wealth Advisors team and fellow clients in a relaxed setting. Appetizers, dinner, and beverages (alcoholic and non-alcoholic) will be provided. There is no cost or obligation to attend. Thereis no cost or obligation to attend. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved.
Family Love Letter Date: Wednesday, February 5, 2025 Time: 4:00 PM - 6:00 PM PST Location: Iron Point Business Park - Conference Room, 1150 Iron Point Rd, Folsom, CA 95630 You must RSVP to receive access credentials for this event or seminar. Presented By: Karen Drancik, Senior Vice President - Neuberger Berman Hosted By: Trinity Wealth Advisors, a private wealth advisory firm of Ameriprise Financial Services, LLC Sponsored By: Neuberger Berman Thisis an informational seminar. There is no cost or obligation. This event is sponsored by: Neuberger Berman. These sponsors and 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Trinity Wealth Advisors Open House 2025 Date: Thursday, January 16, 2025 Time: 4:00 PM - 6:00 PM PST Location: 1130 Iron Point Rd Suite 150, Folsom, CA 95630 Hosted By: Trinity Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC We are thrilled to announce the completion of our office renovations and would love for you to join us in celebrating. Come tour our refreshed space while enjoying Hord ‘oeuvres, drinks, raffles, and great company! Thereis no cost or obligation to attend. Securitiesoffered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 7411640ACMR1224