Caring for Aging Loved Ones Series: When It's Time To Choose A Facility Q&A Date: Thursday, May 16, 2024 Time: 6:30 PM - 7:30 PM EDT Location: First Floor Conference Room, 1301 W. Long Lake Rd., Suite 270, Troy, MI 48098 You must RSVP to receive access credentials for this event or seminar Presented By: Stacie Zotkovich, Senior Care Specialist - CarePatrol Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Ask Stacie Zotkovitch, care placement expert with Care Patrol your questions on: Key factors to be aware of when considering an assisted living or independent living facility Common (and not so common) mistakes to avoid when choosing a community Questions to ask when interviewing facilities How to begin the conversation with your loved ones and manage the emotions of moving out of the family home To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com RSVP Online Event registration Addressing Mental Health and Addiction in Youth- Presentation and Workshop Date: Thursday, May 2, 2024 Time: 6:00 PM - 8:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Leading Your Legacy Date: Thursday, May 23, 2024 Time: 6:30 PM - 7:30 PM EDT Location: First Floor Conference Room, 1301 W. Long Lake Road , Suite 270, Troy, MI 48098 Presented By: David Brazen , CRPC® and Meagan Larson, CMFA®, Managing Partner, & Private Wealth Advisor and Financial Advisor, & Operations Director Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC TruVista Wealth Advisors presents a unique event featuring David Brazen, and Meg Larson, a father-daughter duo, embarking on an enlightening dialogue titled "Leading Your Legacy," thoughtfully moderated by Barbara Michelletti. This event offers a profound exploration into the emotional journey of defining the legacy one aspires to leave behind. Delve into real-time discussions encompassing genuine emotions, vulnerabilities, and the initial discomfort that often accompanies conversations of this nature from the perspectives of both generations. This exclusive event is limited to in-person attendance, offering a select number of participants an intimate experience. This event is moderated by: Barbara Micheletti, M.Sc., BFATM Barbara, a Gerontologist working with Think2Perform, specializes in assisting professionals in cultivating growth strategies tailored to aging clientele allowing the professionals and clients to gain a deeper knowledge of the aging process. To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com RSVP Online Event registration Addressing Mental Health and Addiction in Youth- Presentation and Workshop Date: Thursday, May 2, 2024 Time: 6:00 PM - 8:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Paying for College: Financial Steps to Consider Date: Thursday, August 8, 2024 Time: 6:30 PM - 7:30 PM EDT Location: First Floor Conference Room, 1301 W Long Lake Road, Suite 270, Troy, MI 48098 You must RSVP to receive access credentials for this event or seminar Presented By: Jon Sabo and Andrew Crowther, CMFA®, Financial Advisors - TruVista Wealth Advisors Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation. To reserve a spot: call us at 248.928.1300 or email us at Ashlyn.foreman@ampf.com RSVP Online Event registration Addressing Mental Health and Addiction in Youth- Presentation and Workshop Date: Thursday, May 2, 2024 Time: 6:00 PM - 8:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Five things to know about Medicare Date: Thursday, October 10, 2024 Time: 6:30 PM - 7:30 PM EDT Location: First Floor Conference Room, 1301 W Long Lake Road , Suite 270, Troy , MI 48098 You must RSVP to receive access credentials for this event or seminar Presented By: Meagan Larson, CMFA®, Financial Advisor and Operations Director - TruVista Wealth Advisors Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com RSVP Online Event registration Addressing Mental Health and Addiction in Youth- Presentation and Workshop Date: Thursday, May 2, 2024 Time: 6:00 PM - 8:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Economic and Market Outlook Date: Wednesday, October 16, 2024 Time: 6:30 PM - 7:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Russell Price, CFA, Chief Economist - Ameriprise Financial Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. During this complimentary event, you’ll learn about: -key factors that may contribute to market volatility -strategies to help weather market uncertainty To reserve a spot: call us at 248.928.1300 or email us at ashlyn.foreman@ampf.com RSVP Online Event registration Addressing Mental Health and Addiction in Youth- Presentation and Workshop Date: Thursday, May 2, 2024 Time: 6:00 PM - 8:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Hosted by: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, LLC. This is informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities Offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved
Addressing Mental Health and Addiction in Youth- Presentation and Workshop Date: Thursday, May 2, 2024 Time: 6:00 PM - 8:00 PM EDT Location: The Wyndgate Country Club, 1975 W Gunn Rd, Rochester Hills, MI 48306 Presented By: Anthony Grupido, The Magic of Hope Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Using magic and personal story telling, Anthony will address this difficult conversation in a meaningful and engaging manner. He’ll dive deep into a variety of topics including:· What affect is social media having on youth today? What are the warning signs for mental health or addiction? How do I begin the conversation with my child? What resources are available? And more! **This event is intended for adult audiences due to the discussion of mental health, suicide, and what addiction can look like in our youth This is an informational seminar. There is no cost or obligation.Anthony Grupidois not affiliated with Ameriprise Financial.Investment products are not insured by the FDIC, NCUA or any federalagency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possibleloss of principal and fluctuation in value.TruVista Wealth Advisors, a private wealth advisory practice ofAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved.5390014ACMR0123
Caring for Aging Loved Ones Series: Aging In Your Home Q&A Date: Thursday, April 18, 2024 Time: 6:30 PM - 7:30 PM EDT Location: First Floor Conference Room , 1301 W. Long Lake Road, Suite 270, Troy, MI 48098 You must RSVP to receive access credentials for this event or seminar Presented By: Mat Vivona, Owner - Father and Son Construction Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Hear from Mat Vivona, President of Father and Son Construction on ways to stay in your current home as long as possible as you age: Inexpensive improvements you can make without breaking the bank The larger renovations you may want to consider- and why What flash-in-the-pan trends you should avoid The top safety concerns to address for seniors Surprising ways to make your current home senior friendly (yes, even a two story house!)
Stress: The Silent Killer Date: Thursday, April 4, 2024 Time: 6:30 PM - 7:30 PM EDT Location: First Floor Conference Room , 1301 W. Long Lake Road , Suite 270, Troy, MI 48098 You must RSVP to receive access credentials for this event or seminar Presented By: Dr. Josh Durand, D.O. Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Join TruVista Wealth Advisors team and Dr. Josh Durand from Elevation Spinal Care as they explore the diverse effects on stress on our daily lives. The presentation will encompass an in-depth discussion of: the 3 dimensions of stress stress management techniques the physiological impact of stress and more Discover how stress can impact every aspect of our daily lives, from our mental well-being to our physical health. The TruVista Wealth Advisor Team is delighted to host Dr. Josh Durand to guide you through understanding the complexities of stress and empower you to take control of your well-being. Don't miss this opportunity to gain valuable insights that can help you lead a more balanced and fulfilling life. **Josh Durand is a Board-Certified Chiropractor and Upper Cervical Specialist who transcends traditional chiropractic care by employing advanced and innovative techniques to deliver lasting relief and results. This is an informational seminar. There is no cost or obligation. Dr. Josh Durand is not affiliated with Ameriprise Financial. TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
Market Intelligence Date: Thursday, February 8, 2024 Time: 6:30 PM - 7:30 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Emily Roland, Co-Chief Investment Strategist at John Hancock Investment Management Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Turn insight into action our quarterly review of today's investment landscape. We'll cover: The research behind market intelligence. The outlook for stocks and bonds, both in the United States and Internationally. Strategies for the next 12 months and beyond! This is an informational seminar. There is no cost or obligation.John Hancock and their representatives are not affiliated withAmeriprise Financial.Investment products are not insured by the FDIC, NCUA orany federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involveinvestment risks including possible loss of principal andfluctuation in value.TruVista Wealth Advisors, a private wealth advisory practice ofAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved.6198897ACMR0124
Caring for Aging Loved Ones Series: When It's Time To Choose A Facility Q&A Date: Thursday, November 16, 2023 Time: 6:30 PM - 7:30 PM EST Location: First Floor Conference Room, 1301 W Long Lake Rd, Suite 270, Troy, MI 48098 You must RSVP to receive access credentials for this event or seminar Presented By: Stacie Zotkovich, Senior Care Specialist - CarePatrol Hosted By: TruVista Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Ask Stacie Zotkovitch, care placement expert with Care Patrol your questions on: Key factors to be aware of when considering an assisted living or independent living facility Common (and not so common) mistakes to avoid when choosing a community Questions to ask when interviewing facilities How to begin the conversation with your loved ones and manage the emotions of moving out of the family home 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 includingpossible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved. 5946550ACMR1023