Newport International Polo Series! Date: Saturday, September 9, 2023 Time: 2:00 PM - 8:00 PM EDT Location: Newport Polo, 250 Linden Lane, Portsmouth, RI 02871 Hosted By: TW Financial Group A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for an afternoon of polo in our own courtside chalet! This match is the 6th annual Newport Pro-Am, one of the highest caliber of the season featuring top players including professionals & highly skilled amateurs from throughout the US Northeast competing for prize money in the culmination of a regional tournament. This championship match is one of the most competitive matches of the '23 season! We will provide food and drinks as we watch the excitement from our own tailgating area. We ask that you RSVP as soon as possible, because spots will fill up soon! To reserve a spot: call us at 401.681.4999 or email us at kelley.berkerey@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar There is no cost or obligation. 5607001ACMR0423
Lady Lake Beer Tasting Date: Thursday, May 18, 2023 Time: 4:00 PM - 6:00 PM EDT Location: World of Beer, 994 Alverez Ave, Lady Lake, FL 32159 Hosted By: TW Financial Group A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for some beer tasting and refreshments at World of Beer. Guests are welcome! There is no cost or obligation to attend. 56211068ACMR0423
Clothing Drive and Organization Seminar Date: Saturday, May 6, 2023 Time: 10:00 AM - 12:00 PM EDT Location: TW Financial Group, 888 Reservoir Avenue, Cranston, RI 02910 Presented By: Rachel Fonataine, Professional Organizer - Fontaine Organizing Hosted By: TW Financial Group Sponsored By: A Private Wealth Advisory Practice of Ameriprise Financial Serves, LLC TW Financial Group would like to invite you to an Organization 101 seminar presented by professional organizer, Rachel Fontaine! We will also be collecting gently used clothing that will be brought to Big Brothers Big Sisters of Rhode Island. This is a great opportunity to help the community, clean out your closet and learn some organization tips! Refreshments will be provided. This event will be held at our Cranston office. Rachel's presentation will begin at 11:00am , and our team will be there starting at 10:00 am to collect clothing. This is an informational seminar. There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023 Ameriprise Financial, Inc. All rights reserved.5515650ACMR0323
Educational Seminar: "Taking Control of Your Workplace Benefits" Date: Friday, April 21, 2023 Time: 12:00 PM - 1:00 PM EDT Location: Portsmouth Publick House, 1 King Charles Drive, Portsmouth, RI 02871 Presented By: Dan Gamm, Private Wealth Advisor Hosted By: TW Financial Group A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a complimentary lunch as you learn: • Why retirement planning matters • Investment strategies to consider • Simple steps you can take to control your situation • About your workplace retirement benefits and how they can help you reachyour retirement goals **All current and former Raytheon Employees are welcome! Bring your friends and colleagues!** This is an informational seminar. There is no cost or obligation. All information is subject to the provisions of your company’s benefit plan documents. Your company’s plan documents govern at all times. If there is a conflict the plan document governs. The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. 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. 5437726ACMR0223