Upcoming events

Planning for Life's Big Moments

EDT

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Kelsea Sullivan, CIMA – Regional Director - Fidelity Investments

WellBridge Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios andprovide financial planning insights around topics such as:

  • Combining finances in relationships
  • Managing divorce or remarriage
  • Planning for education and major purchases
  • Preparing for retirement and healthcare needs
  • Caring for aging loved ones
  • Creating a lasting legacy
For more information: call us at 802.654.7700 or email us at lauren.c.philbrook@ampf.com

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

Fidelity and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial does not offer tax or legal advice. Consult with a tax advisor or attorney.

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.

8167759ACMR0725

Behavioral Finance

EST

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Jeff Nymark, CIMA – Minnesota Senior Advisor Consultant - First Eagle Investments

WellBridge Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle
For more information: email us at lauren.c.philbrook@ampf.com

This is an informationalseminar. There is no cost or obligation.

John Hancock and their 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.

8167759ACMR0725