Upcoming Events

Why a Roth IRA? Why Now?

  • Monika Reyes, CFP®, CFS®, APMA®, Financial Advisor - Ameriprise Financial Services, Inc
  • Westlake, Grahl, and Glover A private wealth advisory practice of Ameriprise Financial Services, Inc.

A confident retirement doesn’t just happen. This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
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 in value. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Why a Roth IRA? Why Now?

  • Monika L. Reyes, CFP®, CFS®, APMA®, Financial Advisor - Ameriprise Financial Services, Inc
  • Westlake, Grahl, and Glover A private wealth advisory practice of Ameriprise Financial Services, Inc.

A confident retirement doesn’t just happen. This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
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 in value. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Past Events

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, Inc.
  • Westlake, Grahl, and Glover, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Chris Shuba, Founder of Helios Quantitative will be available for Q&A

Participants will receive the Forefield Market Summary article “Market Month: May" prior to the Tuesday June 11th Conference Call, which will be the basis of the Q&A.

To reserve a spot: call us at 916.677.1640 or email us at katy.holdeman@ampf.com

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

Helios Quantitative Research 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 in value .

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.

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