Upcoming events

Cyber Security and Identity Theft WebEx Presentation Session #1

  • Gregory Zane, CFP®, APMA®, Financial Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Please join us for an insightful webinar with retired FBI Special Agent, Jeff Lanza. His dynamic presentation focuses on. how criminals try to trick us, steal our identity and commit cyber fraud. You will learn how to spot an online trick, a fake website and phony link. Keep your identity safe and stay protected online!

To reserve a spot: call us at 916.677.1640 or email us at brooke.m.middleton@ampf.com

Cyber Security and Identity Theft WebEx Presentation Session #2

  • Gregory Zane, CFP®, APMA® Financial Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Please join us for an insightful webinar with retired FBI Special Agent, Jeff Lanza. His dynamic presentation focuses on. how criminals try to trick us, steal our identity and commit cyber fraud. You will learn how to spot an online trick, a fake website and phony link. Keep your identity safe and stay protected online!

To reserve a spot: call us at 916.677.1640 or email us at brooke.m.middleton@ampf.com

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Participants will receive the Forefield Market Summary article “Market Month: June" prior to the Monday, July 13th Conference Call, which will be the basis of the Q&A.

This event is full. For more information call us at 916.677.1640 or email us at brooke.m.middleton@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, or quaranteed by any financial institution, and involved 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.

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.

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

Participants will receive the Forefield Market Summary article “Market Week Summary" prior to the Monday, July 27th Conference Call, which will be the basis of the Q&A

For more information: call us at 916.677.1640 or email us at brooke.m.middleton@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, or quaranteed by any financial institution, and involved 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.

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

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

For more information: call us at 916.677.1640 or email us at brooke.m.middleton@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, or quaranteed by any financial institution, and involved 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.

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Participants will receive the Forefield Market Summary article “Market Month: August" prior to the Tuesday, September 8th Conference Call, which will be the basis of the Q&A.

For more information: call us at 916.677.1640 or email us at brooke.m.middleton@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, or quaranteed by any financial institution, and involved 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.

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Participants will receive the Forefield Market Summary article “Market Month: September" prior to the Tuesday, October 13th Conference Call, which will be the basis of the Q&A.

For more information: call us at 916.677.1640 or email us at brooke.m.middleton@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, or quaranteed by any financial institution, and involved 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.

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Participants will receive the Forefield Market Summary article “Market Month: October" prior to the Tuesday, November 10th Conference Call, which will be the basis of the Q&A.

For more information: call us at 916.677.1640 or email us at brooke.m.middleton@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, or quaranteed by any financial institution, and involved 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.

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Participants will receive the Forefield Market Summary article “Market Month: November" prior to the Tuesday, December 8th Conference Call, which will be the basis of the Q&A.

For more information: call us at 916.677.1640 or email us at brooke.m.middleton@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, or quaranteed by any financial institution, and involved 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.

Past events

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

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

Participants will receive the Forefield article “Market Week Summary" prior to the Monday, June 29th Conference Call, which will be the basis of the Q&A.

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, or guaranteed by any financial institution, and involved 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 certification requirements.

College Planning - Special COVID-19 Update Session #2

  • Stephanie J. Kerns, CFP®, APMA® Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Informative conference call on College Planning during COVID-19

This information is being provided only as a general source of information and is not intended to be used as a primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

College Planning - Special COVID-19 Update Session #1

  • Stephanie J. Kerns, CFP®, APMA® Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Informative conference call on College Planning through COVID-19.

This information is being provided only as a general source of information and is not intended to be used as a primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Financial, Inc. All rights reserved.

Live Conference Call and Q&A Discussion

  • Bret Glover, CFP®, CRPC®, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.

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

Participants will receive the Forefield Market Summary article “Market Week Summary" prior to the Monday, June 15th Conference Call, which will be the basis of the Q&A.

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, or quaranteed by any financial institution, and involved 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.

Helping You Plan: Post-Secure Act

  • Monika L. Reyes, CFP®, CFS®, APMA®, ChFC® Private Wealth Advisor - Ameriprise Financial Services, LLC
  • WGG Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Informative conference call on the Post-Secure Act.

This is an informational event. There is no cost or obligation. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved.