Upcoming 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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, September 20th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

For more information: call us at 916.677.1640 or email us at wggwealthpartners@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.

College Resources-Paying for College

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

During this complimentary session you’ll learn more about:

  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student’s college and major selection can play into their financial situation
For more information: call us at 916.677.1640 or email us at wggwealthpartners@ampf.com

College Resources-Paying for College

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

During this complimentary session you’ll learn more about:

  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student’s college and major selection can play into their financial situation
For more information: call us at 916.677.1640 or email us at wggwealthpartners@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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, October 4th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

For more information: call us at 916.677.1640 or email us at wggwealthpartners@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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, October 18th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

For more information: call us at 916.677.1640 or email us at wggwealthpartners@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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, November 1st Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

For more information: call us at 916.677.1640 or email us at wggwealthpartners@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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, November 15th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

For more information: call us at 916.677.1640 or email us at wggwealthpartners@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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, November 29th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

For more information: call us at 916.677.1640 or email us at wggwealthpartners@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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, December 13th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

For more information: call us at 916.677.1640 or email us at wggwealthpartners@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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, December 27th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

For more information: call us at 916.677.1640 or email us at wggwealthpartners@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

Sending your child to college

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

Invest in your child's future without sacrificing yours. During this complimentary session, you’ll learn ways to:

  • Define a college saving goal that is right for you
  • Determine today’s cost and various payment options
  • Balance retirement and college savings
  • Understand what goes into college saving and college spending
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.

Sending your child to college

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

Invest in your child's future without sacrificing yours. During this complimentary session, you’ll learn ways to:

  • Define a college saving goal that is right for you
  • Determine today’s cost and various payment options
  • Balance retirement and college savings
  • Understand what goes into college saving and college spending
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.

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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, August 23rd Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, August 9th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

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

At WGG Wealth Partners, our goal is to provide you with the guidance, resources, and service that allow you make the right decisions for your financial future. We invite you to join us every other Monday at 8 a.m., for a live market update conference call Q&A discussion series.

Please email us at: wggwealthpartners@ampf.com to receive the Forefield “Market Week Summary" prior to the Monday, July 26th Conference Call, which will be the basis of the Q&A.

Dial-In:

(888) 609-1607, Audience U.S. Toll-Free or

(862) 298-0705, Audience U.S. Toll

Passcode: 599 718 21# (for both toll-free and toll #s)

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.