Upcoming events

WEBINAR: Five Things To Know About Medicare

  • Kim Maez, CFP®, APMA®, Private Wealth Advisor & CEO
  • Chrysalis Wealth Management, a private wealth advisory practice of Amerirpise Financial Services, LLC

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise.

During this complimentary seminar, we’ll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your healthcare options and costs in retirement

Click to REGISTER
Password: CWM2020

To reserve a spot: call us at 719.599.0833 or email us at patiricia.l.thompson@ampf.com

This is an informational seminar. There is no cost or obligation. Investment products are not federally or FDIC-insured, are not deposits of or guaranteed by any financial institution and involve investment risks including the possible loss of principal and fluctuation in value.

WEBINAR: Sending Your Child to College

  • Cheryl Nelson Boyd, CFP®, BFA™, Financial Advisor - Chrysalis Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC
  • Chrysalis Wealth Management, 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.

Click here to REGISTER
Password: CWM2020

To reserve a spot: call us at 719.599.0833 or email us at patricia.l.thompson@ampf.com

This is an informational seminar. There is no cost or obligation. Investment products are not federally or FDIC-insured, are not deposits of or guaranteed by any financial institution and involve investment risks including the possible loss of principal and fluctuation in value.

WEBINAR: Taking Control of Your Workplace Retirment Benefits

  • Chad Heberly , Financial Advisor & Chief Operating Officer - Chrysalis Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC
  • Chrysalis Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC

Learn how to maximize your workplace retirement benefits in your overall retirement plan. During this complimentary session, you'll 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 reach your retirement goals.

Click here to REGISTER
Password: CWM2020

To reserve a spot: call us at 719.599.0833 or email us at patricia.l.thompson@ampf.com

This is an informational seminar. There is no cost or obligation. Investment products are not federally or FDIC-insured, are not deposits of or guaranteed by any financial institution and involve investment risks including the possible loss of principal and fluctuation in value.

WEBINAR: Plan for the Future - Maximizing Your Social Security

  • Cheryl Nelson Boyd, CFP®, BFA™, Financial Advisor - Chrysalis Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC
  • Chrysalis Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC

With all the talk about taxes, budget deficits, and legislative changes, Social Security seems to be in the news once again. During this complimentary session we will explain what you need to know about:

* Whether Social Security can provide the income you need when you retire

.* How to make the most of your Social Security benefits.

* Sources of retirement income beyond Social Security.

Click here to REGISTER
Password: CWM2020

To reserve a spot: call us at 719.599.0833 or email us at patricia.l.thompson@ampf.com

This is an informational seminar. There is no cost or obligation. Investment products are not federally or FDIC-insured, are not deposits of or guaranteed by any financial institution and involve investment risks including the possible loss of principal and fluctuation in value.

WEBINAR: Plan for the Future - How an Estate Plan Puts You in Control

  • Cathy Egan, JD, CFP®, Director- Advance Srategies - RiverSource Life Insurance Company
  • Chrysalis Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC

Learn ways to care for people and things you love after you are gone. During the complimentary session, you'll learn ways to :

* Care for the people you love, even after you're gone

* Leave behind a lasting, meaningful legacy

* Manage estate tax burden - for you and your heir

.
Click here to REGISTER
Password: CWM2020

To reserve a spot: call us at 719.599.0833 or email us at patricia.l.thompson@ampf.com

This is an informational seminar. There is no cost or obligation. Investment products are not federally or FDIC-insured, are not deposits of or guaranteed by any financial institution and involve investment risks including the possible loss of principal and fluctuation in value.