Family Love Letter Client Presentation How Every Family Can Prepare. Date: Tuesday, March 24, 2026 Time: 6:00 PM - 9:00 PM EDT Location: Umberto's of New Hyde Park , 633 Jericho Tpke, New Hyde Park, NY 11040 Presented By: Cheri Brooks, Managing Director - Neuberger Berman Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Neuberger Berman is not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Your Most Important Portfolio: Investing in Health While Building Wealth Date: Tuesday, May 5, 2026 Time: 6:00 PM - 9:00 PM EDT Location: Umberto's of New Hyde Park, 633 Jericho Tpke, New Hyde Park, NY 11040 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for an evening featuring our guest speaker, Dr. Jeffrey Reynolds—author, speaker, and President & CEO of Family and Children’s Association. As a cancer survivor, Dr. Reynolds shares how focusing on physical fitness and mental health supported both his mind and body during treatment. His message highlights the importance of caring for your mental and physical well-being while pursuing long-term financial goals. What You Will Learn: · Ways to prioritize health as part of your overall life strategy · Practical habits that help maintain both physical and mental well-being · How small, consistent health decisions can positively influence long-term outlook Please join us with a friend for this special presentation where dinner and refreshments will be served. To reserve a spot: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.
Protect your financial information in the digital world Date: Wednesday, March 18, 2026 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: on9n9Ej3 Join this event online Presented By: Robert A Sutton, CRPC®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. For more information: call us at 516.345.2600 or email us at halcyonfinancialpartners@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation.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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Wednesday, March 11, 2026 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: Zd2E6Rp3 Join this event online Presented By: Robert A Sutton, CRPC®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. This is an informational seminar. There is no cost or obligation.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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Wednesday, February 11, 2026 Time: 12:00 PM - 1:00 PM EST ONLINE EVENT PASSCODE: t2m6oT7M Join this event online Presented By: Robert A Sutton, CRPC®, Financial Advisor - Ameriprise Financial Services, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. This is an informational seminar. There is no cost or obligation.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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved.