Family Love Letter, How Every Family Can Prepare Date: Thursday, April 18, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Novita , 860 Franklin Avenue, Garden City, NY 11530 Presented By: John Fulton, Vice President North American Intermediary - Broker Dealer - Neuberger Berman Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Neuberger Berman, JP Morgan, BNY Mellon and Principal Asset Management 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. Sponsored by Neuberger Berman, JP Morgan, BNY Mellon and Principal Asset Management. Neuberger Berman, JP Morgan, BNY Mellon & Principal Asset Management, and their representatives are not affiliated with Ameriprise Financial. 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© 2024 Ameriprise Financial, Inc. All rights reserved.
Family Wealth Management: Generational Wealth Conversations Date: Tuesday, April 23, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Bocelli Ristorante, 1250 Hylan Avenue, Staten Island , NY 10305 Presented By: Craig LoConte CFP®, CIMA®, Senior Regional Consultant - MFS Investment Management Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC As you set and then communicate goals for your family, these three things can help: 1. Understanding why transfers of wealth often "fail." 2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes. 3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. 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. This event is sponsored by: MFS Investment Management MFS Investment Management and its representatives are not affiliated with Ameriprise Financial. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Retain Your Brain: How to age-proof your most valuable asset Date: Tuesday, May 7, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Jonathan’s Restaurant, 2499 Jericho Tpke, New Hyde Park, NY 11040 Presented By: Dan Gribben, Regional Vice President – Advisor Consultant - Hartford Funds Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC 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
Combatting Chronic Inflammation with Shelley Loving Date: Wednesday, May 8, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: 9AGX3g Join this event online Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us as Shelley Loving, an Integrative Nutrition Health Coach, shares tips on how to use food to control the inflammation in your body. This session will include a variety of recipes that promote an anti-inflammatory diet. 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
Health, wealth, and a confident retirement & Getting your life back after forty Date: Thursday, May 16, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Plattduetsche Park Restaurant, 1132 Hempstead Turnpyke, Franklin Square, NY 11010 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Health, wealth, and a confident retirement With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you: · Plan for a more confident retirement · Understand how financial and physical health may be intertwined · Learn ways to generate dependable income that could last through your whole retirement Presented by Robert Sutton, CRPC®, Financial Advisor from Ameriprise Financial. AND Getting Your Health Back After FortyPresented by Jon Caluori, Director of Sports Performance at Athletic Movement Protocol and Jermain Wallace, Assistant of Personal Training at Athletic Movement Protocol. 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. This seminar is sponsored by Franklin Templeton and Hartford Funds. Franklin Templeton, Hartford Funds and their representatives are not affiliated with Ameriprise Financial.
Embracing Health Through a Holistic Lifestyle; Creating Your Health Nest Egg Date: Wednesday, May 22, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Jonathan’s Restaurant, 2499 Jericho Tpke, New Hyde Park, NY 11040 Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Holistic lifestyle encompasses the idea of interconnectedness between mind, body, and spirit. Achieving balance and harmony in all aspects of life. Enhancing overall well-being and quality of life. We are excited to host Dr Jay Rothstein, NBC-HWC for an informative presentation. During this complimentary presentation, we will discuss: · Promoting healthy mentality · Inflammation and diseases associated with anunhealthy lifestyle · Creating a wellness blueprint· Importance of whole foods 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 aninformational seminar. There is no cost or obligation. Sponsored byHartford Funds. Hartford Funds and Dr Jay Rothstein and their representativesare 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024Ameriprise Financial, Inc. All rights reserved.
Need-to-Know Changes for Strategic College Planning Date: Tuesday, September 17, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Jonathan’s Restaurant, 2499 Jericho Tpke, New Hyde Park, NY 11040 Presented By: Heide King - College Inside Track Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC College is typically the 2ndlargest purchase families make after investing in their home. Applying and getting into right-fit colleges has become ever-more difficult and less transparent after the pandemic and the new ACT/SAT test optional landscape. We are excited to host Heide King from College InsideTrack, who speaks nationwide on the college process, as she explains thecurrent college admission, application, and acceptance landscape. · During this complimentary presentation, we willdiscuss: · Trends in college admission and cost · How do I help my student start their research · Impact of ACT/SAT test optional· How does my student take advantage of real scholarships 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. College Inside Track and its representatives are not affiliated with Ameriprise Financial. 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.© 2024 Ameriprise Financial, Inc. All rights reserved.
Is there someone in your family who may not be financially independent throughout their life? Date: Wednesday, April 10, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: nyMA5G Join this event online Presented By: Bruce Maier, ChSNC®, Financial Advisor and Managing Partner - Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Partners, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC As we mark Autism Awareness Month, join us for an important opportunity to learn about resources and tools to plan for your financial future and security for you and your loved ones. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.
What type of legacy will you leave? Date: Thursday, March 28, 2024 Time: 6:00 PM - 9:00 PM EDT Location: Trotters Bar & Grill, 1050 Hempstead Tpke, Franklin Square, NY 11010 Presented By: Richard Rothenberger CLU®, CLTC®, CEPA® , Associate Financial Advisor - Insurance Specialist - Ameriprise Financial Services, LLC Hosted By: Halcyon Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Plan to give more. • Control how your estate is distributed • Give to loved ones or charities important to you • Help reduce taxes and leave a larger legacy Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021-2023 Ameriprise Financial, Inc. All rights reserved.
Put Your Paycheck to Work. Date: Thursday, May 25, 2023 Time: 6:00 PM - 9:00 PM EDT Location: MacArthur Park, 1 Maple Avenue, Rockville Center, NY 11570 Presented By: Michael Laliberte, Financial Advisor - Ameriprise Financial Hosted By: Halcyon Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: MainStay Funds Learn how to make the most of your paycheck. In this session, you’ll learn ways to uncover “hidden” compensation opportunities you may not know about and take full advantage of employee benefits available to you. We’ll also discuss how to manage your income more effectively so you can find more dollars to help you achieve your financial goals. 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. © 2023 Ameriprise Financial, Inc. All rights reserved.