Upcoming events

Creating your retirement income: Strategies to help you live the life you've earned

PDT

Centro Basco, 13432 Central Ave, Chino, CA 91710

Andre Logan, Financial Advisor, Managing Partner - Ameriprise Financial Services, LLC

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.
To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Family Wealth Management: Generational Wealth Conversations

PDT

N/A

Join this event online

Bill Gevov, CIMA®, Senior Regional Consultant - MFS Investment Management

Sentinel Wealth Advisory Group, 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.

Join us for a complimentary session where we’ll discuss the different tools and ideas that are available to help you, so that your family is more prepared for the future.

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
RSVP Online

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Eric Glade, CA Insurance License #0B16057, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Creating your retirement income: Strategies to help you live the life you've earned

PDT

Marie Callender’s Restaurant & Bakery, 220 S Atlantic Blvd, Monterey Park, CA 91754

Andre Logan, Financial Advisor, Managing Partner - Ameriprise Financial Services, LLC

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Women, Wealth and Well-being

PDT

N/A

Join this event online

Jennifer Taboada , Senior Financial Wellness Consultant & National Speaker - BlackRock

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Eric Glade, CA Insurance License #0B16057, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

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.

BlackRock and its representatives are not affiliated with Ameriprise Financial.

An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Healthy Pantry and Fridge Swaps with Shelley Loving

PST

N/A

Join this event online

Shelley Loving, Holistic Food Educator and Nutrition Chef

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Could your pantry use a makeover? Join us for a virtual organization event where our guest presenter, Shelley Loving, will share tips on how to organize your pantry including what staples to keep on hand, what to look for on product labels and how to make some food swaps for healthier alternatives.

Creating your retirement income: Strategies to help you live the life you've earned

PST

Marie Callender’s Restaurant & Bakery, 1175 E. Alosta Ave., Azusa, CA 91702

Andre Logan, Financial Advisor, Managing Partner - Ameriprise Financial Services, LLC

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Market Know-How

PST

N/A

Join this event online

Dori Hetrick, Regional Director - Goldman Sachs

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

In this session we’ll explore how investors may consider participation in a global recovery while maintaining a focus on risk management, with an emphasis on:

  • Positioning for a broadening equity market while taking advantage of an attractive entry point in US small caps
  • Extending duration with the goal of hedging against the risk of an equity market drawdown
  • Diversifying public market exposures and seeking a balanced return distribution via private real estate

Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License #0F32813, Andre Logan, CA Insurance License #0I68239, Eric Glade, CA Insurance License #0B16057, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

This is an informational seminar.

There is no cost or obligation.

Goldman Sachs and its representatives are not affiliated with Ameriprise Financial.

Diversification does not assure a profit or protect against loss.

Investments in small-cap companies involve risks, including volatility, that are greater than investments in larger, more established companies.

In general, equity securities tend to have greater price volatility than debt securities. The market value of securities may fall, fail to rise or fluctuate, sometimes rapidly and unpredictably. Market risk may affect a single issuer, sector of the economy, industry or the market as a whole.

Alternative investments cover a broad range of strategies and structures designed to be low or non-correlated to traditional equity and fixed-income markets with a long-term expectation of illiquidity. Alternative investments involve substantial risks and may be more volatile than traditional investments, making them more appropriate for investors with an above-average tolerance for risk.

International investing involves certain risks and volatility due to potential political, economic or currency instabilities and different financial and accounting standards.

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.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.