Upcoming events

Healthy Pantry and Fridge Swaps with Shelley Loving

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Shelley Loving - IndigoFlow Financial Group

Violetta Terpeluk, Financial Advisor

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.
To reserve a spot: call us at 916.787.9988 Ext. 102 or email us at indigoflowfinancialgroup@ampf.com
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The SECURE Act - Four Key Considerations

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Joseph S. Bidne, MBA, CRPS® Regional Vice President, Ameriprise Financial Services, LLC - IndigoFlow Financial Group

Violetta Terpeluk, MBA, CFP®, BFA™, CPWA®, CEPA®, CRPC™, Financial Advisor Certified Exit Planning Advisor®

Learn how the SECURE Act – Setting Every Community Up for Retirement Enhancement – enacts significant changes to the nation’s retirement system. During this session, you’ll learn about new age requirements for required minimum distributions; the repeal of age limitations on traditional IRAs; changes to 529 plans; updates to rules on retirement plan catch-up contributions and more.
To reserve a spot: call us at 916.787.9988 Ext. 102 or email us at indigoflowfinancialgroup@ampf.com
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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.

Past events

Family Business Succession Planning

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Tony Gemmato, Jr., J.D., , CLTC, Senior Regional Vice-president - Ameriprise Financial Services, LLC.

Violetta Terpeluk, Financial Advisor

Riversource an affiliate of Ameriprise Financial Services, LLC.

Join us for a special presentation.

Family business succession planning

• Protect one of your most important assets from a loss in value

• Help ensure a strong financial future for yourself and your loved ones

• Help ensure a smooth transition of your business when you are ready to leave

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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.

FIXED LIFE INSURANCE NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK, CREDIT UNIONOR SAVINGS & LOAN GUARANTEED

Health, wealth and a confident retirement

PST

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Violetta Terpeluk, MBA, CFP®, BFA™, CPWA®, CEPA®, CRPC™, Financial Advisor, Certified Exit Planning Advisor® - IndigoFlow Financial Group

Violetta Terpeluk

Are you feeling confident about 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 to bring your retirement dreams and goals more within reach
  • Understand how financial and physical health may be intertwined
  • Learn ways to generate dependable income that could last through your whole retirement
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.

My Brain Made Me Do It: Strategies To Help You Make Better Decisions

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Robert Gustavis II, CRPC®, RICP®, Vice President, Business Consultant - John Hancock Investment Management

Violetta Terpeluk, CFP®, CPWA®, CEPA®, MBA, BFA®, Financial Advisor

John Hancock and its representatives are not affiliated with Ameriprise Financial.