Wealth Strategy Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC
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# Events
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## Upcoming events
### Financial Planning: A personal guide
Date:
Wednesday, February 19, 2025
Time:
11:30 AM - 12:30 PM
PST
You must RSVP to receive access credentials for this event or seminar
Presented By:
Kayla Van Horn, Private Wealth Advisor - Ameriprise Financial
Hosted By:
A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy.
To reserve a spot:
call us at **503.808.1515**
or
email us at wealthstrategypartners@ampf.com
### Event registration
Smart strategies for putting cash back to work
Date: Wednesday, April 16, 2025
Time: 11:30 AM - 12:30 PM
Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration.
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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.** Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
### Spring Clean Your Finances
Wednesday, March 19, 2025
PDT
Amanda Chomyszak, CIMA(R) , CPWA(R) , Advisor Consultant - New York Life Investments
Wealth Strategy Partners, a private wealth advisory practice of Ameriprise Financial
You usually clean out your closet or home every spring... but have you ever spring cleaned your finances? This event will talk about the importance of doing a full review of your finances every year, what areas you should be focused on the most, and how to set yourself up for financial success for the rest of the year.
### Smart strategies for putting cash back to work
Wednesday, April 16, 2025
William Moore, Managing Regional Director - Natixis Funds
Natixis and its representatives are not affiliated with Ameriprise Financial.
## Past events
### Wealth and Wellness: Balancing financial, physical, and mental well-being
Wednesday, January 15, 2025
Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.
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.
### Financial Exploitation
Thursday, November 21, 2024
Ben Rizzuto, Wealth Strategist - Janus Henderson Investors
Wealth Strategy Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
Janus Henderson Investors and its representatives are not affiliated with Ameriprise Financial
### Making Medicare Work for You
Thursday, October 17, 2024
Jennifer Taboada, Wealth Education Specialist - BlackRock
BlackRock and its representatives are not affiliated with Ameriprise Financial.
### Social Security: Preparing for Retirement
Thursday, September 19, 2024
Michael Russell, Sr. Regional Consultant - MFS
During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.
MFS and its representatives are not affiliated with Ameriprise Financial.
Always consult a Social Security agent or attorney regarding your specific Social Security decisions.
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 fluctuationin value.
### Take Control of your financial future: Five things every woman should know about investing
Thursday, August 15, 2024
Amy Osborne, Lead Investment Learning Consultant - Franklin Templeton
Franklin Templeton and its representatives are not affiliated with Ameriprise Financial
## Connect with us
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* These are informational events. There is no cost or obligation.
* Ameriprise Financial cannot guarantee future financial results.
* 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.
* The Compass is a trademark of Ameriprise Financial, Inc.
* **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.**
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© 2005-2025 Ameriprise Financial, Inc. All rights reserved.
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## Thank you for reaching out!
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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We look forward to helping you achieve your financial goals.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
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**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
 and .
© 2025 Ameriprise Financial, Inc. All rights reserved.
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