Well’s Post

Catch a glimpse into the incredible synergies between Integrity and Health & Wealth Agency! Hear from the Giordanos about what sets this partnership apart and how our alignment will help propel their growth for many years to come. https://bit.ly/3tZx4jn #Announcement #IntegrityPartnership #IntegrityFamily

This week’s Financial Health Segment on WENY-TV dives into, “The Importance of Emergency Funds, and How to Build One”. Watch Here - https://lnkd.in/e2PgNUjR #emergengysavings #financialhealth #financialplanning

Many new year's resolutions revolve around health, a sensible approach but the new year is also the perfect time to review your financial health, too! Could our team of financial advisers help you? Find out more here: https://lnkd.in/ee2EZ87r #financialhealth #financialplanning #financialplan #financialadviser #newyear #healthcheck #lb1858

2023 SEMINAR SERIES: When Your Health and Your Money Intersect Thursday, Oct. 19th 12-12:45 p.m. Central Time Hosted by: Tarian Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC. The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about: • Key health discussions and decisions • How a little preparation goes a long way • How your advisor can help Presented by Michael Graci, Director, Advisor Insights, BlackRock Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 792 7630# Click here to join the WebEx Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. Blackrock and their representatives are not affiliated with 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©️ 2023 Ameriprise Financial, Inc. All rights reserved. 5486186ACMR0323

2023 SEMINAR SERIES: When Your Health and Your Money Intersect Thursday, Oct. 19th 12-12:45 p.m. Central Time Hosted by: Tarian Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC. The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about: • Key health discussions and decisions • How a little preparation goes a long way • How your advisor can help Presented by Michael Graci, Director, Advisor Insights, BlackRock Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 792 7630# Click here to join the WebEx Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. Blackrock and their representatives are not affiliated with 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©️ 2023 Ameriprise Financial, Inc. All rights reserved. 5486186ACMR0323

Here from 5 industry execs on their strategies for profit and financial sustainability at our June webinar.

2023 SEMINAR SERIES: When Your Health and Your Money Intersect Thursday, Oct. 19th 12-12:45 p.m. Central Time Hosted by: Tarian Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC. The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about: • Key health discussions and decisions • How a little preparation goes a long way • How your advisor can help Presented by Michael Graci, Director, Advisor Insights, BlackRock Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 792 7630# Click here to join the WebEx Password: Seminar1! Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting. Thank you in advance for entering your name and email address to attend. This is an informational seminar. There is no cost or obligation. Blackrock and their representatives are not affiliated with 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©️ 2023 Ameriprise Financial, Inc. All rights reserved. 5486186ACMR0323

January is an excellent month to take stock of where you are, a couple of months before the end of the tax year, gives you the chance to make sure you are maximising your allowances before they expire. Want to know more? Get in touch. #lb1858 #financialadvice #financialplanning #financialgoals #newyearnewgoals

The new year is a chance to review your financial health, it's not just pensions that could do with a spring clean though! If you manage an investment portfolio yourself, you many benefit from taking an overview or whether your investments are still on track to meet your needs. If you would like to discuss, get in touch. #investmentportfolio #investmentstrategy #pensions #springclean #finance #personalfinance #lb1858

Secure your spot for our June webinar, where with a stellar panel of industry leaders we'll explore strategies & insights for achieving financial sustainability in aged care. Register here: https://lnkd.in/gV3RPu4s #MakingAgedCareBetter #AgedCareAustralia #FinancialSustainability