Contact:
Katelin M Sherman
Ameriprise Financial
(860) 668-4040

LOCAL FINANCIAL ADVISOR HOSTS OCTOBER SEMINAR SERIES

Suffield, Conn. – September 17, 2009 – Kate Daly Rietberg, a financial advisor with Ameriprise Financial, is hosting an informational seminar series throughout the month of October titled “Are You Positioned for Your Financial Recovery?” The seminars look at individual and family financial goals that may be impacted by market volatility or a job loss, and provides information to help attendees prepare for a career change or self employment. The series also considers planning your retirement income – now or in the future -- along with protection and estate planning strategies.

All seminars will take place at The Lily House Bed and Breakfast, 13 Bridge Street, Suffield. Space is limited so please call (860) 668-4040 or email katelin.m.sherman@ampf.com by the Monday prior to each event to reserve your seat. There is no cost or obligation.

The series includes the following sessions:

Wednesday, September 30, 2009
2 p.m. or 6 p.m.
Registration deadline: Monday, September 28

Topics and speakers:

• “Career Alternatives in a Tough Economy” presented by Suzanne Gray, coach, The Entrepreneur’s Source
• “Small Business Financing” presented by Gary Briggs, vice president of commercial banking, The First National Bank of Suffield
• “Financial Strategies During a Job Transition” presented by Renee Sherman CFP®, CRPC®, ChFC®, field vice president, Ameriprise Financial

Wednesday, October 14, 2009
2 p.m. or 6 p.m.
Registration deadline: Monday, October 12

Topics and speakers:

• “Social Security” presented by Robert Rodriguez, public affairs specialist, Social Security Administration
• “Understanding Your Medicare Benefits and Options” presented by Lindsay Quillen MSW, regional manager, CHOICES program
• “Protect Your Dream” presented by Kara Sherman, vice president, RiverSource Annuities
• “Planning for Income to Last: Handling the Key Risks to a Financially Secure Retirement” presented by Michel Manosh, senior regional vice president, Fidelity Investments

Thursday, October 15, 2009
2 p.m. or 6 p.m.
Registration deadline: Monday, October 12

Topics and speakers:

• “PowerShift – A Retirement Income Solution” presented by Richard McLaughlin, regional vice president, RiverSource Mutual Funds
• “Long Term Care is a Family Affair” presented by Gus Velleco, long term care planning specialist, Genworth Financial

Wednesday, October 21, 2009
2 p.m. or 6 p.m.
Registration deadline: Monday, October 19

Topics and speakers:

• “Trusts” presented by Victoria Spellman, attorney, Spellman & Kelly, LLC
• “Protection Planning in Uncertain Times” presented by Patrick D. Sherman, regional vice president, RiverSource Insurance
• “Protecting Your Most Important Asset – Your Family” presented by John Baez, CSA®, CLTC, regional long term care wholesaler, John Hancock

As a financial advisor, Rietberg provides customized financial advice that is anchored in a solid understanding of client needs and expectations, and provided in a one-on-one relationship with her clients. For more information, please contact Katelin Sherman at (860) 668-4040.