Jackie Weinstein, MBA, CRPC Financial Advisor

09/08/2026

Are you interested in learning more about how working with an Ameriprise financial advisor can help you achieve your financial goals? Join me for an informative seminar that will answer many of your questions! https://bit.ly/4h0P69R

09/08/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/06/2026

Join me for an introduction to the key elements of financial planning including investing, tax planning strategies, retirement planning and more. https://bit.ly/4gTRY8g

09/05/2026

As loved ones age, families often find themselves providing more support. Join me for a session that will provide guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Every caregiving journey is different and this presentation discusses options and considerations to help you find the approach that is right for your family. Learn more: https://bit.ly/4iODcSM

09/04/2026

Want to learn the insider details about Medicare? Need more information about deadlines, managing healthcare options, and costs in retirement? Join me for a seminar highlighting the five key things to know about Medicare. https://bit.ly/4gGaOQ4

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/02/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

09/01/2026

Your business equity touches everything— growth, taxes, and your personal future. I can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

08/31/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. I can assist you in planning your transition to help preserve value and reflect your vision.