Upcoming Events

Economic Outlook-What We Have Heard-What We Don't Know-And What We Know

Emily Dupre, Regional Director - MFS Investment Management

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, APMA®

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

MFS Investment Management

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Ameriprise.com Secure site Technology Workshop

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, APMA®, Private Wealth Advisors - Ameriprise Financial Services, Inc.

Emond, Berger and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Learn about the key features of the secure site on ameriprise.com:

  • Message Center
  • Total View – Account aggregation tool

We will also take questions on how to read your statement.

Please email all of your questions prior to the workshop so that we may have the appropriate resources available to discuss it.

Space for this event is limited. Webex is available by request.

Tutorial 7: Secure Messaging

This tutorial helps you learn how to message securely with your advisor. Topics include:

  • Inbox set-up
  • Notification process
  • Creating a message
  • Adding attachments
  • Saving or sending drafts
  • View options within Message Center

Tutorial 8: Total View account aggregation tool

You can see the value of bringing information from multiple accounts together in one place. This tutorial includes examples of Total View dashboard, accounts, and holdings pages plus step-by-step instructions about how to:

  • Enroll in Total View
  • Add accounts, including Ameriprise accounts
  • Get familiar with viewing accounts in Total View

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Emond, Berger and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

This is an informational seminar. There is no cost or obligation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Add Event
to Calendar

Ameriprise.com Secure site Technology Workshop

Christine M. Emond, CRPC®, CLTC and Harvey L. Berger, CFP®, APMA®, , Private Wealth Advisors - Ameriprise Financial Services, Inc.

Emond, Berger and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Learn about the key features of the secure site on ameriprise.com:

  • Make a Transfer
  • Add External Bank

We will also take questions on how to read your statement.

Please email all of your questions prior to the workshop so that we may have the appropriate resources available to discuss it.

Space for this event is limited. Webex is available by request.

Tutorial 9: Make a Transfer

This tutorial demonstrates how you can make a transfer, view transfers in process and cancel a transfer.

Tutorial 10: Add External Bank

This tutorial demonstrates how you can add an external account for money transfers either to or from Ameriprise Financial accounts. Examples of where you can locate information needed to input during the process such as routing and account numbers are provided.

For more information: call us at 703.359.2660 or email us at kataliya.d.rudolph@ampf.com

Emond, Berger and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

This is an informational seminar. There is no cost or obligation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIEDFINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Add Event
to Calendar