Upcoming Events

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:

  • Using eSignature
  • Document Sharing
  • To Dos

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 4: Using eSignature

If you are new to the eSignature process, this tutorial provides an example of what steps you will take to complete an eSignature form online.

Tutorial 5: Document Sharing

This tutorial includes step-by-step instructions about how to:

  • View documents uploaded online by your advisor
  • View account and tax statements, shareholder documents and confirmations online
  • Upload and share files with your advisor or other member in the account group

Tutorial 6: To Dos

  • You can learn how to use the Meeting Management functionality on the secure site, such as creating, viewing and completing To Dos.
  • 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.

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    The U.S. Charitable Gift Trust® Planned Giving with Appreciated Securities

    Eric Caplinger, Regional Vice President - Eaton Vance

    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

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

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    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