Caring for aging loved ones: What to consider Date: Wednesday, May 8, 2024 Time: 12:00 PM - 1:00 PM MDT You must RSVP to receive access credentials for this event or seminar Presented By: Daniel B. Schultz, CFP®, CDFATM, CRPC®, APMA®, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors Sponsored By: Ameriprise Financial Services, LLC As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Boulder Rez Party: Fun in the Sun Date: Saturday, July 27, 2024 Time: 12:00 PM - 3:30 PM MDT Location: Boulder Reservoir, 5565 N 51st St, Boulder, CO 80301 Hosted By: Brightside Wealth Advisors Summer is just around the corner and it’s not too soon to start planning for our Annual Boulder Rez Party on Saturday, July 27th from 12pm-3:30pm MT at the Boulder Reservoir! If you’ve come in years past, you know this event is not to be missed! RSVP’s are being accepted. Bring your family, bring your friends, bring your flip-flops and sunscreen. Enjoy some barbeque and Dan's legendary margaritas. Hope you can join us! Please see below to RSVP. To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar These are informational events. There is no cost or obligation to attend any event. Event details are subject to change. Detailed invitations may be sent prior to each event. Dan Schultz CA insurance # 0I53662 Brightside Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services,LLC 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. 6125098ACMR1123
2024 University of Colorado Tailgates Date: Saturday, August 31, 2024 Time: 10:00 AM - 2:00 PM MDT Location: Franklin Field (Southeast Corner #E32), 2400 Colorado Ave, Boulder, CO 80302 Presented By: Daniel Schultz, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors Join us for all CU home games during the 2024 football season: Sat, Aug 31 CU vs. North Dakota State Sat, Sep 21 CU vs. Baylor Sat, Oct 12 CU vs. Kansas State Sat, Oct 26 CU vs. Cincinnati Sat, Nov 16 CU vs. Utah Fri, Nov 29 CU vs. Oklahoma State Check back for date and time updates closer to each tailgate. No RSVP required - come hungry! For more information: call us at 303.245.2018 or email us at karen.cobb@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar University of Colorado is not affiliated with Ameriprise Financial, LLC
Navigating your Social Security benefits Date: Thursday, November 14, 2024 Time: 12:00 PM - 1:00 PM MST You must RSVP to receive access credentials for this event or seminar Presented By: Daniel Schultz , Private Wealth Advisor | Managing Director - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.