Upcoming events

Ameriprise.com Secure Site and Total View Tutorial

  • Justin Creighton, Associate Financial Advisor
  • Hickory Pointe Financial Group

Please join us for a real-time how-to presentation focused onAmeriprise.com Secure Site features, tools and Total View. Learn how to securely upload documents for your advisor, review your portfolio holdings, activity and performance, and see how to send and receive secure emails.

To reserve a spot: call us at 610.828.1786 or email us at hickorypointefinancialgroup@ampf.com

The third-party account information shared with your financial advisor through Total View is for informational purposes only. Review or analysis of this information does not constitute an endorsement or recommendation by your financial advisor or Ameriprise of the investments, products or services held or utilized by you and referenced by such third-party account information and does not create a duty to advise you with respect to such third-party assets and services.

Flag Day in Philadelphia & America’s Anniversary Behind the Scenes Webinar

  • Hickory Pointe Financial Group

We're excited to invite you to an upcoming entertainment webinar. Join us for a presentation with the Independence Historical Trust to learn more about the upcoming events this summer for Flag Day and various concerts, ceremonies and activities happening in the park. We will also explore events leading up to America’s 250th anniversary in 2026.

· A look at the events that happen in Independence National Historical Park from Flag Day (June 14th) to the Public Reading of the Declaration of Independence (July 8th). That time period includes various concerts, ceremonies and activities happening in the Park.

· Anniversaries of major events (250thof the Continental Congress meeting at Carpenters’ Hall in 2024, the 250thAnniversary of the marines and Navy in 2025 and of course 2026.

· Projects that are underway to be done for 2026 which includes the First Bank and the Bicentennial Bell Garden.

To reserve a spot: call us at 610.828.1786 or email us at michelle.skimmons@ampf.com

Past events

Philadelphia Flower Show - Behind the Scenes Webinar

  • Sam Lemheney , Chief of Shows and Events
  • Hickory Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

We're excited to invite you to an upcoming entertainment webinar. Join us for a presentation from PHS Chief of Shows and Events, Sam Lemheney, to learn more about the upcoming 2022 Philadelphia Flower Show and special highlights that you can look forward to, including the event layout, exhibits and the signature cocktail.

Getting to know the basics: The essentials to better understanding your financials

  • Alan Barlow, Private Wealth Advisor - Ameriprise Financial Services, LLC
  • Hickory Pointe Financial Group
Looking to get on track with your finances? Need some ideas on where to start? During this complimentary session we'll discuss:
  • the essentials of budgeting, managing debt and credit, investing and saving
  • actionable tips that can help you develop good financial habits for the future
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.com Secure Site and Total View Tutorial

  • Justin Creighton, Associate Financial Advisor - Hickory Pointe Financial Group, A private wealth advisory practice of Ameriprise Financial Services,
  • Hickory Pointe Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for a real-time how-to presentation focused onAmeriprise.com Secure Site features, tools and Total View. Learn how to securely upload documents for your advisor, review your portfolio holdings, activity and performance, and see how to send and receive secure emails.

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

The third-party account information shared with your financial advisor through Total View is for informational purposes only. Review or analysis of this information does not constitute an endorsement or recommendation by your financial advisor or Ameriprise of the investments, products or services held or utilized by you and referenced by such third-party account information and does not create a duty to advise you with respect to such third-party assets and services.

Why a Roth IRA? Why Now?

  • Alexa Comey, Associate Financial Advisor - Ameriprise Financial
  • Hickory Pointe Financial Group
Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:
  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Ameriprise.com Secure Site Tutorial

  • Justin Creighton, Financial Advisor
  • Hickory Pointe Financial Group

Please join us for a real-time how-to presentation focused onAmeriprise.com Secure Site features, tools and Total View. Learn how tosecurely upload documents for your advisor, review your portfolio holdings,activity and performance, and see how to send and receive secure emails.