Your Journey to Healthy Aging: An Introduction to the Agency on Aging Date: Tuesday, August 11, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Amanda Dawson, Aging Program Coordinator and Kristen Srouji, Aging Program Manager - Centralina Area Agency on Aging Hosted By: Alex H. Bishop, MS, CFP®, CRPC, MPAS Private Wealth Advisor Join us for an informative virtual session introducing the Centralina Area Agency on Aging (AAA) and the valuable health and wellness resources available to older adults in our community. Amanda Dawson and Kristen Srouji will provide an overview of Centralina AAA's Health and Wellness Team and share how their programming promotes healthy aging through evidence-based best practices designed to support independence, well-being and quality of life. During this session, you'll learn about: - Health and wellness programs - Opportunities for older adults to stay active, engaged and connected - Services available through Centralina Area Agency on Aging Whether you are an older adult, caregiver, family member or community partner, this is a great opportunity to learn about programs that can help individuals age well and live healthier lives. For more information: call us at 704.896.9985 or email us at jeannie.cassarino@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar This is an informational event. There is no cost or obligation.Centralina Area Agency on Aging and its representatives are not affiliated with Ameriprise Financial.
Simple Safeguards: How to stay safe from cybercrime and identity theft Date: Tuesday, July 14, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jeff Lanza, Retired FBI Special Agent - in partnership with Nomura Asset Management Hosted By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC®, Private Wealth Advisor Sponsored By: Alex Freud, Team Lead - Internal Sales with Nomura Asset Management International This is an informational seminar. There is no cost or obligation. Nomura Asset Management International is not affiliated with Ameriprise Financial. 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.Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Join us for a client appreciation event Date: Thursday, June 18, 2026 Time: 4:00 PM - 6:00 PM EDT Location: 760 Craft Works, 100 Gilead Road, Huntersville, NC 28078 Hosted By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC® Private Wealth Advisor We want to celebrate our clients. Please join us as we thank you for your continued support. Enjoy this special event in honor of you!
2026 Market and Economic Outlook Date: Tuesday, June 9, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC® , Private Wealth Advisor - Bishop Financial Partners Hosted By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC® Private Wealth Advisor At Ameriprise, our experts in the Investment Research Group (IRG) are here to help make sense of what is happening in the markets and offer perspectives on the current environment. Based on the IRG’s latest insights, this presentation will highlight key market and economic updates for the first half of 2026 including key economic drivers, equity trends, and potential opportunities in fixed income. 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.© 2026 Ameriprise Financial, Inc. All rights reserved.
Welcome to Medicare 2026 Date: Tuesday, May 19, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jeff Kristofak, Licensed Agent/Director Hosted By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC® , Private Wealth Advisor Join us for a complimentary session, where Jeff Kristofak with Policyline Insurance will guide us through Medicare. He will cover the basics and what has changed for this year. This is an informational seminar. There is no cost or obligation. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.
From Desk to Destination: Travel Tips Over Lunch Date: Tuesday, April 28, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Lindsay Smith, L&S Travel, Owner & Travel Designer Hosted By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC® , Private Wealth Advisor Join us for this virtual lunch and learn as Lindsay Smith of L&S Travel shares her favorite tips and tricks in the world of travel. She'll share the hottest new trips on the horizon here and abroad. Lindsay Smith is the Owner of L+S Travel and a passionate travel advisor with over 18 years of experience crafting seamless, elevated journeys around the world. Known for her keen attention to detail and love of discovering unique destinations, she specializes in designing customized itineraries that blend luxury, authenticity, and ease. Lindsay is dedicated to making every trip unforgettable—whether it’s a milestone celebration, a bucket-list adventure, or a perfectly planned getaway. This is an informational seminar. There is no cost or obligation. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.