Join us for a special virtual event - Counterweights Date: Tuesday, April 14, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Shannan Martin, Author Hosted By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC® , Private Wealth Advisor Shannan Martin is the bestselling author of several books, including Start with Hello, and the popular Substack The Soup. She is a speaker and writer who found her voice in the country and her story in the city. Shannan works as a cook at The Window, a local nonprofit dedicated to feeding its community. She and her family live as grateful neighbors in Goshen, Indiana. For more information: call us at 704.896.9985 or email us at jeannie.cassarino@ampf.com 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. The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8826850ACMR0326
Join us for a client appreciation event Date: Thursday, April 23, 2026 Time: 4:00 PM - 6:00 PM EDT Location: Petty Thieves Brewing Co, 413 Dalton Avenue, Charlotte, NC 28206 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! To reserve a spot: call us at 704.896.9985 or email us at jeannie.cassarino@ampf.com RSVP Online Event registration Join us for a client appreciation event Date: Thursday, April 23, 2026 Time: 4:00 PM - 6:00 PM 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) Number of additional guests attending with you (optional) 0123 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
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Tuesday, February 24, 2026 Time: 12:00 PM - 1:00 PM EST 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 a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC® Private Wealth Advisor Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. 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.
Join us for a wine tasting Date: Thursday, February 19, 2026 Time: 4:00 PM - 6:00 PM EST Location: Total Wine & More, 20615 Torrence Chapel Road, Cornelius, NC 28031 Hosted By: Alex H. Bishop, CFP®, MS, MPAS™, CRPC® Private Wealth Advisor We'd love you to join us for a wine tasting experience. Cheers!