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. 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. 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: The Wine Room at Afton Village, 5401 Village Dr NW, Concord, NC 28027 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, June 18, 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) 01234 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
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 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. 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.
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. 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. 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, 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!
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. 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
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!