Past events

Securing Your Retirement-Transforming Social Security Into a Winning Retirement Strategy


Douglas Center Conference Room, 8343 Douglas Ave, Ste 125, Dallas, TX 75225

Tom Campbell, Market Leader - BlackRock

Ameriprise Financial Services, LLC


Identifying optimal ways to claim Social Security is essential to your retirement income planning. For many retirees, understanding and claiming Social Security can be difficult. Social Security benefits are not designed to be the sole source of your retirement income, but rather a part of your overall withdrawal strategy. Knowing the foundation of Social Security and using this knowledge to your advantage can help you claim your maximum benefit.

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

BlackRock Investments and its representatives are 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.

Virtual Cooking with Food Coach, Shelley Loving



Join this event online

Shelley Loving, Culinary Nutrition Expert & Holistic Food Educator

Ameriprise Financial Services, LLC

Putnam Investments

You are invited to join us for an exclusive webinar “Virtual Cooking with Food Coach, Shelley Loving”. Join us as Food Coach, Shelley Loving, puts a healthy twist on some holiday desserts. Recipes will be available for distribution following our event.

There is no cost or obligation.

Shelly Loving, Putnam investments and their representatives are not affiliated with Ameriprise

Ameriprise Financial Services, LLC, MemberFINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved.

Turn Up The Pink 2023


Caddo Office Reimagined-Lakewood, 6301 Gaston Ave, Dallas, TX 75214

Dr. Kamilia Smith of Charleston House

LaunchPoint Wealth Advisors

We invite you to join our fourth annual Turn Up the Pink event as we gather with clients, friends, and family to kick-off Breast Cancer Awareness month.

Hosted by Launch Point Wealth Advisors and presented by Dr. Kamilia Smith of Charleston House who will guide us through risks and how to be proactive when it comes to women’s health. You can also expect:

-Pink champagne, light bites, and desserts.

-Personalized “Know Your Risk” results

-An opportunity to give back

-Lots of mingling with fellow DFW women!

The event will be held on October 11, 2023, at 6:30pm and the invitation is attached.

Please RSVP by October 2nd by visiting our Events page on our team website Turn Up The Pink RSVP .You can RSVP with you and your guest’s name, phone number, and email address. Upon RSVPing you will be sent the digital screening tool* so you can leave the event knowing your risks courtesy of Dr. Smith and Natera Genetics.

Furthermore, we invite you to bring donations of female sanitary products to benefit those that do not have access and cannot afford these products. Which is the unique mission of the non-profit group Period Pantry, who will be at the event collecting the donations.

We use these events as an opportunity to meet those you care about who we maybe able to help through financial planning. We promise not to ‘talk shop’ at this event – it’s just fun! We’ll follow up afterward to see if we can help.

We look forward to seeing you there!

Thereis no cost or obligation.

Weare not able to accept cash or check donations at this event.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Technology Open House



Join this event online

Jamie Lieser, VP, Interactive Marketing at Ameriprise Financial - Ameriprise Financial Services, LLC

Ameriprise financial Services LLC

Learn more about the following:

• Get “on-the- go” access

• Message Center

• Statements & Documents

• Total View

• Using e-Signature

• Personalize your Accounts

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

Home, Simplified: How to create a calm, organized home with KonMari



Join this event online

Amanda Jefferson, Consultant

Ameriprise financial Services LLC

MFS Investments

After living in close quarters during the pandemic, people are more than ever eager to do some major de-cluttering. But where to start?

KonMari consultant Amanda Jefferson can show us how. The KonMari Method® is the revolutionary process of decluttering and organizing pioneered by Marie Kondo. Kondo's unique process focuses on surrounding yourself with only those things that "spark joy." Amanda will share the secrets of the KonMari Method®, with a special focus on the first category – Clothing – so that you’ll leave this virtual workshop ready to get started.

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

MFS Investments and its representatives are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.