Upcoming events

7 Things no one tells you about retirement

CDT

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Andrew Aldi, III, CFP , CIMA, Division Manager, Columbia Threadneedle Investments

Gulf Lakes Region of Ameriprise Financial, LLC

You are invited to an exclusive webinar presentation of “7 Things no one tells you about retirement”.

Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

To reserve a spot: call us at 972.232.1613 or email us at Cheryle.x.hale@ampf.com

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

Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney.

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.

Columbia Threadneedle and their representatives are affiliated with Ameriprise Inc.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Economic and Market Outlook

CST

Meeting1!

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Russell Price, CFA®, Chief Economist with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC

You are invited to an exclusive webinar presentation of “Economic and Market Outlook”.

Join us to discuss:

· Two ways of looking at the economy

· Market conditions

· Investment implications

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

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

CST

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

Tom Campbell, Market Leader - BlackRock

Ameriprise Financial Services, LLC

BlackRock

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

CST

Meeting1

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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

CDT

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

CDT

Meeting1!

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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.