Past events

Why Social Security Matters

EDT

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Robert Kron, CFP®, Managing Director - Nuveen Investment Management

Retirement Direction Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Learn about Why Social Security Matters.

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

Nuveen 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.5925589ACMR0923

Are you Leveraging All the Technology Available to you at Ameriprise?

EDT

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Dylana Hopler, CFP®, CRPC®, Complex Director - Ameriprise Financial Services, LLC

Retirement Direction Group, a private wealth advisory practice of 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.

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. 5435498ACMR0223

Retain Your Brain: How to Age-Proof Your Most Valuable Assets

EDT

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Ryan Sullivan, CFP®, CRPC®, ChFC®, Vice President & Managing Director of Applied Insights - Hartford Funds

Ameriprise Financial Services, LLC

During this informational event, you will learn how to financially prepare for the possibility of cognitive decline and prevent, or at least slow, the aging of your brain.

Financial professionals already focus on helping ensure a client’s wealth lasts as long as the client lives. By understanding the simple tips we’ll share in this presentation, they can help ensure a client’s brain health lasts longer, too.

This is an informational seminar. There is no cost or obligation. Harford Funds and its representative 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.

Ameriprise Financial Services, LLC. Member FINRA andSIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.

5790735ACMR0723

Beer Tasting

EDT

Legion Brewing, 5610 Carnegie Blvd, Charlotte, NC 28209

The Charlotte Branch of Ameriprise Financial

Dinner will be provided. Space is limited.

There is no obligation or cost for this event.

Advisor office located at 4521Sharon Rd, Suite 300 Charlotte, NC 28211 704.972.2345

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc., All rights reserved. 5756659ACMR0623

1,000 Places to See Before you Die

EDT

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Patricia Schultz, Author

Retirement Direction Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

Travel guru and author of the #1 New York Times bestseller 1,000 Places to See Before You Die, Patricia Schultz will share her expert insights on all things travel. A veteran travel journalist with over 30 years of experience writing for Frommer’s, Berlitz, and Access travel guides as well as the Wall Street Journal, Conde Nast Traveler and more, Patricia is sure to inspire the world traveler in everyone.

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

Patricia Schultz is not affiliated with Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5682565ACMR0523