Upcoming events

2023 Emotions, Expectations and Economics

EST

Daytona 500 Room, One Daytona Blvd, Daytona Beach, FL 32114

Dan Bone, Vice President, Senior Advisor Consultant - Franklin Templeton Distributors, Inc

David Carson, Private Wealth Advisor and Brian Wheeler, Private Wealth Advisor, - EIS Wealth Management

During this complimentary session:

We’ll discuss how fear, the media and the urge to time the markets influence investors’ emotions. Additionally, we’ll explore investors’ expectations during bull markets and their predisposition to think, “This time it’s different.” We’ll also look at three types of investors and their market expectations and will end the session with a brief overview of U.S. economic history by touring the last eight decades.
To reserve a spot: call us at 386.763.8229 or email us at caren.cardin@ampf.com

Investors should consider the investment objectives, risks, charges, and expenses of a Mutual Fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

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

Franklin Templeton 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.

Past events

How to Stay Safe From Cyber Crime and Identity Theft

EDT

Join this event online

Jeff Lanza, Retired FBI Agent, Keynote Speaker

Ameriprise Financial, LLC

John Hancock

The presentation will focus on these areas:

• The impact of technology

• Understanding the threats

• Protecting you and your family

• Accountability and support

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

John Hancock Investment Management and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, LLC. All rights reserved.

Economic and Market Outlook

EDT

LPGA Clubhouse, 1000 Champions Drive, Daytona Beach, FL 32124

Russell T Price, CFA, Chief Economist - Ameriprise Financial

The Daytona Beach Office of Ameriprise Financial Services, LLC

During this Complimentary Presentation, We Will Discuss:

  • Current Market Conditions and the Economic Outlook
  • Market Conditions
  • Investment Implications

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

Not FDIC Insured|No Financial Institution Guarantee|May LoseValue

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2022 AMERIPRISE FINANCIAL, INC. ALL RIGHTS RESERVED.

The Road to Recovery

EDT

Stonewood's Grill & Tavern, 2150 LPGA Blvd, Daytona Beach, FL 32117

Paul Peterson, Regional Vice President - First Trust

The Daytona Beach Office of Ameriprise Financial Services, LLC

During this complimentary session, we will examine some of the factors impacting our economy and the markets, such as:

  • COVID-19
  • Current economic data
  • Market performance

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

First Trust and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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.

© 2021 Ameriprise Financial Inc. All rights reserved.

Are you leveraging all the technology available to you at Ameriprise?

EDT

Join this event online

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

Southern States Region of 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.

Not FDIC Insured |No Financial Institution Guarantee |May Lose Value

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

2022 Capital Markets Outlook & Opportunities

Robert M. Carpenter, Regional Advisor Consultant - Columbia Threadneedle

The Daytona Beach Office of Ameriprise Financial

The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we’ll explore today’s financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economy along with thoughts on building an investment portfolio for today and tomorrow.

*Lunch will be provided*

Seating is Limited Please RSVP by July 8th

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. This seminar is sponsored by Columbia Management Investment Advisers, LLC. This is an informational seminar. There is no cost or obligation. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. Investment products are not federally or FDIC-insured, 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 Ameriprise Financial Services, LLC, are affiliated. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.4767875ACMR0622