2023 Emotions, Expectations and Economics Date: Monday, February 27, 2023 Time: 11:00 AM - 1:00 PM EST Location: Daytona 500 Room, One Daytona Blvd, Daytona Beach, FL 32114 Presented By: Dan Bone, Vice President, Senior Advisor Consultant - Franklin Templeton Distributors, Inc Hosted By: 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 Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.
How to Stay Safe From Cyber Crime and Identity Theft Date: Tuesday, October 18, 2022 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jeff Lanza, Retired FBI Agent, Keynote Speaker Hosted By: Ameriprise Financial, LLC Sponsored By: 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 Date: Thursday, October 6, 2022 Time: 6:00 PM - 9:00 PM EDT Location: LPGA Clubhouse, 1000 Champions Drive, Daytona Beach, FL 32124 Presented By: Russell T Price, CFA, Chief Economist - Ameriprise Financial Hosted By: 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 Date: Monday, September 26, 2022 Time: 6:00 PM - 8:00 PM EDT Location: Stonewood's Grill & Tavern, 2150 LPGA Blvd, Daytona Beach, FL 32117 Presented By: Paul Peterson, Regional Vice President - First Trust Hosted By: 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? Date: Tuesday, September 20, 2022 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Dylana Hopler, CFP®, CRPC®, Complex Director - Ameriprise Financial Services, LLC Hosted By: 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 Date: Tuesday, July 12, 2022 Time: 11:00 AM - 1:00 PM EDT Location: Ameriprise Financial Services, LLC, One Daytona Blvd., Daytona 500 Room (Main Lobby), Daytona Beach, FL 32114 Presented By: Robert M. Carpenter, Regional Advisor Consultant - Columbia Threadneedle Hosted By: 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