Upcoming events

Why a Roth IRA? Why Now?

  • CDT
  • Provided after registration
  • Join this event online
  • Greg Mullaney, Private Wealth Advisor - Somnio Capital Solutions
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
For more information: call us at 901.312.5060 or email us at Britteney.Goodman@ampf.com
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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

COVID-19 and the trend towards Responsible Investing

  • CDT
  • Provided after registration
  • Join this event online
  • Jeff Nizzardo, Advisor Consultant - Eaton Vance
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC.

This presentation will focus on:

  • COVID-19's impact on Responsible Investing
  • How companies are responding
  • Five key takeaways for investors
For more information: call us at 901.312.5060 or email us at Britteney.Goodman@ampf.com

Eaton Vance and it's representatives are not affiliated with Ameriprise Financial.

Past events

Identity Theft- Protecting your DATA and DOLLARS

  • CDT
  • Provided after registration.
  • Join this event online
  • Scott Boughton, Advisor Consultant - American Century
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary session, you’ll learn:

· The most common types of identity theft and how thieves obtain your personal data

· The multiple ways we are at risk everyday and how we can protect ourselves and others we care about

· What to do if you become a victim of identity theft and the critical resources and information you need to take swift action and minimize damage

American Century and it's representatives are not affiliated with Ameriprise Financial.

How to cover extended and long-term care costs webinar

  • CDT
  • Provided after registration
  • Join this event online
  • Tara Eisenbeis, CLTC, Senior Regional Vice President - RiverSource Life Insurance Company
  • Guidingpoint Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.
  • RiverSource is an affiliate of Ameriprise Financial

Learn how to help cover long-term or chronic care costs.
Attend our complimentary informational seminar to discuss solutions, including life insurance with optional riders, to help you manage long-term care costs in retirement.

Join us for a special presentation:
How to cover extended and long-term care costs
• Identify potential long-term and chronic care needs
• Understand how these needs could affect your lifestyle
• Protect yourself financially from long-term or chronic care expenses

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial.
Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.
Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Investing for the life you've earned - today and tomorrow

  • CDT
  • Provided after registration
  • Join this event online
  • Greg Smith, Financial Advisor - Somnio Capital Solutions
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

Are your investments working hard enough for you? During this complimentary seminar, you’ll learn about:

  • Seven essential components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break financial planning into manageable and actionable steps
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.

10 Things Every Investor Should Know About Investing

  • CDT
  • Provided after registration
  • Join this event online
  • Jordan Langan, Advisor Consultant - John Hancock
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, you'll learn:

  • 10 Things every investor should know
  • How to understand the market
  • How a professional advisor can help

John Hancock and it's representatives is not affiliated with Ameriprise Financial.

Taking Control of your workplace retirement benefits

  • CDT
  • Provided after registration.
  • Join this event online
  • Sarah Huelsman, Financial Advisor - Somnio Capital Solutions
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn how to maximize your workplace retirement benefits in your overall retirement plan. During this complimentary seminar you’ll learn:

  • Why retirement planning matters
  • Investment strategies to consider
  • About your workplace retirement benefits and how they can help you reach your retirement goals
  • Simple steps you can take to control your situation
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.