Giving with a purpose Date: Wednesday, April 29, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Smart Strategies for College Financing - Planning for your child's future Date: Wednesday, May 13, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.
Common Types of Fraud: How to protect yourself and your loved ones Date: Wednesday, June 3, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
Planning for the future: An approach for your whole family Date: Wednesday, June 24, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Looking for ways to feel more confident about your financial future? During this complimentary session, we’ll talk about what leaving a legacy really means, how to start meaningful conversations with your loved ones, and share practical tools to help you put your plans in motion. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Financial foundation: A guide to managing your money Date: Wednesday, July 8, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Retirement 101: Financial Strategies to Help Build Wealth in the Black Community (BEACN financial literacy) Date: Wednesday, July 22, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group You are invited to attend our educational event to discuss Financial Strategies to Help Build Wealth in The Black Community.Event Topics: Retirement 101This event will review fundamental financial principles to help you feel more confident and competent in assessing your financial situation. By the end of this presentation, you will be able to:Explain the benefits and differences between retirement plans.Identify the various considerations you need to make before retiring.Describe the features of Social Security. Explain the important ages for Social Security claims generally. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.
Your Retirement Roadmap: Building wealth and saving for the future Date: Wednesday, August 5, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Reimagining Retirement Date: Wednesday, August 19, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group From navigating new freedoms to finding purpose and balance, every phase of retirement offers a fresh opportunity to grow and thrive. During this complimentary session we’ll explore the many different stages of retirement, as well as practical methods you can take to create a retirement that feels truly meaningful and fulfilling. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Five things to know about Medicare Date: Wednesday, September 9, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Wednesday, September 23, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Wednesday, October 7, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
How to navigate volatile markets Date: Wednesday, October 21, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Strategies to help you make an impact with your estate Date: Wednesday, November 18, 2026 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Thriving in the sandwich generation Date: Wednesday, December 2, 2026 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Members of the sandwich generation are faced with a distinct set of financial and emotional challenges while also balancing the needs of aging parents and younger children. In this seminar, we’ll talk through these hurdles and share actionable steps to help you prioritize your financial future while also supporting your family. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.