Upcoming events

RoseStone Wealth Advisors Movie Day

CST

The Warren Theater, 1700 West Aspen Creek Drive, Broken Arrow, OK 74011

RoseStone Wealth Advisors

You and your family are invited to attend The Polar Express in Tulsa!

To reserve a spot: call us at 918.270.1999 or email us at whitley.doss@ampf.com

There is no cost or obligation. RoseStone Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. The Compass is a trademark of Ameriprise Financial, Inc.© 2022 Ameriprise Financial Inc. All rights reserved.

Past events

What's the Scoop

CDT

Tulsa Marriott Southern Hills, 1902 E. 71st , Tulsa, OK 74136

Neal Guidry, Regional Director - Macquarie Asset Management

RoseStone Wealth Advisors

Macquarie Asset Management, Wells Fargo and Columbia Threadneedle

Bring a guest and join us for dinner and a seminar.

Neal Guidry, Regional Director for Macquarie Asset Management will present live: "Talking to Your Children-Building a Plan for a Healthy Financial Future"

This is an informational seminar. There is no cost or obligation. Sponsored by: Macquarie Asset Management, Wells Fargo and Columbia Threadneedle. Columbia Threadneedle is affiliated with Ameriprise Financial. Macquarie Asset Management and Wells Fargo 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Inc. All rights reserved. 4910536ACMR0822

Social Security: Planning for Retirement

CDT

Ti Amo Restaurant, 6024 South Sheridan Road, Tulsa, OK 74145

Mike O'Donovan, Director of MFS Fund Distributors Investment Management - MFS Fund Distributors Investment Management

RoseStone Wealth Advisors

Mike O'Donovan Director of MFS Fund Distributors Investment Management presents Social Security: Planning

for Retirement.

This is an informational seminar. There is no cost or obligation. MFS, American Century, First Eagle, Neuberger Berman 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Inc. All rights reserved.

Market and Economic Perspectives

CDT

Join this event online

Andrew Schurle, Vice President—Regional Director - Goldman, Sachs & Co.

RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

Event Market and Economic Perspectives

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

Goldman Sachs and their 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.

The Compass is a trademark of Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved. 4749786ACMR0522

Beau and Brandt Brock Retirement Party

CDT

Five Oaks Lodge, 528 E 121st S , Jenks, OK 74037

RoseStone Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

RoseStone Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

come and go retirement party honoring Beau and Brandt Brock.

There is no cost or obligation to attend.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4551853ACMR0322