Upcoming events

Estate planning for women. How a plan puts you in control.

  • Julie Terry, CFP®, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary seminar, you'll learn ways to:

  • Care for the people you love, even after you're gone.
  • Leave behind a lasting, meaningful legacy.
  • Overcome the unique estate planning challenges faced by women.
For more information: call us at 901.312.5060
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Five things to know about Medicare

  • Andrew Tillett, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs can than arise. During this complimentary seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
For more information: call us at 901.312.5060

Holiday Caroling with Kelly Carey

  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

We welcome you, your family, and friends to help us celebrate the season with a new virtual tradition, Caroling with Kelly Carey!
Join us as we enjoy some traditional, and not so traditional, holiday songs performed live by Kelly Carey and Rick Santamaria from the comfort of your home.

For more information: call us at 901.312.5060 or email us at britteney.goodman@ampf.com

There is no cost or obligation.

Creating your retirement paycheck: Strategies to help you live the life you’ve earned

  • Michael Turner, CFP®, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Do you ever wonder how much income you'll need in retirement and where it will come from? During this complimentary seminar, you’ll learn how to:

  • Determine how much income you’ll need in retirement
  • Identify income sources that you can combine to create your "retirement paycheck"
  • Help make your savings last
For more information: call us at 901.312.5060
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.

Navigating your job transition

  • Greg Lemon, CPA®, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Being out of work can be very challenging, both financially and emotionally. Today's session will cover some important things to consider as you navigate through this transition period, including:

  • How to meet your basic expenses and manage debt while in between jobs
  • Understand what health insurance options are available
  • How to handle retirement accounts
For more information: call us at 901.312.5060
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.

Past events

A guide to teaching financial responsibility

  • Bud Milligan, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:

  • Why it's important to raise financially responsible children
  • Financial basics to share with your children during key ages
  • How the examples you set and the habits your children create have lasting implications on the entire family

Knowledge is power - financial strategies for women

  • Marisa Simonetti, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

During this complimentary seminar, you'll learn about four financial considerations for women and strategies to address them. We'll discuss:

  • The income gap
  • Longer lifespans
  • Multiple roles and responsibilities
  • Life changes

Plan for the Future. Maximizing Your Social Security Benefits.

  • Bruce Patteson, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Will Social Security provide the retirement income you need for life? This complimentary seminar will explain:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.

Retirement Insights - Women & Retirement Webinar

  • Karen Ibay, Advisor Consultant - JP Morgan
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Please join us for this informational webinar.
CLICK HERE TO REGISTER FOR THIS EVENT

JP Morgan and it's representatives is not affiliated with Ameriprise Financial.