Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.
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239.415.2601
Carrie.Coats@ampf.com
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Carrie Coats
Financial Advisor • Vice President
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Wealth and Wellness: Balancing financial, physical, and mental well-being

November 07, 2024 - 8:00 AM EST

Building a healthier life involves more than just physical wellness. In this complimentary seminar, you’ll learn how financial well-being plays a key role in reducing stress and supporting overall health. We’ll discuss practical strategies to better manage expenses, prepare for the unexpected and take a more confident, proactive approach to your financial future.
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Presented by: Flavia Erickson, Senior Regional Vice President - Riversource

Hosted by: Carrie Coats, AAMS™, Financial Advisor, and Brad Bersh, MBA, Financial Advisor, Managing Director with The Marco Island Group, a financial advisory practice of Ameriprise Financial Services, LLC

Sponsored by: Riversource

Join us!

Date: Thursday, November 7, 2024

Time: 8:00 AM - 10:00 AM EST

Location: The Pickleball Haven, 2479 Shadowlawn Dri, Naples, FL, 34112

To reserve a spot: call us at 239.415.2601 or email us at carrie.coats@ampf.com
Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.
Visit my website
239.415.2601
Carrie.Coats@ampf.com
Office Locations
  • Visit Carrie Coats's Facebook page
  • Visit Carrie Coats's LinkedIn page
  • 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.

  • This is an informational seminar. There is no cost or obligation.
  • Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices.
  • Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.
  • Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
  • Carrie Coats may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • 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.

 
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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2005-2026 Ameriprise Financial, Inc. All rights reserved.

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I look forward to helping you achieve your financial goals. Prepare for our meeting

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

This offer is only valid in the United States.


corporate entities and important disclosures | terms of use | privacy and security center | about email fraud

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

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.