Past events

Education Planning and Funding

  • Ken Davis, Regional Vice President - Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.
  • Charlotte Branch Offices
  • Columbia Threadneedle Investments

There is no cost or obligation.

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.

Investors should carefully consider the investment objectives, risks, charges and expenses associated with the 529Savings Plan before investing. More information about a particular 529 Savings Plan is available in the issuer's official statement that may be obtained from the investor’s Ameriprise financial advisor. The official statement should be read carefully before investing.

Clients contributing to a 529 Savings Plan offered by a state in which they are not a resident should consider, before investing, whether their or their designated beneficiary(s), home state offers any state tax or other benefits only available for investments in such state's qualified tuition program. The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10% federal tax penalty, and the possibility of a recapture of any state tax deductions or credits taken.

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 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 Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

EMPOWER™The Female Investor

  • Candice Tse, Vice President, Senior Market Strategist - Goldman Sachs and its representatives are not affiliated with Ameriprise Financial.
  • Charlotte Branch Office
  • Goldman Sachs

During this complimentary seminar we will discuss the increasing power of women in the global economy, including:

  • Financial planning challenges affecting women
  • How to build investment confidence
  • EMPOWERing the female investor

EMPOWERTM is a trademark of Goldman Sachs. Goldman Sachs and its representatives are not affiliated with Ameriprise Financial.

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.

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc, All Rights reserved.

8,000 Days

  • Ryan Sullivan, Managing Director - Hartford Funds and its representatives are not affiliated with Ameriprise Financial.
  • Charlotte Branch Offices
  • Ben Sugarwala with Hartford Funds

The presentation will focus on:

  • Challengers and opportunities of longevity
  • Consumer behavior and decision making
  • Trends in demographics, technology, and lifestyles
  • The future of retirement

Hartford Funds and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc.All rights reserved.

Understanding Medicare form A to D

  • Erik Martenson, Vice President, Regional Sales Director - First Eagle Funds and their representatives are not affiliated with Ameriprise Financial.
  • Charlotte Branch Office
  • First Eagle Funds

This complimentary seminar can help guide you through the essentials of Medicare,

including:

  • An introduction to the program, its coverage and its costs
  • The enrollment process, and where and how to start
  • Coordinating Medicare benefits with other forms of insurance
  • The resources available to help individuals

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

Sponsored by First Eagle Funds. First Eagle Funds and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved.

Working Together Online

  • Mitch Hodgkiss, Private Wealth Advisor | Associate Branch Manager
  • Charlotte Branch Office of Ameriprise

During this complimentary seminar, you’ll learn:

  • How we can work together more effectively online.
  • How Ameriprise and I work with you for online security, plus the Ameriprise online security guarantee.
  • Steps you and your loved ones can take to protect yourselves online.

This is an informational seminar. There is not cost or obligation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial Inc. All rights reserved.