Upcoming events

Plan for the Future. Maximizing Your Social Security Benefits.

  • Daniel B. Schultz, CFP®, CDFATM, CRPC®, APMA® , Private Wealth Advisor | Managing Director - Brightside Wealth Advisors
  • Daniel Schultz
  • Ameriprise Financial, LLC

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
  • Sources of retirement income beyond Social Security
To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com
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.

2021 University of Colorado Tailgates

  • Daniel Schultz, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors
  • Brightside Wealth Advisors
  • Ameriprise Financial, LLC

Join us for all CU home games during the 2021 football season:

Sat, Sep 18 CU vs. Minnesota 11:00am (Tailgate 8am-2pm)

Sat, Oct 2 CU vs. USC Time TBD

Sat, Oct 16 CU vs. Arizona Time TBD

Sat, Nov 6 CU vs. Oregon State Time TBD

Sat, Nov 20 CU vs. Washington Time TBD

Check back for date and time updates for each tailgate. No RSVP required - come hungry!

For more information: call us at 303.245.2018 or email us at karen.cobb@ampf.com

University of Colorado is not affiliated with Ameriprise Financial, LLC.

Medicare 101

  • Mary Hansen, Licensed Medicare Advisor - Aging at Altitude
  • Dan Schultz, Brightside Wealth Advisors
  • Ameriprise Financial, LLC

Online webinar - please RSVP below:

To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com

Aging at Altitude is not affiliated with Ameriprise Financial, LLC.

Volunteer with Brightside Wealth Advisors

  • Dan Schultz, Brightside Wealth Advisors
  • Ameriprise Financial, LLC

Join the Brightside team as we volunteer at our local food bank.

To reserve a spot: call us at 303.245.2018 or email us at karen.cobb@ampf.com

Community Food Share is not affiliated with Ameriprise Financial, LLC.

Responsible Investing - Aligning Your financial Goals with your Values

  • Randy Clark, Regional Vice President - Eaton Vance
  • Daniel B. Schultz, CFP®, CDFATM, CRPC®, APMA®, Private Wealth Advisor | Managing Director - Brightside Wealth Advisors
  • Brightside Wealth Advisors
To reserve a spot: email us at karen.cobb@ampf.com

Eaton Vance is not affiliated with Ameriprise Financial, Inc.