Upcoming events

How an estate plan puts you in control

MST

Join this event online

Nicholas Anderson, CFP®, CIMA®, Financial Advisor - Ameriprise Financial

Summit Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started.
To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com
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This is an informational seminar. There is no cost or obligation.

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.

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

© 2024 Ameriprise Financial, Inc. All rights reserved.

Past events

Economic Insights & The Principles of Long-Term Investing Resilience

MST

Join this event online

Russell Price, Chief Economist - Ameriprise Financial

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – November 16th, 2023.The event is complimentary. Below are details.

Russell Price, Chief Economist for Ameriprise Financial will share his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present The Principles of Long-Term Investing Resilience. The session will focus guiding investing principles to help clients stay focused on their long-term goals.

Thisis an informational event. There is nocost or obligation.

MFSand its representatives are not affiliated with Ameriprise Financial.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Ameriprise Day of Service at Food Bank of the Rockies

MDT

Food Bank of the Rockies Main Warehouse, 10700 E. 45th Avenue, Denver, CO 80239

Summit Wealth Management

Join Summit Wealth Management for the Ameriprise Day of Service at Food Bank of the Rockies. Help us work to end hunger in our community. Space is limited. Please RSVP as soon as possible.

Wine Down with Summit Wealth Management

MDT

InVINtions, A Creative Winery, 9608 East Arapahoe Road, Greenwood Village, CO 80112

Whitney Grimm, Private Wealth Advisor with Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Relax, drink wine, and meet the team on the fourth Thursday of every month at InVINtions, A Creative Winery. Guests are welcome!