Shredding Event - TOO MUCH PAPER? DON'T DREAD IT... SHRED IT! Date: Friday, May 12, 2023 Time: 9:00 AM - 11:00 AM EDT Location: NASCAR/Ameriprise Building Parking Lot, One Daytona Blvd, Daytona Beach, FL 32114 Presented By: David Carson, CFP® and Brian Wheeler, CFP®, Managing Directors - Ameriprise Financial, LLC Hosted By: EIS Wealth Management Shred your confidential records safely and securely at no charge. Drive Up and Drop Off An Ameriprise representative will be there to greet you. Bring any unwanted documents and shred them while you watch or drop and go. A Shred Pros Truck will be onsitePlease join us at the northeast corner of the Ameriprise/NASCAR Building There is no cost or obligation.
Join us for a Virtual Event, Family Love Letter – How Every Family Can Prepare Date: Tuesday, April 18, 2023 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Karen Drancik , Senior Vice President - Neuberger Berman Hosted By: David Carson, CFP® Managing Director and Brian Wheeler, CFP® Managing Director What is the “Family Love Letter”? How did it get started? Why is it important to you? This is an informational seminar. There is no cost or obligation. Neuberger Berman and its representatives are not affiliated with Ameriprise Financial Services, LLC. Not FDIC or NCUA Insured| No Financial Institution Guarantee| May Lose Value
Are You Leveraging All the Technology Available to You at Ameriprise? Date: Tuesday, March 7, 2023 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Dylana Hopler, CFP®, CRPC®, Complex Director - Ameriprise Financial Services, LLC Hosted By: David Carson, CFP® Managing Director and Brian Wheeler CFP® Managing Director Learn more about the following: •Get “on-the- go” access •Message Center •Statements & Documents •Total View •Using e-Signature •Personalize your Accounts 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
2023 Emotions, Expectations and Economics Date: Monday, February 27, 2023 Time: 11:00 AM - 1:00 PM EST Location: Daytona 500 Room, One Daytona Blvd, Daytona Beach, FL 32114 Presented By: Dan Bone, Vice President, Senior Advisor Consultant - Franklin Templeton Distributors, Inc Hosted By: David Carson, Private Wealth Advisor and Brian Wheeler, Private Wealth Advisor, - EIS Wealth Management During this complimentary session:We’ll discuss how fear, the media and the urge to time the markets influence investors’ emotions. Additionally, we’ll explore investors’ expectations during bull markets and their predisposition to think, “This time it’s different.” We’ll also look at three types of investors and their market expectations and will end the session with a brief overview of U.S. economic history by touring the last eight decades. Investors should consider the investment objectives, risks, charges, and expenses of a Mutual Fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing. This is an informational seminar. There is no cost or obligation. Franklin Templeton and its representatives are not affiliated with Ameriprise Financial.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.
How to Stay Safe From Cyber Crime and Identity Theft Date: Tuesday, October 18, 2022 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jeff Lanza, Retired FBI Agent, Keynote Speaker Hosted By: Ameriprise Financial, LLC Sponsored By: John Hancock The presentation will focus on these areas: • The impact of technology • Understanding the threats • Protecting you and your family • Accountability and support This is an informational event. There is no cost or obligation. John Hancock Investment Management and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2022 Ameriprise Financial, LLC. All rights reserved.