Past events

Shredding Event - TOO MUCH PAPER? DON'T DREAD IT... SHRED IT!

EDT

NASCAR/Ameriprise Building Parking Lot, One Daytona Blvd, Daytona Beach, FL 32114

David Carson, CFP® and Brian Wheeler, CFP®, Managing Directors - Ameriprise Financial, LLC

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 onsite

Please 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

EDT

Join this event online

Karen Drancik , Senior Vice President - Neuberger Berman

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?

EST

Join this event online

Dylana Hopler, CFP®, CRPC®, Complex Director - Ameriprise Financial Services, LLC

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

EST

Daytona 500 Room, One Daytona Blvd, Daytona Beach, FL 32114

Dan Bone, Vice President, Senior Advisor Consultant - Franklin Templeton Distributors, Inc

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

EDT

Join this event online

Jeff Lanza, Retired FBI Agent, Keynote Speaker

Ameriprise Financial, LLC

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.