Why Social Security Matters Date: Tuesday, October 17, 2023 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Robert Kron, CFP®, Managing Director - Nuveen Hosted By: Derek S. Mears, Managing Director and Private Wealth Advisor with Ameriprise Financial Services, LLC Why Social Security Matters For more information: call us at 386.677.9274 or email us at mearswealthmanagement@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational event. There is no cost or obligation. Nuveen 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 5925589ACMR0923
Are you leveraging all the technology available to you at Ameriprise Date: Tuesday, September 19, 2023 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Dylana Hopler, CFP®, CRPC® , Complex Director - Ameriprise Financial Services, LLC Hosted By: Derek S. Mears, Managing Director and Private Wealth Advisor with Ameriprise Financial Services, LLC 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. 5435498ACMR0223
THE ROAD AHEAD: NAVIGATING INFLATION, RISING RATES, AND VOLATILTY Date: Tuesday, August 22, 2023 Time: 11:30 AM - 1:00 PM EDT Location: Daytona 500 Room, One Daytona Blvd., Daytona Beach, FL 32114 Presented By: Paul Peterson, Vice President - First Trust Portfolios Hosted By: Daytona Beach Office of Ameriprise Financial, LLC During this complimentary session, we'll discuss the current state of the economy, positioning for inflation, rising rates and volatility, and how to maintain a long-term perspective in volatile times. THIS IS AN INFORMATIONAL SEMINAR.THERE IS NO COST OR OBLIGATION. FIRST TRUST AND ITS REPRESENTATIVESARE 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. AMERIPRISE FINANCIAL SERVICES, LLC.MEMBER FINRA AND SIPC. © 2023 AMERIPRISE FINANCIAL, INC. ALL RIGHTS RESERVED
1,000 PLACES TO SEE BEFORE YOU DIE Date: Tuesday, July 18, 2023 Time: 12:00 PM - 12:45 PM EDT Join this event online Presented By: Patricia Schultz Hosted By: Derek S. Mears, Managing Director and Private Wealth Advisor with Ameriprise Financial Services, LLC Travel guru and author of the #1 New York Times bestseller 1,000 Places to See Before You Die, Patricia Schultz will share her expert insights on all things travel. A veteran travel journalist with over 30 years of experience writing for Frommer’s, Berlitz, and Access travel guides as well as the Wall Street Journal, Conde Nast Traveler and more, Patricia is sure to inspire the world traveler in everyone. This is an informational seminar. There is no cost or obligation. Patricia Schultz is not affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.5682565ACMR0523
Shredding Event Date: Friday, May 12, 2023 Time: 9:00 AM - 11:00 AM EDT Location: Ameriprise Financial Daytona, One Daytona Blvd. , Daytona Beach, FL 32114 Hosted By: Derek S. Mears and The Daytona Beach Office of Ameriprise Financial Too much paper? Don't dread it...shred it! 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 on-site. Please join us at the Northeast corner of the NASCAR / Ameriprise building. There is no cost or obligation.
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: Derek S. Mears, Managing Director and Private Wealth Advisor with Ameriprise Financial Services, LLC Estate Planning 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 Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2022 Ameriprise Financial, Inc All rights reserved. 47744394ACMR0622