Upcoming events

Raising Financially Aware Kids

EDT

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Wendy Goodyear, VP, Financial Advisor Consultant - American Century

Southern States Region of Ameriprise Financial Services, LLC

We're excited to share the details for the Southern States Region Virtual Event: “Raising Financially Aware Kids”, scheduled for Tuesday, July 22, 2025. During this presentation Wendy will discuss what every kid should know about money. From toddlers to teens, Raising Financially Aware Kids is for parents, grandparents, teachers or anyone who wants to help children learn about money.
During this discussion, we will cover:• Understanding the differences between “needs” and “wants” and values around money• Establishing saving and investing habits at every age• Knowing the aspects of debt and borrowing – what to watch for and how those concepts apply to paying for an education
Join us by registering using the attached link!

To reserve a spot: call us at 386.677.9274 or email us at mearswealthmanagement@ampf.com

Thisis an informational seminar. There is no cost or obligation.

AmericanCentury is not affiliated with Ameriprise Financial, Inc.

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.

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Protect your financial information in the digital world

EDT

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

Derek S. Mears, MBA, CFP®, CIMA®, Private Wealth Advisor with Mears Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience.

During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Shredding Event

EDT

Parking Lot, 1 Daytona Blvd., Daytona Beach, FL 32114

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. (Maximum 5 boxes)

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.

7559811ACMR0125

The Economic and Market Outlook

EST

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RUSSELL PRICE, CFA, Chief Economist - Ameriprise Financial

Ameriprise Financial Services, LLC

DURING THIS PRESENTATION, WE WILL DISCUSS:

  • Current Conditions and the Economic Outlook
  • Market Conditions
  • Investment Implications

This is an informational seminar. There is no cost or obligation.

Not FDIC or NCUA Insured|No Financial Institution Guarantee|May Lose Value

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

© 2024 Ameriprise Financial, Inc. All rights reserved.