Upcoming events

What Women Need to Know About Divorce

  • Donna S. Cates, CDFA®, CRPC ® / Jessie Hardy, Divorce Attorney / Sara Dungan, MEd, NCC, Certified Parenting Coordinator
  • Donna S. Cates, Financial Advisor, Ameriprise Financial Services, LLC
  • Donna S. Cates, CDFA®, CRPC ®

During this complimentary workshop, we’ll talk about key factors of divorce including:

• Emotional issues of divorce

• The divorce process and ways to approach divorce in Alabama

• Financial issues of divorce

• Common financial pitfalls of divorce
To reserve a spot: call us at 205.909.3126 or email us at donna.s.cates@ampf.com

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

Jessie Hardy and Sara Dungan are not affiliated with Ameriprise Financial.

The Ameriprise Financial branch is located at 1500 Urban Center Dr., Ste 200, Birmingham, Al 35242.

Investment products are not federally or FDIC-insured, 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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Knowledge is Power - Financial Strategies for Women

  • Dylana Hopler, Complex Director - Ameriprise Financial
  • Ameriprise Financial Services, LLC

During this complimentary seminar, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help:

•Address the income gap •Plan for a longer lifespan •Manage multiple roles and responsibilities at home, work and in the community •Approach life changes and unexpected events
For more information: call us at 205.909.3133 or email us at Christopher.Rogers@ampf.com

This is an informational seminar. Thereis no cost or obligation. Investment products are not federally or FDIC-insured, 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.

©2021 Ameriprise Financial, Inc. All rights reserved.

Second Helpings: A Deep Dive into Understanding Your Finances During and After Divorce

  • Donna S. Cates, CDFA®, CRPC ®, Financial Advisor - Ameriprise Financial
  • Donna S. Cates, CDFA®, CRPC ®

During this complimentary workshop, Donna will discuss with you:

* How to Divide Retirement Assets in Divorce and Defining Your Social Security Benefits

* Should You Keep the Marital Home

* What are Possible Tax Consequences of your Settlement Options

* What Purpose Does Life Insurance Serve in Your Divorce

To reserve a spot: call us at 205.909.3126 or email us at donna.s.cates@ampf.com

A formal invitation will be sent to those interested prior to the event.

Ameriprise Financial, LLC. 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, including shares of mutual funds, are not federally or FDIC-insured, 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.

Before you purchase, be sure to ask your financial advisor about the life insurance policy’s features, benefits, risks and fees, and whether the life insurance is appropriate for you based upon your financial situation and objectives.

What Women Need to Know About Divorce

  • Donna S. Cates, CDFA®, CRPC ® / Jessie Hardy, Family and Matrimonial Attorney / Cherie Hickey, MA, LPC, NCC
  • Donna S. Cates, Financial Advisor, Ameriprise Financial Services, LLC
  • Donna S. Cates, CDFA®, CRPC ®

During this complimentary workshop, we’ll talk about key factors of divorce including:

• Emotional issues of divorce

• The divorce process and ways to approach divorce in Alabama

• Financial issues of divorce

• Common financial pitfalls of divorce
To reserve a spot: call us at 205.909.3126 or email us at donna.s.cates@ampf.com

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

Cherie Hickey and Jessica Drennan are not affiliated with Ameriprise Financial.

The Ameriprise Financial branch is located at 1500 Urban Center Dr., Ste 200, Birmingham, Al 35242.

Investment products are not federally or FDIC-insured, 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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Second Helpings: A Deep Dive into Understanding Your Finances During and After Divorce

  • Donna S. Cates, CDFA®, CRPC ®, Financial Advisor - Ameriprise Financial
  • Donna S. Cates, CDFA®, CRPC ®

During this complimentary workshop, Donna will discuss with you:

* How to Divide Retirement Assets in Divorce and Defining Your Social Security Benefits

* Should You Keep the Marital Home

* What are Possible Tax Consequences of your Settlement Options

*What Purpose Does Life Insurance Serve in Your Divorce
To reserve a spot: call us at 205.909.3126 or email us at donna.s.cates@ampf.com

A formal invitation will be sent to those interested prior to the event.

Ameriprise Financial, LLC. 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, including shares of mutual funds, are not federally or FDIC-insured, 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.

Before you purchase, be sure to ask your financial advisor about the life insurance policy’s features, benefits, risks and fees, and whether the life insurance is appropriate for you based upon your financial situation and objectives.

Resilience and Mental Toughness

  • Rick Andstrom, Navy Seal - Motivational Speaker
  • Ameriprise Financial Services, LLC
  • Putnam Investments

The presentation will focus on these areas:

•Strategies for building mental resilience
•Techniques for developing mental toughness
For more information: call us at 205.967.2627 or email us at kelly.baker@ampf.com

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

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc. All rights reserved

Politics in 2021: New President, New Congress, New Vaccine

  • Sharon R Olson, Vice President - Government Relations - Natixis Investment Managers
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss:

•The new vaccine •The new Congress •The new administration
For more information: call us at 205.909.3133 or email us at Christopher.Rogers@ampf.com

This is an informational seminar. There is no obligation or cost to attend. Natixis Investment Managers and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC insured, are not deposits of 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.

©2021 Ameriprise Financial, Inc. All rights reserved

Past events

Second Helpings: A Deep Dive into Understanding Your Finances During and After Divorce

  • Donna S. Cates, CDFA®, CRPC ®, Financial Advisor - Ameriprise Financial
  • Donna S. Cates, CDFA®, CRPC ®

During this complimentary workshop, Donna will discuss with you:

* How to Divide Retirement Assets in Divorce and Defining Your Social Security Benefits

* Should You Keep the Marital Home

* What are Possible Tax Consequences of your Settlement Options

* What Purpose Does Life Insurance Serve in Your Divorce

A formal invitation will be sent to those interested prior to the event.

Ameriprise Financial, LLC. 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, including shares of mutual funds, are not federally or FDIC-insured, 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.

Before you purchase, be sure to ask your financial advisor about the life insurance policy’s features, benefits, risks and fees, and whether the life insurance is appropriate for you based upon your financial situation and objectives.

What Women Need to Know About Divorce

  • Donna S. Cates, CDFA®, CRPC ® / Kim Davidson, Divorce Attorney / Michelle Jennings, ALC, ASAT
  • Donna S. Cates, Financial Advisor, Ameriprise Financial Services, LLC
  • Donna S. Cates, CDFA®, CRPC ®

During this complimentary workshop, we’ll talk about key factors of divorce including:

• Emotional issues of divorce

• The divorce process and ways to approach divorce in Alabama

• Financial issues of divorce

• Common financial pitfalls of divorce

Second Helpings: A Deep Dive into Understanding Your Finances During and After Divorce

  • Donna S. Cates, CDFA®, CRPC ® , Financial Advisor - Ameriprise Financial
  • Donna S. Cates, CDFA®, CRPC ®

During this complimentary workshop, Donna will discuss with you:

* How to Divide Retirement Assets in Divorce and Defining Your Social Security Benefits

* Should You Keep the Marital Home

* What are Possible Tax Consequences of your Settlement Options

* What Purpose Does Life Insurance Serve in Your Divorce

A formal invitation will be sent to those interested prior to the event.

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, including shares of mutual funds, are not federally or FDIC-insured, 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.

Before you purchase, be sure to ask your financial advisor about the life insurance policy’s features, benefits, risks and fees, and whether the life insurance is appropriate for you based upon your financial situation and objectives.

What Women Need to Know About Divorce

  • Donna S. Cates, CDFA®, CRPC ® / Sandi Gregory, Attorney / Misty Smith, PhD, Supervising Licensed Professional Counselor, Certified Sex Therapist
  • Donna S. Cates, Financial Advisor, Ameriprise Financial Services, LLC
  • Donna S. Cates, CDFA®, CRPC ®

During this complimentary workshop, we’ll talk about key factors of divorce including:

• Emotional issues of divorce

• The divorce process and ways to approach divorce in Alabama

• Financial issues of divorce

• Common financial pitfalls of divorce

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

Navigating Social Security

  • Sharon Carson, Executive Director, Retirement Strategist - J.P. Morgan Asset Management
  • Ameriprise Financial Services, LLC
  • J.P. Morgan Asset Management

This Virtual Event will explore the topic of Social Security and assist in navigating the Social Security system.

This is an informational seminar. There is no obligation or cost to attend. J.P. Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial Services.