Upcoming events

Talking to Your Children – Building a plan for a healthy financial future

EDT

Seminar1!

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Erica Kay, Manager of US Wholesale Marketing, Delaware Funds by Macquarie

Windsor Oak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, you’ll learn:

· The basics of budgeting

· Credit scores and cards

· Paying for college

· Life after college
For more information: call us at 404.464.7150 or email us at windsoroakwealthmanagement@ampf.com

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

Delaware Funds by Macquarie 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.

© 2022 Ameriprise Financial, Inc. All rights reserved. 4647013ACMR0422

The Family Love Letter

EST

Seminar1!

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Karen Drancik, Senior VP, Neuberger Berman

Windsor Oak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event:

· What do you have today?

· Where is it located?

· Who do you contact?
For more information: call us at 404.464.7150 or email us at windsoroakwealthmanagement@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4397159ACMR0322

Past events

Making Cash Count

EDT

Seminar1!

Join this event online

Izabella Goldenberg, CFA, Goldman Sachs

Windsor Oak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

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

Goldman Sachs 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.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322