Upcoming Events

2019 Seminar Series - Identity Theft: Prepare, Protect, Prevent

Janet Koh, Regional Vice President - Advisor Consultant - New York Life Investments

Hosted by James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. invites you to a special conference call and online webex seminar event,

Identity Theft: Prepare, Protect, Prevent

Monday, October 28, 2019, 12 pm – 1 pm EST

The presentation will cover aspects of Identity Theft to consider and ideas to help protect your and your loved ones’ personal information. This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 596 848 473 Password: Welcome2

For more information: call us at 704.944.2060 or email us at Rebecca.S.Black@ampf.com

Nick Angel, Regional Vice President – Advisor Consultant, New York Life Investments

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

James D. Rice, CA insurance # 0L04666, AZ insurance # 5628690. Meghanne Svatos, CA insurance #0G66902

The Ameriprise office is located at: 70100 Ameriprise Financial Center, Minneapolis, MN 55474

New York Life Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

2703011ACMR0919

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National Day of Service

James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Come spend the day making a difference in our community. Please join us for the National Day of Service.

To reserve a spot: call us at 704.944.2060 or email us at Rebecca.S.Black@ampf.com

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Past Events

2019 SEMINAR SERIES - Finances and Your Parents

AJ Helgerson, Regional Marketing Director - Delaware Investments

James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. invites you to a special conference call and online WebEx seminar event, Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with Your Spouse-Creating Financial Harmony

Monday, September 30, 2019, 12 pm – 1 pm EST

The Talking to your Parents presentation will discuss: starting the conversation, preparing for the future, gathering important information,making decisions and preparing for the worst.

The Talking with your Spouse presentation will discuss: communicating on finance, considering personal goals, setting financial goals, preparing for the unexpected, planning your discussion.

Please call: 1-866-501-1506

Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 597 545 274 Password: Welcome2

AJ Helgerson

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

JamesD. Rice, CA insurance # 0L04666, AZ insurance # 5628690. Meghanne Svatos, CA insurance #0G66902

The Ameriprise office is located at: 70100 Ameriprise Financial Center, Minneapolis, MN 55474

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

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved. 2567519ACMR0619

2019 Seminar Series - 5 things most families don’t know about taking out student loans, but should

Cozy Wittman, Associate - College Inside Track

James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. invites you to a special conference call and online WebEx seminar event,

5 things most families don’t know about taking out student loans, but should by College Inside Track

Wednesday, August 28, 2019, 12 pm - 1 pm EST

The presentation will discuss: Student Loans, Financial Aid, Scholarships

This educational opportunity s a conference call and WebEx presentation.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 597 000 950

Chris Wills, President, College Inside Track

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

James D. Rice, CA insurance # 0L04666, AZ insurance # 5628690. Meghanne Svatos, CA insurance #0G66902

The Ameriprise office is located at: 70100 Ameriprise Financial Center, Minneapolis, MN 55474

College Inside Track and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved. 2567519ACMR0619

2019 Seminar Series- Empower Elevate Achieve: Financial Guidebooks for Women by Putnam

Sarah Watson, Practice Management Specialist - Putnam

James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. invites you to a special conference call and online WebEx seminar event, Empower Elevate Achieve: Financial Guidebooks for Women by Putnam

Wednesday, July 31, 2019, 12 pm - 1 pm EST

The presentation will discuss: Women and wealth, challenges and opportunities, financial life stages and action plan

This educational opportunity is a conference call and WebEx presentation.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 598 324 869

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

James D. Rice, CA insurance # 0L04666, AZ insurance # 5628690, Meghanne Svatos, CA insurance #0G66902

The Ameriprise office is located at: 70100 Ameriprise Financial Center, Minneapolis, MN 55474

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

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, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved. 2567519ACMR0619

2019 SEMINAR SERIES - Behavioral Finance in Today’s Market

Mark Peterson, Director of Investment Management Consultant - BlackRock

James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services Inc, invites you to a special online WebEx/conference call seminar, Behavioral Finance in Today’s Market

Wednesday, June 26th, 2019 at 12 pm to 1 pm EST

This educational opportunity is a conference call and WebEx presentation.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Paula Doroff, CIMA®, CFP®, CRPC®, Market Leader, Director, Investment Management Consultant, BlackRock

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

James D. Rice, CA insurance #0L04666, AZ insurance # 5628690, Meghanne Svatos, CA insurance #0G66902

The Ameriprise office is located at: 70100 Ameriprise Financial Center, Minneapolis, MN 55474

BlackRock and its representatives are not affiliated with Ameriprise Financial.

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, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved. 2430614ACMR0219

2019 SEMINAR SERIES - Raising Financially Aware Kids

Diane Gallagher, V.P., Director of Practice Management - American Century Investments

James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. invites you to a special online WebEx/conference call seminar,

Raising financially aware kids - Understanding the value of a dollar from toddler to teen

Monday, May 20th, 2019 at 12 pm – 1 pm EST

The presentation will focus on:

  • Values and Money
  • Learning to Earn
  • Saving and Investing,
  • Budgeting
  • Borrowing and Giving Back

This educational opportunity is a conference call and WebEx presentation.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

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

James D. Rice, CA insurance #0L04666, AZ insurance # 5628690, Meghanne Svatos, CA insurance #0G66902

The Ameriprise office is located at: 70100 Ameriprise Financial Center, Minneapolis, MN 55474

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved. 2430614ACMR0219