Upcoming events

2020 Seminar Series – Tax Strategies for the Current Landscape

  • Andy Brown, Sr. Wealth Management Specialist - Putnam 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.
  • Anne Kinsman, Sr. Regional Advisor Consultant of Putnam Investments

We invite you to an educational conference call and online webex seminar event, Thursday, August 27, 2020, 12 pm -1 pm EST

The presentation will focus on: Understanding the current landscape, planning considerations and strategies

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

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

Meeting number: 598 512 654 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

For more information: call us at 704.944.2060 or email us at Christine.Hurlock@ampf.com

Putnam Investments and its representatives are not affiliated with Ameriprise Financial. Sponsored by Putnam Investments. 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 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. © 2020 Ameriprise Financial, Inc. All rights reserved. 3099679ACMR0620

2020 Seminar Series – Why a Roth IRA, Why Now? Valuable tips to help you reach your goals

  • Keith Matthews, Regional Vice President Retirement Plan Consultant - Wealth Management Solutions, Ameriprise Financial
  • 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.

We invite you to an educational conference call and online webex seminar event, Monday, September 28, 2020, 12 pm – 1 pm EST

Cut through the clutter and decide if a Roth IRA conversion is right for you. Understand the value of balancing taxable income with tax-free income in retirement. Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls. Find out which factors to consider before choosing a Roth conversion. Join us to see if this strategy can work for you!

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

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

Meeting number: 599 903 621 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

To reserve a spot: call us at 704.944.2060 or email us at Christine.Hurlock@ampf.com

This is an informational seminar. There is 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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event,such as death, disability or purchase of a first home. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. 3099679ACMR0620

2020 Seminar Series – The 2020 Elections and the Future of American Politics

  • Susan Olson, Vice President-Government Relations - Natixis
  • 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.
  • Eric Foster, Managing Director, Natixis

We invite you to aneducational conference call and online webex seminar event, Thursday, October 29, 2020, 12 pm – 1pm EST

This complimentary presentation will focus on: The Democrats and The Republicans, The wild card and the future of the Democrats and Republicans

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

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

Meeting number: 591 661 096 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

For more information: call us at 704.944.2060 or email us at Christine.Hurlock@ampf.com

This seminar is sponsored by Natixis. This is an informational seminar. There is no cost or obligation. Natixis and its representatives are not affiliated with AmeripriseFinancial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2020 Ameriprise Financial, Inc. All rights reserved. 3099679ACMR0620

2020 Seminar Series – Social Security – Get What’s Yours

  • Kevin Hansen, Director – Business Development, Retirement Solutions - Principal Funds
  • 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.
  • Tim Duellman, Senior Director at Principal Funds

We invite you to aneducational conference call and online webex seminar event, Monday, November 30, 2020, 12 pm – 1 pm EST

The presentation will focus on these areas: Social Security essentials, Benefits and options, Strategies to consider

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

Click this live link to login to the webexslide presentation.

Meeting number: 590 811 921 Password: Welcome2

For more information: call us at 704.944.2060 or email us at Christine.Hurlock@ampf.com

This seminar is sponsored by Principal Funds.This is an informational seminar. There is no cost or obligation. Principal Funds is not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2020 Ameriprise Financial, Inc. All rights reserved. 3099679ACMR0620

Past events

2020 Seminar Series – Navigating the college process in the new COVID-19 world

  • Chris Wills and Cozy Witman - College Inside Track
  • 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.
  • Chris Wills, College Inside Track

We invite you to an educational conference call and online webex seminar event, Wednesday, July 29, 2020, 12 pm - 1 pm EST

Campus visits are canceled, ACT test dates are postponed and more changes every day. How does a family conduct a search and choose a college in this new environment? Join us to learn up-to-date info on topics such as: What can I do if the college has canceled all tours? How do we navigate ACT/SAT prep timelines with newly canceled dates?What are ways I can reduce the cost of college? If you are the parent of a HS student, this is incredibly important info you will not want to miss.

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

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

Meeting number: 597 733 105 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This seminar is sponsored by College Inside Track. This is an informational seminar. There is no cost or obligation. College Inside Track is not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. 3099679ACMR0620

2020 Seminar Series – Planning for Life’s Big Moments

  • Stefanie Azzarelli, Vice President-Institutional Insurance - Fidelity Investments
  • James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Bill Rothschild, Regional Director Fidelity Investments

We invite you to an educational conference call and online webex seminar event, Monday, June 29, 2020, 1 pm – 2 pm EST

You’ve provided for yourself and likely others, too — now it’s important to have a peace of mind with a plan in place to be prepared for both dreams and detours alike. Learn how to handle changes in relationships, unplanned retirement, changes in health, and leaving a legacy.

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

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

Meeting number: 592 455 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This seminar is sponsored by Fidelity Investments. This is an informational seminar. There is no cost or obligation. Fidelity Investments is not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. 2959634ACMR0220

2020 Seminar Series – Responsible Investing: Aligning Your Financial Goals With Your Values

  • Scott Mackey, Vice President, Responsible Investment Strategy Specialist - Eaton Vance
  • James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Brian Johnson, Regional Director at Eaton Vance

We invite you to an educational conference call and online webex seminar event, Wednesday, May 27, 2020, 1 pm -2 pm EST

In this seminar learn about:

· Responsible Investing for a changing world

· Trends to watch in Responsible Investing

· What makes Calvert’s approach unique

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

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

Meeting number: 590 073 340 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This seminar is sponsored by Eaton Vance. This is an informational seminar. There is no cost or obligation. Eaton Vance is not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. 2959634ACMR0220

2020 Seminar Series – Getting the most of your Medicare Benefits

  • Kevin Hansen, Director – Business Development, Retirement Solutions - Principal Funds
  • James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Tim Duellmann, Senior Director at Principal Funds

We invite you to an educational conference call and online webex seminar event, Tuesday, April 28, 2020, 1 pm – 2 pm EST.

You’ve provided for yourself and likely others, too — now it’s important to make a plan that will help you live confidently in retirement.

In this seminar you will learn about:

  • Healthcare top concerns
  • Household healthcare costs
  • Medicare
  • Medigap
  • Medicare pros and cons
  • Costs
  • Enrollment period
  • Things to consider
  • Resources

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

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

Meeting number: 590015 519 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This seminar is sponsored by Principal Funds. This is an informational seminar. There is no cost or obligation. Principal Funds is not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. 2959634ACMR0220

Living Better Today & Tomorrow: Spring Fever-Safer At Home Stress Busters

  • Rice & Associates, a private wealth advisory group of Ameriprise Financial Services, LLC

Please join us for a conference call event sharing at home stress busters! Presenting: Nigel Poulton, L.M.H.C.

Nigel is a licensed psychotherapist and does forensic evaluations and individual and group therapy within the prison system. Nigel has his life’s message tattoo’d on his left arm in Chinese Kanji: Courage, perseverance, and compassion. Courage to face life, perseverance in the face of difficulty, and compassion toward fellow travelers. His favorite quote is “I would not be where I am today if I were somewhere else!”

There is no cost or obligation for this event.

Ameriprise Financial Services, LLC., Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc., All rights reserved.

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