Past events

2020 Seminar Series- Ameriprise Economic & Market Update

  • Russell Price, Chief Economist - Ameriprise Financial
  • James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisor with Rice & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC.

We invite you to an educational conference call and online WebEx seminar event, Thursday, December 10, 2020 at 1:00-1:45p.m. EST.

Please join us for an economic and market update with Ameriprise Chief Economist Russell Price.

Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Please call: 1-844-621-3956 Conference Code: 146 339 4348

Click this live link to login to the WebEx slide presentation

Meeting number: 146 339 4348 Password: 2020Update!

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

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

3331997ACMR1120

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 an educational 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: 1-844-621-3956 Conference Code: 146 767 0803

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

Meeting number: 146 767 0803 Password: Welcome1!

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

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, Tuesday, November 3, 2020, 1:15 pm – 2:15pm 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: 1-844-621-3956 Conference Code: 146 269 0204

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

Meeting number: 146 269 0204 Password: Welcome1!

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 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

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, LLC.

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

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.

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