Upcoming Events

There are no upcoming events. Please check back for updates.

Past Events

2019 Seminar Series - Big Questions for a Better Retirement

Taylor Pluss, Retirement Director - Janus Henderson

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,

Big Questions for a Better Retirement

As investors near retirement, readiness planning can seem daunting. We believe it’s important to ask the right questions in order to make sound decisions. Big Questions for a Better Retirement is designed to ask and answer questions and help investors start building a solid foundation for retirement readiness.

Thursday, November 21, 2019, 12 pm– 1 pm EST

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

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

Meeting number: 259 716 475 Password: Welcome2

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.

Daniel Spenny, Director – Janus Henderson

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

Janus 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

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.

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

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

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