Upcoming Events

Health, wealth and a confident retirement

James Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: or email us at bishana.shipp@ampf.com

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.
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How the 2017 tax laws may impact you

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

During this complimentary seminar, we will discuss:

  • An overview of the 2017 tax law
  • Provisions of the 2017 tax law
  • Next steps and how to work with your advisor to assess your situation

To reserve a spot: or email us at bishana.shipp@ampf.com

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.
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Sending your child to college

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.

To reserve a spot: or email us at bishana.shipp@ampf.com

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Qualified Business Income Deduction - 199A

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

Some of the most complex changes in the Tax Cuts and Jobs Act are related to the 199A Deduction for Qualified Business Income (QBI) of Pass Through Entities. Join us to:

  • Learn about the 2017 tax act objectives and results
  • Obtain an overview of the new 199A deduction including phase out ranges and limitations
  • Discuss the different types of qualified pass-through businesses

To reserve a spot: or email us at bishana.shipp@ampf.com

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consult with your tax advisor or attorney regarding your specific situation. Insurance and annuities issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, Inc. Columbia Management Investment Advisers, LLC (CMIA) is an investment adviser registered with the U.S. Securities and Exchange Commission. Columbia Threadneedle Investments [Columbia Threadneedle] is the global brand name of the Columbia and Threadneedle group of companies. These companies are part of Ameriprise Financial, Inc.
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College resources: Paying for college

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

During this complimentary session you'll learn more about

  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student's college and major selection can play into their financial situation

To reserve a spot: or email us at bishana.shipp@ampf.com

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Small Business Retirement Plans: From SIMPLE to Sophisticated

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

During this complimentary seminar, we'll cover:

  • Retirement plans that are suitable for small businesses
  • IRA-based retirement plans and features
  • Qualified retirement plans and features

To reserve a spot: or email us at bishana.shipp@ampf.com

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.
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Plan for the Future. Maximizing Your Social Security Benefits.

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

This complimentary seminar will explain what you need to know about:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.

To reserve a spot: or email us at bishana.shipp@ampf.com

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Knowledge is power - financial strategies for women

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

During this complimentary seminar, you'll learn about four financial considerations for women and strategies to address them. We'll discuss:

  • The income gap
  • Longer lifespans
  • Multiple roles and responsibilities
  • Life changes

To reserve a spot: or email us at bishana.shipp@ampf.com

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Health, wealth and a confident retirement

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: or email us at bishana.shipp@ampf.com

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.
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to Calendar

Planning for the future: An approach for the whole family

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones

To reserve a spot: or email us at bishana.shipp@ampf.com

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Plan for the future. How an estate plan helps put you in control.

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

To reserve a spot: or email us at bishana.shipp@ampf.com

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.
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