Upcoming Events

Knowledge is power - financial strategies for women

James M. Richardson, CFP® ChFC®, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, Private Wealth Advisor - Richardson Private Wealth Advsiors

Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial, Inc.

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: email us at bishana.shipp@ampf.com or make your reservations online

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Put Your Compensation to Work.

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

Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial, Inc.

In today’s tight labor market, you need to know how to make the most of the compensation you receive from your employer. In this seminar, you’ll learn ways to:

  • Uncover “hidden” compensation opportunities you may not know about.
  • Take full advantage of every employee benefit available to you.
  • Manage your income more effectively so you can find more dollars to invest in your dreams.

To reserve a spot: email us at bishana.shipp@ampf.com or make your reservations online

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

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

Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial, Inc.

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: email us at bishana.shipp@ampf.com or make your reservations online

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, CFP® ChFC®, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, Private Wealth Advisor - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial, Inc.

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: email us at bishana.shipp@ampf.com or make your reservations online

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Past Events

Durham Bulls vs. Rochester Red Wings Baseball Game

Richardson Private Wealth Advisors

Please join us for a day at the ballpark! We are going to have a great time watching the Durham Bulls. We'll be watching the game from our reserved seats