Upcoming events

7 Things No One Tells You About Retirement

EDT

Join this event online

Robert Carpenter, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Southern States Region of Ameriprise Financial Services, LLC

Retirement may be one of the most eagerly anticipated phases of life, but it can also be the least understood — particularly when it comes to the more personal, non-financial side of life after work.

Learn more about:

1. Retirement history reveals a lot

2. The wrong top 10 list

3. The unspoken side of retirement

4. Major transition miscalculation

5. Where cliche advice goes wrong

6. The broken record of longevity

7. Retirement’s greatest paradox

For more information: call us at 704.916.6892 or email us at carolyn.parks@ampf.com

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC.

Columbia Threadneedle Investments also sponsored the event and is an affiliate of Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved. 8258986ACMr0825

Generational Wealth: Understand, Plan, and Communicate

EDT

Fish Market Bar & Grill, 990 Market Street, Fort Mill, SC 29708

Steve Mazzarell, Senior Regional Consultant - MFS Fund Distributors, Inc.

Janet North, CFP®, MBA, Financial Advisor

Please join me for a dinner and seminar regarding Generational Wealth and Estate Planning. We will cover how to understand, plan and communicate your estate plan and ways to effectively build and transfer generational wealth. We will cover common mistakes to avoid. We will also share tools and resources to aid the family wealth discussion, and how to communicate with clarity. To best support answers to common questions, I have invited Heath Myers, an Estate Attorney at Morton & Gettys Attorneys at Law, to join us for Q&A following the presentation.

We encourage you to bring a guest. As you consider your guests, please consider your parents or adult children or another close friend or family. Be sure to RSVP for all who are planning to attend.

To reserve a spot: call us at 704.916.6892 or email us at carolyn.parks@ampf.com

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

Sponsored by MFS

MFS, Morton & Gettys Attorneys at Law, and representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved. 8276243/ACMR0825

Past events

Join Us for a Back to School Shred Event

EDT

South Park and Ballantyne Offices, 4521 Sharon Road, Suite 300, Charlotte, NC 28211

Branch Manager Mike Phillips & The Charlotte Office of Ameriprise Financial, LLC

August 11th - 15th: Bring in school supplies to be donated and old documents that need to be shredded.

There is no cost or obligation. We are not able to accept cash or check donations at this event.

Third-party companies mentioned are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All Rights Reserved. 8110242ACMR0725

Raising Financially Aware Kids

EDT

Join this event online

Wendy Goodyear, VP, Financial Advisor Consultant - American Century

Southern States Region of Ameriprise Financial Services, LLC

What every kid should know about money from toddlers to teens, Raising Financially Aware Kids is for parents, grandparents, teachers – anyone who wants to help children learn about money.

Learn more about:

Understanding the differences between “needs” and “wants” and values around money

Establishing saving and investing habits at every age

Knowing the aspects of debt and borrowing – what to watch for and how those concepts apply to paying for an education

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

American Century is not affiliated with Ameriprise Financial, Inc.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2025 Ameriprise Financial, Inc. All rights reserved. 8150268ACMR0725

Leveraging Technology while Protecting Yourself in the Digital World

EDT

Join this event online

Dylana Hopler, CFP®, CRPC™, Complex Director - Ameriprise Financial Services, LLC

Southern States Region of Ameriprise Financial Services, LLC

Learn more about:

  • How Ameriprise helps protect your information
  • Online security guarantee
  • Working together online and on the go
  • Protecting yourself online
  • Recognizing common types of fraud and scams

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

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Join Us For A Virtual Presentation on The Economic and Market Outlook

EST

Join this event online

Russell Price, CFA, Chief Economist - Ameriprise Financial

Charlotte Branch of Ameriprise Financial

During this presentation, we will discuss:
- Current Conditions and the Economic Outlook - Market Conditions - Investment Implications

This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7384659A

Making the Most of Medicare: What you Need to Know

EST

Join this event online

Steve Mazzarell, Senior Regional Consultant - MFS Investment Management

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore what Medicare Parts A and B are and what they cover and their costs.

Then we’ll talk about Part D, prescription drug plans and discuss major differences between Medicare Advantage Plans, also known as Part C plans, and Medicare Supplement/Medigap Plans.

Lastly, we’ll review when you may want to consider applying to make sure that you have health coverage and avoid penalties.

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

This event is sponsored by: MFS These sponsors and representatives are not affiliated with Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial, Inc. All rights reserved. 7195737ACMR1024