Upcoming Events

Investing for the life you deserve - today and tomorrow

W. David Barrett-Johnson, CFP®, ChFC® - Barrett-Johnson & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Inc.

Barrett-Johnson & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Inc.

During this complimentary seminar, you’ll learn:

  • 7 essential components of smart investing that can be applied during volatile periods and when markets are stable
  • How comprehensive advice —can help you achieve your financial goals
  • Ways to identify and mitigate risk that can throw your financial goals and retirement plans off track

Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results. There are risks associated with fixed income investments, including credit risk, interest rate risk and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.Stock investments have an element of risk. High-quality stocks may be appropriate for some investment strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing as they can lose value.International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets. Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2018Ameriprise Financial, Inc. All rights reserved.

2018 Webinar Series: Succession Planning – The 10 Most Important Non-Legal Questions

Dr. John A. Rhodes, Jr., Vice President of Practice Management for CNL Capital Markets Corporation

Barrett-Johnson & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

The presentation is focused for small business owners and will focus on these areas:

  • Why every business owner needs a succession plan
  • Learn how to ask the right questions to find the best answers for you

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 to view the presentation from the comfort of your home or office.

To listen, please join by phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the Webex Event.

When it's time for the meeting to begin, Click this link to join the online meeting.

Darren Griffiths, CNL Capital Markets Corporation

CNL and its representatives are not affiliated with AmeripriseFinancial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 AmeripriseFinancial, Inc. All rights reserved.

2018 Webinar Series: Destination College – Creating Your Road Map

Joseph Friedman, 529 Specialist - Oppenheimer Funds

Barrett-Johnson & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

The presentation will focus on these areas:

· The college journey

· Your tools to go the distance

· The 529 college savings plan

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

to view the presentation from the comfort of your home or office.

Join by Phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the Webex Event.

When it's time to view the presentation, please Click this link to join this online meeting.

For more information: call us at 434.296.6611 or email us at michele.mccormack@ampf.com

Tom Sabow, Oppenheimer

Oppenheimer Funds and itsrepresentatives are not affiliated with Ameriprise Financial.

Investment products are not federally orFDIC-insured, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.
Clients should carefully consider theinvestment objectives, risks, charges, and expenses associated with a 529 Planbefore investing. More information regarding a particular 529 Plan is availablein the issuer’s official statement, which may be obtained from an Ameriprisefinancial advisor. Investors should read the 529 Plan’s official statementcarefully before investing.

Clientscontributing to a 529 Plan offered by a state in which they are not a resident,should consider, before investing, whether their or their designatedbeneficiary(s) home state offers any state tax or other benefits only availablefor investments in such state’s qualified tuition program.

AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specificsituation.

Ameriprise Financial Services,Inc. Member FINRA and SIPC.

©2017 Ameriprise Financial, Inc. All rights reserved.

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