Upcoming Events

Wisdom for Life: Aging Well

Kimberlee A. Barrett-Johnson, CFP®, CDFA® Private Wealth Advisor, Ameriprise Financial Services, Inc.

Barrett-Johnson & Associates, A Private Wealth Advisory Practice of Ameriprise Financial

Panel Discussion & Wine Tasting

Aging in Place: John Hesselbart & Connie Brennan (Members, Buck Creek Village)

Posture & Core Health As We Age: Suzette Buck (Certified Pilates and Core Barre Instructor)

Hospice Care: Amy Gillespie (Chief Clinical Officer, Hospice of the Piedmont)

WineWorks wine tasting and small plates from Alley Light!

To reserve a spot: call us at 434.296.6611 or email us at Michele.McCormack@ampf.com

There is no obligation or cost to attend this event.
Panelists are not affiliated with Ameriprise Financial .
The compass is a trademark of Ameriprise Financial, Inc .
Ameriprise Financial Services, Inc. Member of FINRA and SIPC.
© 2018 Ameriprise Financial, Inc., All rights reserved.

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New Client and Referral Dinner

Barrett-Johnson & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.,

Four-course wine paired dinner, including a tour of Pippin Hill gardens with horticulturalist Diane Burns, a visit to the vineyard with wine whisperer Brooks Hoover, and a brief oral history of winemaking in Virginia from Gabriele Rausse, who helped pioneer Virginia winemaking.

This event is for new clients and those whose referrals have become new clients or taken an initial complimentary meeting in the past 18 months.

To reserve a spot: call us at 434.296.6611 or email us at Michele.McCormack@ampf.com

Guggenheim Investments, Janus Henderson Investors

There is no obligation or cost to attend.
Barrett -Johnson & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.,
908 E Jefferson St, Suite 201, Charlottesville, VA 22902
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2018 Ameriprise Financial, Inc., All rights reserved.

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Investing Wisdom: Not with the Herd

W. David Barrett-Johnson CFP®,ChFC®, Financial Advisor

Barrett-Johnson & Associates

Marshall McLuhan once said, “We drive into the future using only our rearview mirror.” Why do investors look to the past to make decisions about the future? When does it make sense to stop "following the crowd" as an investor? At Barrett-Johnson and Associates we seek to avoid speculative thinking and help our clients prudently steward their investments. Join us for an informative lecture on investing with wisdom.

Join us from 11:30 to 1:30 for the lunch session or 5:00 to 6:30pm for hors d'oeuvres!

To reserve a spot: call us at 434.296.6611 or email us at Michel.McCormack@ampf.com

This is an informational event. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. 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. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2018 Ameriprise

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Past Events

Money Talks: A Personal Finance Boot Camp

Charles Mas, Associate Financial Advisor - Ameriprise Financial Services, Inc.

Barrett-Johnson & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.,

This financial boot camp is a fundamentals workshop designed for those beginning their financial journey or anyone desiring a refresher course to build toward a solid financial future. Join us at Barrett-Johnson & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc., for an informative session on Financial Basics.

This Presentation Covers:

  • The importance of goal setting and financial planning
  • The basics of budgeting, managing debt and credit, investing and saving
  • Good habits for the future

A light meal & dessert will be served!

We encourage you to pass this on to friends and family members who may benefit from this informative seminar!

Space is limited to 12 participants

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

Barrett-Johnson & Associates is a private wealth advisory practice of

Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc., All rights reserved