Upcoming events

Generational Wealth and Success

CDT

Join this event online

Doug Orton, CRPC, Vice President, Business Development Consultant - MFS

Ameriprise Financial

Generational wealth – understand, plan and communicate –Building a legacy that lasts a lifetime.

As you set and then communicate goals for your family, these three things can help:

· Understanding why transfers of wealth often “fail”.

· Being familiar with what planning steps you can take to help avoid these common costly mistakes.

· And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes.
For more information: call us at 205.909.3120 or email us at sharee.green@ampf.com

This is an informational seminar. There is no cost or obligation. MFS is 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. 8785886ACMR0326

Past events

2026 Economic and Market Outlook Webinar

CST

Join this event online

Russell Price, CFA, , Chief Economist - Ameriprise Financial Service LLC

Ameriprise Financial Service LLC

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.

©2025 Ameriprise Financial, Inc. All rights reserved. 8641069ACMR1225

Raising Financially Aware Kids

CDT

Join this event online

Wendy Goodyear, VP, Financial Advisor Consultant - American Century

Southern States Region of Ameriprise Financial Services, LLC

During this presentation Wendy will discuss what every kid should know about money. From toddlers to teens, Raising Financially Aware Kids is for parents, grandparents, teachers or anyone who wants to help children learn about money.

During this discussion, we will cover:

• 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.

Leveraging technology while protecting yourself in the digital world

CDT

You must RSVP to receive access credentials for this event or seminar.

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

Southern States Region of Ameriprise Financial Services, LLC

  • 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