Upcoming events

Generational Wealth and Success

EDT

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

DOUG ORTON, CRPC VICE PRESIDENT - BUSINESS DEVELOPMENT CONSULTANT WITH MFS

Ameriprise Financial Services, LLC

Generational wealth — understand, plan, and communicate - Building a legacy that lasts beyond 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.
To reserve a spot: call us at 813.868.8700

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.

SOCIAL SECURITY & MEDICARE: EVERYTHING YOU DIDN'T KNOW TO ASK

EDT

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

JUSTIN MORSE, PRACTICE MANAGEMENT SPECIALIST - Victory Capital

AMERIPRISE FINANCIAL SERVICES, LLC

Join us for a virtual presentation on social security and Medicare.

To reserve a spot: call us at 813.868.8700

This is an informational seminar. There is no cost or obligation. Victory Capital and its representatives are not affiliated with Ameriprise Financial. 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. 7755211ACMR0325

Past events

Celebrate the Season

EST

Ardea Country Club, 1055 East Lake Woodlands Pkwy , Oldsmar, FL 34677

Marco Sandusky, APMA™, CRPC™, Financial Advisor - Ameriprise Financial Services, LLC

Let’s kick off the holiday season together.

Join us for a relaxed evening with delicious food, an open bar, and the chance to have your friends and family professionally photographed at beautiful Ardea Country Club in East Lake Woodlands.

You will receive images you can use for your holiday card, or simply to frame and cherish. It’s our way of saying thank you for your friendship.

There is no obligation or cost for this event.