Upcoming Events

There are no upcoming events. Please check back for updates.

Past Events

2018 Seminar Series: Destination College

Joseph Friedman, 529 Specialist - Oppenheimer Funds

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Destination College- Creating your Road Map

The presentation will focus on these areas:

-The college journey

-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 of 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 here to join.

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

Oppenheimer Funds and its representatives are not affiliated with Ameriprise Financial.

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.

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which maybe obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing.

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

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services,Inc. Member FINRA and SIPC.

Succession Planning – the 10 most important non-legal questions

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

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services

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 thebest answers for you

Sponsoredby: Darren Griffiths, CNL Capital Markets Corporation

May 22, 2018, 12:00– 1:00 pm, Central Time

This educationalopportunity is a conference call and webex presentation.

Please plan tocall the toll-free number to hear the speaker and join the

webex event onlineto view the presentation from the comfort of your home or office.

To listen, pleasejoin 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

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

CNL and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

Social Security - Options to help maximize your benefits

Presented by Ryan Callahan, Regional Vice President - Fidelity Investments

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will focus on these areas:

· Social Security essentials

· Benefits and options

· Strategies to consider

· Next steps

Sponsored by: Bill Rothschild, Fidelity Investments

Monday, April 23,2018, 12:00 – 1:00 pm, Central Time

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 9561640

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.

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

Bill Rothschild, Fidelity Investments

Fidelity Investments and itsrepresentatives are not affiliated with Ameriprise Financial.

AmeripriseFinancial Services, Inc. Member FINRA and SIPC.

Document Shredding Event

Synergy Wealth Managment a private wealth advisory practice of Ameriprise Financial

Join other Ameriprise clients for a document shredding event!

Safely dispose of your paper files, check stubs, bills and receipts.

Bring bags (limit 3 please) and watch your documents be securely shred in the truck on site.

Veteran Shredding is a family and locally-owned and operated, run by 100% Service Disabled Veteran Small Business Owners.

Once you're finished with drop offs, please join us for tailgate treats.

No RSVP necessary!