Upcoming Events

SEMINAR SERIES: Empower, Elevate, Achieve: Financial Guidebooks for Women

Sarah Watson, Practice Management Specialist - Putnam

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. invites you to a special conference call and online webex seminar event, Empower Elevate Achieve: Financial Guidebooks for Women by Putnam

Wednesday, July 31, 2019, 11 am– 12 pm Central Time

The presentation will discuss: Women and wealth, challenges and opportunities, financial life stages and action plan.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 598 324 869

Password: Welcome2

For more information: call us at 952.486.4210 or email us at deborah.l.weliver@ampf.com

Anne Kinsman, Putnam

Putnam Investments 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.
Add Event
to Calendar

SEMINAR SERIES: 5 things most families don’t know about taking out student loans, but should

Cozy Wittman, Associate - College Inside Track

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. invites you to a special conference call and online webex seminar event, 5 things most families don’t know about taking out student loans, but should by College Inside Track

Wednesday, August 28, 2019, 11 am– 12 pm Central Time

The presentation will discuss: Student Loans, Financial Aid, Scholarships

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 000 950

Password: Welcome2

For more information: call us at 952.486.4210 or email us at deborah.l.weliver@ampf.com

Chris Wills, President, College Inside Track

College Inside Track and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.
Add Event
to Calendar

SEMINAR SERIES: Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with

AJ Helgerson , Regional Marketing Director - Delaware Investments

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. invites you to a special conference call and online webex seminar event, Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with Your Spouse-Creating Financial Harmony

Monday, September 30, 2019, 11 am– 12 pm Central Time

The Talking to your Parents presentation will discuss: starting the conversation, preparing for the future, gathering important information,making decisions and preparing for the worst.

The Talking with your Spouse presentation will discuss: communicating on finance, considering personal goals, setting financial goals, preparing for the unexpected, planning your discussion

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 545 274

Password: Welcome2

For more information: call us at 952.486.4210 or email us at deborah.l.weliver@ampf.com

AJ Helgerson, Delaware Investments

Delaware Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.
Add Event
to Calendar

Past Events

SEMINAR SERIES: Behavioral Finance in Today's Market

Mark Peterson, Director of Investment Strategy and Education - BlackRock

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

Please join us for Behavioral Finance in Today's Market.

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 5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Paula Doroff, BlackRock

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

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial,Inc. All rights reserved.

Annual Shred-It Event!

Synergy Wealth Management

Synergy Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. invite you to our annual Shred-It Event!


Celebrate your completion of tax season, clean up your files, and bring your sensitive papers to our shredding event.

Document Collection dates: April 15 – April 19, 2019

Location: Ameriprise Financial 10159 Wayzata Blvd Suite 200 Minnetonka, MN 55305

The documents will be collected and stored in locked bins until they are shredded and disposed of on April 22, 2019.

There is no cost or obligation for this event. Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc., All rights reserved.

Investing Matters

Presented by John McCauley, National Sales Manager with Victory Capital , National Sales Manager with Victory Capital - Victory Capital

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

The presentation will focus on these areas: the new investor mindset, how to step forward in an evolving environment, and re-evaluating your risk tolerance and getting back in the market.

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 by clicking this link.

WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Sponsored by Gary Goska, Regional Sales Director, Victory Capital

Mark Cheeley, CA insurance # ___________

Victory Capital 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018Ameriprise Financial, Inc. All rights reserved.

Planning for Health Care in Retirement A guide to covering your medical expenses

Kevin Furtado, Regional Sales Consultant - Fidelity Investments

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

During this complimentary seminar, you will gain insight into healthcare costs, look into Medicare – what it covers and what it costs, and outline a 4-Step process for creating a healthcare plan.

This educational opportunity is a conference call and webex presentation.

Please call the toll-free number to hear the speaker and join the webex event online by clicking this link. WebEx may prompt you to install or activate a plug-in to view the meeting. Please call: 1-866-501-1506 Conference Code: 402 956 1640

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

Bill Rothschild, Regional Director, Fidelity Investments

Mark Cheeley, CA insurance # 0I11648

Fidelity Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc. All rights reserved.

Understanding the 2017 Tax Act from Columbia Threadneedle

Abram Claude, Vice President - Columbia Threadneedle

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

Event Description (required); max 1,500 characters

The Tax Act of 2017 contains significant tax treatment changes for businesses and investors. Get an overview of how the changes affect you and your clients, and examine the most striking effects on C corporations, pass-through business structures and individuals. 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 link here event online:

5 minutes before start time to view the presentation from the comfort of your home or office.

WebEx may prompt you to install or activate a plug-in to view the meeting.

Sponsored by Steve Klein, Region Vice President, Columbia Threadneedle

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

This seminar is sponsored by Columbia Management Investment Advisors, LLC. This is an informational seminar. There is no cost or obligation.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers,LLC. Columbia Management is a subsidiary of Ameriprise Financial, Inc.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a free prospectus or a summary prospectus,which contains this and other important information about the funds, visit columbiathreadneedle.com/us.Read the prospectus carefully before investing.

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 Financial, Inc. All rights reserved.