Upcoming events

Plan for the future. How an estate plan helps put you in control.

EDT

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

Mark Walker, CFP®, ChFC®, Private Wealth Advisor - Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary seminar, you’ll learn ways to:
  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.
To reserve a spot: call us at 704.540.9996 or email us at elisa.enriquez@ampf.com
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.

Retiring on your Terms

EDT

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

Mark Walker, CFP®, ChFC®, Private Wealth Advisor - Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Will you be able to keep your lifestyle in retirement? During this complimentary seminar, you'll learn ways to:
  • Help make your retirement dreams and goals a reality.
  • Prioritize your retirement saving and spending plans to address what is most important to you.
  • Identify risks that could throw your retirement plans off track.
  • Create a meaningful legacy today — and for when you’re gone
To reserve a spot: call us at 704.540.9996 or email us at elisa.enriquez@ampf.com

Markets Update

EDT

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

Mark Walker, CFP®, ChFC®, Private Wealth Advisor - Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

To reserve a spot: call us at 704.540.9996 or email us at elisa.enriquez@ampf.com
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.

Plan for the future. How an estate plan helps put you in control.

EDT

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

Mark Walker, CFP®, ChFC®, Private Wealth Advisor - Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary seminar, you’ll learn ways to:
  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.
To reserve a spot: call us at 704.540.9996 or email us at elisa.enriquez@ampf.com
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.

Retiring on your Terms

EDT

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

Mark Walker, CFP®, ChFC®, Private Wealth Advisor - Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Will you be able to keep your lifestyle in retirement? During this complimentary seminar, you'll learn ways to:
  • Help make your retirement dreams and goals a reality.
  • Prioritize your retirement saving and spending plans to address what is most important to you.
  • Identify risks that could throw your retirement plans off track.
  • Create a meaningful legacy today — and for when you’re gone
To reserve a spot: call us at 704.540.9996 or email us at elisa.enriquez@ampf.com

Markets Update

EDT

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

Mark Walker, CFP®, ChFC®, Private Wealth Advisor - Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Walker and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

To reserve a spot: call us at 704.540.9996 or email us at elisa.enriquez@ampf.com
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.