Past events

Politics in 2021-New President, New Congress, New Vaccine

  • Sharon R. Olson, Vice President - Government Relations with Natixis Investment Managers
  • Ameriprise Financial Services, LLC
  • Natixis Investment Managers

During this complimentary session we'll discuss:

  • The new vaccine
  • The new Congress
  • The new administration

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

Natixis Investment Managers and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Coopers Hawk Wine Tasting

  • Ameriprise Financial Services, LLC
  • The Sarasota Branch of Ameriprise Financial Services, LLC
  • Lee England, CIMC, Vice President of Black Creek Group

Join us for a Wine Tasting.

There is no obligation or cost for this event.

Black Creek Capital Markets are not affiliated with Ameriprise Financial , Inc.

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, LLC. Member FINRA and SIPC.

Resilience and Mental Toughness

  • Rick Andstrom, Navy Seal-Motivational Speaker
  • Ameriprise Financial Services, LLC
  • Putnam Investments

The Presentation will focus on these areas:

  • Strategies for building mental resilience
  • Techniques for developing mental toughness

This is an informational event. There is no cost or obligation. Putnam Investments and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC Member FINRA and SIPC

Knowledge is power - financial strategies for women

  • Dylana Hopler, Complex Director - Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC
During this complimentary session, we'll discuss four areas that can impact women's financial lives and offer some strategies to help:
  • Address the income gap
  • Plan for a longer lifespan
  • Manage multiple roles and responsibilities at home, work and in the community
  • Approach life changes and unexpected events
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.

Navigating Social Security

  • Sharon Carson, Executive Director, Retirement Strategist - JP Morgan Asset Management
  • Ameriprise Financial Services, LLC

During this complimentary session, we'll discuss:

  • The basics of Social Security
  • Making a claiming decision
  • The future of Social Security

This is an informational seminar. There is no obligation or cost to attend. J.P. Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial Services, LLC.Ameriprise Financial Services, LLC, Member FINRA and SIPC