Past events

Webinar

  • Nicole Stiles, Regional Advisor Consultant - Columbia Threadneedle Investments
  • Chris Bryant, Branch Manager, Ameriprise Financial Services, LLC

Capital Markets Outlook and Opportunities

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 Advisers, LLC. This is an informational seminar. There is no cost or obligation.

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.

Columbia Threadneedle and Ameriprise Financial Services, LLC. are affiliated.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Virtual Health and Wellness Discussion -- The Power of Feeling Your BEST!

  • Chris Johnson, Founder & CEO - On Target Living
  • Ameriprise Financial Services, LLC
  • Putnam Investments

Exercise, healthier eating habits and a good night's rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. This session will cover topics such as:

- Your guide to balance, energy, and vitality

- REST, EAT, and MOVE to help feel your best

- Tools and strategies for immediate action

There is no cost or obligation. Putnam Investments and its representatives are not affiliated with Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Webinar: Understanding Medicare from A to D

  • Erik Martenson, Vice President | Regional Sales Director - First Eagle Funds
  • Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy. This complimentary seminar can help guide you through the essentials of Medicare, including:

  • An introduction to the program, its coverage and its costs
  • The enrollment process, and where and how to start
  • Coordinating Medicare benefits with other forms of insurance
  • The resources available to help individuals

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

Sponsored by First Eagle Investment Management. First Eagle Investment Management and their representatives are not affiliated with Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved.

Sippin' with Santa Open House!

  • Blue Cardinal Wealth Solutions, Ameriprise Private Wealth Advisory Practice
  • Delaware Investments, BNY Mellon Investment Management, Ivy Investments, Putnam

Skip the lines at the mall and bring the family to visit Santa! Don't forget to bring your camera! Come out to enjoy drinks, finger foods, and lots of holiday cheer!

There is no cost or obligation for this event. Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Service, Inc. is located at 4521 Sharon Road, Suite 300, Charlotte, NC 28211. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

(c) Ameriprise Financial, Inc. All rights reserved.

Discover your iPad--the basics and MORE!

  • Gill Kilcoyne, Lead Apple Solution Provider - Blueline Techologies, Inc.
  • Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Columbia Threadneedle, Eventide, Fidelity Investments and Invesco

Discover your iPad—the basics and MORE!

Presented by Gill Kilcoyne, Lead Apple Solution Provider at Blueline Technologies, Inc.

Bring your iPhone or iPad for hands-on learning:

- iPhone and iPad basic features;

- Advanced buttons and combinations, plus a few fun tricks;

- You will have the opportunity for Q&A.

and

Working together online: Digital Solutions, Personalized Advice

Presented by Mitchell Hodgkiss, Private Wealth Advisor

Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, Inc.

During this portion of the complimentary seminar, you'll learn:

- How we can work together more effectively online;

- How Ameriprise and I work with you for online security, plus the Ameriprise online security guarantee;

- Steps you and your loved ones can take to protect yourselves online.

This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Columbia Threadneedle, Fidelity Investments, Invesco and Eventide. Columbia Threadneedle is an affiliate of Ameriprise Financial; Fidelity Investments, Invesco, Eventide and their representatives are not affiliated with Ameriprise Financial.