Past events

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.

EMPOWER the Female Investor

  • Candice Tse, Vice President, Senior Marketing Strategist - Goldman Sachs
  • Charlotte Branch Office of Ameriprise Financial
  • Heather Johnson with Goldman Sachs

The presentation will focus on these areas:

- What is Womenomics

- Financial planning challenges affecting women

- How to build investment confidence

- EMPOWER the female investor

This is an informational seminar. There is no cost or obligation. Goldman Sachs and its representatives are not affiliated with Ameriprise Financial. Investment products are not federal or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and may involve investment risks including possible loss of principal and fluctuation in value. EMPOWER is a trademark of Goldman Sachs. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., member FINRA and SIPC.

Knowledge is power - financial strategies for women

  • Melissa Saleeby, Financial Advisor - Blue Cardinal Wealth Solutions
  • Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Invesco and Federated Investors

During this complimentary seminar, you'll learn about four financial considerations for women and strategies to address them. We'll discuss:

  • The income gap
  • Longer lifespans
  • Multiple roles and responsibilities
  • Life changes