Economic and Market Outlook Date: Tuesday, January 26, 2021 Time: 12:00 PM - 1:00 PM Location: Virtual Seminar, WebEx, Charlotte, NC 28211 Presented By: Russell T. Price, CFA, Chief Economist Hosted By: Charlotte Branch Office Sponsored By: Ameriprise Financial During this complimentary presentation, we will discuss: Current conditions and the economic outlook Market conditions Investment implications To reserve a spot: call us at 704.972.2345 or email us at colleen.clarke@ampf.com Share Facebook LinkedIn Twitter Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. Thereis no cost or obligation. Ameriprise Financial Services, LLC.Member FINRA and SIPC. ©2020 Ameriprise Financial, Inc. All rights reserved.
Charitable Gifting Strategies - Unlocking the Tax Code Date: Tuesday, October 20, 2020 Time: 5:30 PM - 7:00 PM Location: Virtual, Webinar, Charlotte, NC 28211 Presented By: Adam Whitesell, CFP®, APMA®, CRPC®, CEP®, Private Wealth Advisor, Managing Director - Ameriprise Financial Services, LLC Hosted By: Michael Phillips. CFP®, MBA, CRPC®, RICP®, Financial Advisor, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Charlotte Branch of Ameriprise Financial We will discuss an overview of the tax law and multiple charitable giving strategies, including qualified charitable distributions. This is an informational event.There is no obligation or cost. Certified Financial Planner Boardof Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP (with plaque design) in the U.S. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. 3205185ACMR0820
US Election Guide Date: Thursday, October 15, 2020 Time: 5:30 PM - 6:30 PM Location: Virtual, Webinar, Charlotte, NC 28211 ONLINE EVENT URL: https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=eefa29af91957619e9e0c52854018d9cb Presented By: David Joy , Vice President, Chief Market Strategist - Ameriprise Financial Services, LLC Hosted By: Michael Phillips. CFP®, MBA, CRPC®, RICP®, Financial Advisor, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Charlotte Branch of Ameriprise Financial I’m excited to invite you to an upcoming special virtual event. Please join us for a bipartisan presentation on the upcoming US Election. During this complimentary session, the presentation will cover: · Historical Presidential Election Cycles · Election Uncertainty and Market Volatility · The Makeup of Congress Matters Investment products are not insured by the FDIC, are not deposits of or obligations of or guaranteed by a financial institution, involve investment risks including possible loss of principal, and may fluctuate in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC.
Education Planning and Funding Date: Thursday, October 1, 2020 Time: 5:00 PM - 6:30 PM Location: Virtual, Webinar, Charlotte, NC 28211 Presented By: Ken Davis, Regional Vice President - Columbia Threadneedle Investments Hosted By: Michael Phillips, CFP®, MBA, CRPC®, RICP®, Financial Advisor, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Charlotte Branch of Ameriprise Financial This event will cover 529 plans and help you understand saving and gifting options. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investors should carefully consider the investment objectives, risks, charges and expenses associated with the 529Savings Plan before investing. More information about a particular 529 Savings Plan is available in the issuer's official statement that may be obtained from the investor’s Ameriprise financial advisor. The official statement should be read carefully before investing. Clients contributing to a 529 Savings Plan offered by a state in which they are not a resident should consider, before investing, whether their or their designated beneficiary(s), home state offers any state tax or other benefits only available for investments in such state's qualified tuition program. The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10% federal tax penalty, and the possibility of a recapture of any state tax deductions or credits taken. 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. 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.© 2020 Ameriprise Financial, Inc. All rights reserved 3199506ACMR0820
Empower the Female Investor Date: Tuesday, September 22, 2020 Time: 6:00 PM - 7:30 PM Location: Virtual, Webinar, Charlotte, NC 28211 Presented By: Candice Tse, VP, Senior Market Strategist - Goldman Sachs Hosted By: Michael Phillips, CFP®, MBA, CRPC®, RICP®, Financial Advisor, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Charlotte Branch of Ameriprise Financial During this complimentary seminar we will discuss the increasing power of women in the global economy, including: • Financial planning challenges affecting women • How to build investment confidence EMPOWERing the female investor EMPOWERTM is a trademark of Goldman Sachs. Goldman Sachs 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser. Ameriprise Financial Services, LLC.Member FINRA and SIPC. ©2020 Ameriprise Financial, Inc, All Rights reserved. 3190188ACMR0820
8,000 Days of Retirement Date: Thursday, September 10, 2020 Time: 5:00 PM - 6:30 PM Location: Virtual, Webinar, Charlotte, NC 28211 Presented By: Ryan Sullivan , Managing Director - Hartford Funds Hosted By: Michael Phillips, CFP®, MBA, CRPC®, RIPC®, Financial Advisor, Associate Vice President, A financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Charlotte Branch of Ameriprise Financial The presentation will focus on: - Challengers and opportunities of longevity - Consumer behavior and decision making - Trends in demographics, technology, and lifestyles - The future of retirement Hartford Funds and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC .Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. 3217877ACMR0820
