Upcoming events

Economic and Market Outlook

  • Russell T. Price, CFA, Chief Economist
  • Charlotte Branch Office
  • 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

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.

Past events

Charitable Gifting Strategies - Unlocking the Tax Code

  • Adam Whitesell, CFP®, APMA®, CRPC®, CEP®, Private Wealth Advisor, Managing Director - Ameriprise Financial Services, LLC
  • Michael Phillips. CFP®, MBA, CRPC®, RICP®, Financial Advisor, a financial advisory practice of Ameriprise Financial Services, LLC
  • 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

  • David Joy , Vice President, Chief Market Strategist - Ameriprise Financial Services, LLC
  • Michael Phillips. CFP®, MBA, CRPC®, RICP®, Financial Advisor, a financial advisory practice of Ameriprise Financial Services, LLC
  • 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

  • Ken Davis, Regional Vice President - Columbia Threadneedle Investments
  • Michael Phillips, CFP®, MBA, CRPC®, RICP®, Financial Advisor, a financial advisory practice of Ameriprise Financial Services, LLC
  • 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

  • Candice Tse, VP, Senior Market Strategist - Goldman Sachs
  • Michael Phillips, CFP®, MBA, CRPC®, RICP®, Financial Advisor, a financial advisory practice of Ameriprise Financial Services, LLC
  • 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

  • Ryan Sullivan , Managing Director - Hartford Funds
  • Michael Phillips, CFP®, MBA, CRPC®, RIPC®, Financial Advisor, Associate Vice President, A financial advisory practice of Ameriprise Financial Services, LLC
  • 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