Past events

Ornament Creation

EST

Twigs & Figs, 15205 John J. Delaney Drive, Charlotte, NC 28277

Michael Phillips, CFP®, MBA, CRPC®, RICP®, Private Wealth Advisor

Please join us for a night to create a special holiday ornament!

There is no obligation or cost for this event.

Advisor office located at 4521Sharon Rd, Suite 300, Charlotte, NC 28211 704.972.2345

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc., All rights reserved. 5756659ACMR0623

Why Social Security Matters

EDT

Join this event online

Robert Kron, CFP®, Managing Director - Nuveen Investment Management

Michael Phillips, CFP®, MBA, CRPC®, RICP®, Private Wealth Advisor

Ameriprise Financial Services, LLC

Learn about Why Social Security Matters.

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

Nuveen and its representatives are not affiliated with Ameriprise Financial.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.5925589ACMR0923

Are you Leveraging All the Technology Available to you at Ameriprise?

EDT

Join this event online

Dylana Hopler, CFP®, CRPC®, Complex Director - Ameriprise Financial Services, LLC

Michael Phillips, CFP®, MBA, CRPC®, RICP®, Private Wealth Advisor

Ameriprise Financial Services, LLC

Learn more about the following:

•Get “on-the- go” access •Message Center •Statements & Documents •Total View •Using e-Signature
  • Personalize your Accounts

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

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 5435498ACMR0223

Retrain Your Brain - How to age-proof your most valuable assets

EDT

Join this event online

Ryan Sullivan, CFP®, CRPC®, ChFC®, Vice President & Managing Director of Applied Insights - Hartford Funds

Michael Phillips, CFP®, MBA, CRPC®, RICP®, Private Wealth Advisor

Ameriprise Financial Services, LLC

During this informational event, you will learn how to financially prepare for the possibility of cognitive decline and prevent, or at least slow, the aging of your brain.

Financial professionals already focus on helping ensure a client’s wealth lasts as long as the client lives. By understanding the simple tips we’ll share in this presentation, they can help ensure a client’s brain health lasts longer, too.

This is an informational seminar. There is no cost or obligation. Harford Funds and its representative are not affiliated with Ameriprise Financial. 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.

Ameriprise Financial Services, LLC. Member FINRA andSIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.

5790735ACMR0723

Retrain Your Brain - How to age-proof your most valuable assets

EDT

Join this event online

Ryan Sullivan, CFP®, CRPC®, ChFC®, Vice President & Managing Director of Applied Insights - Hartford Funds

Michael Phillips, CFP®, MBA, CRPC®, RICP®, Private Wealth Advisor

During this informational event, you will learn how to financially prepare for the possibility of cognitive decline and prevent, or at least slow, the aging of your brain.

Financial professionals already focus on helping ensure a client’s wealth lasts as long as the client lives. By understanding the simple tips we’ll share in this presentation, they can help ensure a client’s brain health lasts longer, too.

This is an informational seminar. There is no cost or obligation. Harford Funds and its representative are not affiliated with Ameriprise Financial. 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.

5790735ACMR0723