Ornament Creation Date: Thursday, November 16, 2023 Time: 6:00 PM - 8:00 PM EST Location: Twigs & Figs, 15205 John J. Delaney Drive, Charlotte, NC 28277 Hosted By: 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 Date: Tuesday, October 17, 2023 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Robert Kron, CFP®, Managing Director - Nuveen Investment Management Hosted By: Michael Phillips, CFP®, MBA, CRPC®, RICP®, Private Wealth Advisor Sponsored By: 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? Date: Tuesday, September 19, 2023 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Dylana Hopler, CFP®, CRPC®, Complex Director - Ameriprise Financial Services, LLC Hosted By: Michael Phillips, CFP®, MBA, CRPC®, RICP®, Private Wealth Advisor Sponsored By: 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 Date: Wednesday, September 13, 2023 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Ryan Sullivan, CFP®, CRPC®, ChFC®, Vice President & Managing Director of Applied Insights - Hartford Funds Hosted By: Michael Phillips, CFP®, MBA, CRPC®, RICP®, Private Wealth Advisor Sponsored By: 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 Date: Tuesday, September 12, 2023 Time: 6:00 PM - 7:00 PM EDT Join this event online Presented By: Ryan Sullivan, CFP®, CRPC®, ChFC®, Vice President & Managing Director of Applied Insights - Hartford Funds Hosted By: 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