Upcoming events

Plan to Give More: Estate Planning

EDT

Brewers at 4001 Yancey, 4001-A Yancey Road, Charlotte, NC 28217

Cathy Egan, Director of Advanced Strategies with RiverSource Insurance

Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

You are invited to join us for our upcoming seminar, “Plan to Give More: Estate Planning” on Thursday, April 18that 6:00 PM EST presented by Cathy Egan, Director of Advanced Strategies with RiverSource Insurance and hosted by Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC. We hope you can join us for drinks, food and fellowship at Brewers at 4001 Yancey.

To reserve a spot: call us at 704.972.2347 or email us at erin.ford@ampf.com

This seminar is sponsored by RiverSourceInsurance, an affiliate of Ameriprise Financial.

Ameriprise Financial, Inc. and itsaffiliates do not offer tax or legal advice. Consumers should consult withtheir tax advisor or

attorney regarding their specificsituation.

Before you purchase insurance, be sureto consider the policy’s features, benefits and fees, and whether it isappropriate for

you, based on your financial situationand objectives.

Issued by RiverSource Life InsuranceCompany, Minneapolis, Minnesota, and in New York only, by RiverSource LifeInsurance Co.

of New York, Albany, New York. Affiliatedwith Ameriprise Financial Services, LLC.

Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2021-2023 Ameriprise Financial, Inc.All rights reserved.

6424493ACMR0324

Past events

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

Technology Open House
Learn More About:

  • Get "on the go" access
  • Message Center
  • Statements and Documents
  • Total View
  • Using e-signature
  • Personalize your Accounts

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

Not FDIC or NCUA Insured| No Financial Institution Guarantee| MayLose Value

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 AmeripriseFinancial, Inc. All rights reserved. 6180073ACMR0224

Market and Economic Outlook

EST

Join this event online

Russell Price, CFA®, Chief Economist - Ameriprise Financial Services, LLC

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

Ameriprise Financial Services, LLC

During this presentation, we will discuss:

  • Current conditions and the economic outlook
  • Market conditions
  • Investment implications

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

Not FDIC or NCUA Insured| No Financial Institution Guarantee| May Lose Value

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 6152026ACMR1223

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