Economic and Market Outlook Date: Wednesday, January 25, 2023 Time: 6:30 PM - 7:30 PM CST Location: Five Oaks Lodge, 5 2 8 East 121st street South , Jenks, OK 74037 Presented By: Mark Strubel, Senior Vice President/SMA and ETF Specialist - Federated Hermes Hosted By: RoseStone Wealth Advisors We invite you and a guest to join us in person for our annual dinner, while Mark Strubel presents Economic and Market Outlook This is an informational seminar. There is no cost or obligation. Sponsored by: Federated Hermes. Federated Hermes 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Inc. All rights reserved.
RoseStone Wealth Advisors Movie Day Date: Saturday, December 10, 2022 Time: 9:00 AM - 11:00 AM CST Location: The Warren Theater, 1700 West Aspen Creek Drive, Broken Arrow, OK 74011 Hosted By: RoseStone Wealth Advisors You and your family are invited to attend The Polar Express in Tulsa! There is no cost or obligation. RoseStone Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. The Compass is a trademark of Ameriprise Financial, Inc.© 2022 Ameriprise Financial Inc. All rights reserved.
What's the Scoop Date: Thursday, October 6, 2022 Time: 6:30 PM - 7:45 PM CDT Location: Tulsa Marriott Southern Hills, 1902 E. 71st , Tulsa, OK 74136 Presented By: Neal Guidry, Regional Director - Macquarie Asset Management Hosted By: RoseStone Wealth Advisors Sponsored By: Macquarie Asset Management, Wells Fargo and Columbia Threadneedle Bring a guest and join us for dinner and a seminar. Neal Guidry, Regional Director for Macquarie Asset Management will present live: "Talking to Your Children-Building a Plan for a Healthy Financial Future" This is an informational seminar. There is no cost or obligation. Sponsored by: Macquarie Asset Management, Wells Fargo and Columbia Threadneedle. Columbia Threadneedle is affiliated with Ameriprise Financial. Macquarie Asset Management and Wells Fargo 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Inc. All rights reserved. 4910536ACMR0822
Social Security: Planning for Retirement Date: Tuesday, September 20, 2022 Time: 6:30 PM - 7:30 PM CDT Location: Ti Amo Restaurant, 6024 South Sheridan Road, Tulsa, OK 74145 Presented By: Mike O'Donovan, Director of MFS Fund Distributors Investment Management - MFS Fund Distributors Investment Management Hosted By: RoseStone Wealth Advisors Mike O'Donovan Director of MFS Fund Distributors Investment Management presents Social Security: Planning for Retirement. This is an informational seminar. There is no cost or obligation. MFS, American Century, First Eagle, Neuberger Berman 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial Inc. All rights reserved.
Market and Economic Perspectives Date: Thursday, August 18, 2022 Time: 6:00 PM - 8:00 PM CDT Join this event online Presented By: Andrew Schurle, Vice President—Regional Director - Goldman, Sachs & Co. Hosted By: RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: RoseStone Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Event Market and Economic Perspectives This is an informational seminar. There is no cost or obligation. Goldman Sachs and their 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. The Compass is a trademark of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved. 4749786ACMR0522