Upcoming Events

Learn how recent events can impact your financies and Q&A Market Discussion

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Join us for a special event! Bernie DeLaRosa, Private Wealth Advisor, with Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc., will share a Market Volatility presentation. Three wholesalers will also be available for Q & A on the current market.

Terry Huddle, Regional Advisor Consultant, Columbia Threadneedle
Chris Davis, Senior Regional Consultant, Federated Matt Wolff, Vice President, Goldman Sachs

Light appetizers, desserts and coffee will be available from 6:30 - 7 and speakers will begin at 7 pm.

To reserve a spot: call us at 952.857.1487 or email us at carrie.chavez@ampf.com

Goldman Sachs, Federated, and Columbia Threadneedle

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

Sponsored by Goldman Sachs, Federated, Columbia Threadneedle.

Federated and Goldman Sachs are not affiliated with Ameriprise Financial.

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involved investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial Inc. All rights reserved.

2703011ACMR0919

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Identity Theft: Prepare, Protect, Prevent

Janet Koh, Regional Vice President- Advisor Consultant - New York Life Investments

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will cover aspects of Identity Theft to consider and ideas to help protect your and your loved ones’ personal information.

This educational opportunityis a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online

5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 596 848 473 Password: Welcome2

For more information: call us at 952.857.1487 or email us at carrie.chavez@ampf.com

Nick Angel, Regional Vice President- Advisor Consultant, New York Life Investments

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

New York Life Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

2703011ACMR0919

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Big Questions for a Better Retirement

Taylor Pluss, Retirement Director - Janus Henderson

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

As investors near retirement, readiness planning can seem daunting. We believe it’s important to ask the right questions in order to make sound decisions. Big Questions for a Better Retirement is designed to ask and answer questions and help investors start building a solid foundation for retirement readiness.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online

5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 259 716 475 Password: Welcome2

For more information: call us at 952.857.1487 or email us at carrie.chavez@ampf.com

Daniel Spenny, Director - Janus Henderson

This is an informational seminar. There is no cost orobligation.

Janus and its representatives are not affiliated with AmeripriseFinancial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

2703011ACMR0919

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to Calendar

Past Events

Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with Your Spouse

AJ Helgerson, Regional Marketing Director - Delaware Investments

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Creating Financial Harmony

The Talking to your Parents presentation will discuss: starting the conversation, preparing for the future, gathering important information,making decisions and preparing for the worst.

The Talking with your Spouse presentation will discuss: communicating on finance, considering personal goals, setting financial goals, preparing for the unexpected, planning your discussion

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online

5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 545 274

AJ Helgerson, Delaware Investments

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

Michelle Young, CA Insurance #0E24140

Delaware Investments and its representatives are not affiliated withAmeriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Document Shred Event

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

You are invited! Please join us for a Document Shred Event.

On site shredding directly in the truck while you wait! Thorough, safe and formal document destruction program.

Veteran Shredding is family and locally-owned and operated, run by 100% Service Disabled Veteran Small Business Owners.

Bring your documents, limit three bags please.

Once you’re finished with drop offs, please join us for tailgate treats. We look forward to seeing you on September 28! No RSVP is necessary.

There is no cost or obligation for this event.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc., All rights reserved.

Guide to the Markets- Seminar and Happy Hour

Tom Parnell, Executive Director - J. P. Morgan Asset Management

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will focus on these areas:

  • Today’s economic landscape
  • U.S. Markets
  • Global outlook

Hors d'oeuvres and beverages will be provided during the presentation. Space is limited. Guests are welcome to attend. Please make a reservation by Thursday, September 19th.

JPMorgan, Goldman Sachs, and BlackRock

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

Michelle Young #0E24140

JPMorgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Sponsored by: JPMorgan, BlackRock and Natixis. BlackRock, Natixis 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 of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.

5 Things Most Families Don’t Know About Taking Out Student Loans, but Should

Cozy Wittman, Associate - College Inside Track

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

The presentation will discuss: Student Loans, Financial Aid, Scholarships

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online

5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 000 950

Chris Wills, President, College Inside Track

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

Michelle Young CA Insurance #0E24140

College Inside Track and its representatives are not affiliated withAmeriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Young Adult Savings Seminar- Financial Basics

Chris Root, Financial Advisor - Confetti Wealth

Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Join us for a special presentation on Financial Basics. During this complimentary session, you and your young adult children will learn more about:

  • The importance of goal setting and financial planning
  • The basics of budgeting, managing debt and credit, investing and saving
  • Good habits for the future

Light refreshments will be provided. Your guests are welcome to attend.

Tom Sabow, Invesco

This is an informational presentation. There is no cost or obligation.
Sponsored by Invesco
Invesco and its representatives are not affiliated with Ameriprise Financial.