Past events

Spring Clean Your Finances

  • Jaime Lewis, Director, Senior Advisor Consultant - New York Life Investments MainStay Mutual Funds
  • Blue Cardinal Wealth Solutions A private wealth advisory practice of Ameriprise Financial Services, LLC

You usually clean out your closet or home every Spring… but have you ever Spring-cleaned your finances? This webinar will talk about the importance of doing a full review of your finances every year, what areas should be focused on the most, and how to set yourself up for financial success for the rest of the year.

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

New York Life Investments | MainStay Mutual Funds and their representatives are not affiliated with Ameriprise Financial Services, LLC.

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 in value.

Social Security in Nine Questions

  • Carter Loetz, Vice President/Senior Advisor Consultant - Invesco
  • Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

In this introduction to Social Security, we will answer the nine most popular questions asked:

Is the system in trouble? What is my benefit based on? When can I begin taking benefits? How much money will I get? Can I get Social Security and still work? When should I begin taking benefits? How does Social Security work for my spouse? How does Social Security work for my ex-spouse? What happens if my spouse dies?

This is an informational event. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Invesco and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial Inc. All rights reserved 3422106ACMR0121

My Brain Made Me Do It : Strategies to help you make better decisions

  • Charley Fry, Vice President/Business Consultant - John Hancock
  • Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

A complimentary financial workshop designed to help you better plan for your future. This seminar explores:

  • How the brain reacts to emotional situations, such as making investment decisions
  • Some of the more common investing mistakes many people make
  • Actions you can take to avoid them

This is an informational event. There is no cost or obligation. John Hancock and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial Inc. All rights reserved.

Education Planning and Funding

  • Ken Davis, Regional Vice President - Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.
  • Charlotte Branch Offices
  • Columbia Threadneedle Investments

There is no cost or obligation.

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial.

Investors should carefully consider the investment objectives, risks, charges and expenses associated with the 529Savings Plan before investing. More information about a particular 529 Savings Plan is available in the issuer's official statement that may be obtained from the investor’s Ameriprise financial advisor. The official statement should be read carefully before investing.

Clients contributing to a 529 Savings Plan offered by a state in which they are not a resident should consider, before investing, whether their or their designated beneficiary(s), home state offers any state tax or other benefits only available for investments in such state's qualified tuition program. The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10% federal tax penalty, and the possibility of a recapture of any state tax deductions or credits taken.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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 in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

EMPOWER™The Female Investor

  • Candice Tse, Vice President, Senior Market Strategist - Goldman Sachs and its representatives are not affiliated with Ameriprise Financial.
  • Charlotte Branch Office
  • Goldman Sachs

During this complimentary seminar we will discuss the increasing power of women in the global economy, including:

  • Financial planning challenges affecting women
  • How to build investment confidence
  • EMPOWERing the female investor

EMPOWERTM is a trademark of Goldman Sachs. Goldman Sachs 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 in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc, All Rights reserved.