Upcoming events

Shield Your Wealth: Cybersecurity in a World of Scammers

CDT

Lake Springfield Boathouse, 5324 S Kissick Avenue, Springfield, MO 65804

Lt. Jennifer Charleston, Cpl. Erich Rogge, Det. Jacob Boomgaarden - Springfield Police Department

Achieve Private Wealth

Cybercrime and financial scams are on the rise —and today’s scams are becoming more sophisticated. Criminals are skilled at exploiting trust, urgency, and technology to target individuals and their hard-earned wealth.

We are pleased to invite you to a complimentary educational seminar, Shield Your Wealth: Cybersecurity in a World of Scammers, designed to help you better protect your accounts and personal information.

This informative session will be presented by experts from the Springfield Police Department, including:

  • Lt. Jennifer Charleston
  • Cpl. Erich Rogge
  • Det. Jacob Boomgaarden

What You’ll Learn:

  • Common financial scams and cybercrime tactics used today
  • How criminals exploit trust, urgency, and technology
  • Practical steps to reduce your risk of becoming a victim
  • What to do if you suspect fraud or identity theft
To reserve a spot: call us at 417.877.0252 or email us at taryn.may@ampf.com

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

Achieve Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

The Compass is a trademark of Ameriprise Financial, Inc.

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

© 2026 Ameriprise Financial, Inc. All rights reserved.

8752325ACMR0226

Annual Shred Day

CDT

Achieve Private Wealth | Parking Lot, 1525 E Republic Road, Suite B-115, Springfield, MO 65804

Achieve Private Wealth

Join us on Thursday, April 17, 2025, from 9:00 a.m. to 11:00 a.m. for our complimentary annual document shredding event.

Big Bear Shredding will be on-site to shred your confidential documents safely and securely.

We’ll also be providing an assortment of pastries, while they last!

For more information: call us at 417.877.0252

There is no cost or obligation.

Achieve Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.

The Compass is a trademark of Ameriprise Financial, Inc.

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

© 2026 Ameriprise Financial, Inc. All rights reserved.

8752325ACMR0226

Social Security: Preparing for Retirement

CDT

Lake Springfield Boathouse, 5324 S Kissick Avenue, Springfield, MO 65804

Kevin Britt, CIMA®, Senior Regional Consultant - MFS

Achieve Private Wealth

MFS

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

To reserve a spot: call us at 417.877.0252 or email us at taryn.may@ampf.com
RSVP Online

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

This event is sponsored by MFS. These sponsors and representatives are not affiliated with Ameriprise Financial.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

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 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.

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

© 2026 Ameriprise Financial, Inc. All rights reserved. 8786898ACMR0226