Upcoming events

Planning for the future: An approach for the whole family

CST

You must RSVP to receive access credentials for this event or seminar

Randy M. Herr, Private Wealth Advisor - Ameriprise Financial

Ascendant Wealth Management Group

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:
  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones
For more information: call us at 515.573.1188 or email us at ascendant@ampf.com
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.

Knowledge is power - financial strategies for women

CDT

You must RSVP to receive access credentials for this event or seminar

Cierra Walding, Private Wealth Advisor - Ameriprise Financial

Ascendant Wealth Management Group

During this complimentary session, we'll discuss four areas that can impact women's financial lives and offer some strategies to help:
  • Address the income gap
  • Plan for a longer lifespan
  • Manage multiple roles and responsibilities at home, work and in the community
  • Approach life changes and unexpected events
For more information: call us at 515.573.1188 or email us at ascendant@ampf.com
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.