Past events

Legacy Planning – How to transfer lifetime income to beneficiaries

  • David Houston, Director of Advanced Strategies - RiverSource Insurance
  • Joe Exner CFP, Regional Vice President with Ameriprise Financial

Attend our complimentary seminar to learn how to transfer lifetime income to your beneficiaries through legacy planning. During the presentation you will learn:

- Who or What's important to you?

- What could your legacy look like?

- How could you fund your legacy?

- Are there better alternatives?

Space is limited. Please make a reservation by Tuesday, September 8, 2020 for you and a guest.

4/30 Live Q&A with Ameriprise and Columbia Threadneedle Investments experts

  • David Joy, Cheif Market Strategist - Ameriprise Financial, LLC
  • Marcy Keckler, Vice President, Financial Advice Strategy

Join us Thursday, April 30 to hear insights on questions from Ameriprise clients like you, including:

  • What could a recovery look like and what should we be watching for?
  • How does the current market affect our investment approach?
  • What should I consider doing with my accounts for retirement?

In times of market pressure, it’s important to make sound financial decisions based on objective information. Your advisor is committed to delivering personalized advice specific to your financial goals and needs.

Listen to the replay.

Fine Dining

  • Michael Murphy & Justin Carfora , Senior Regional Director & Vice President - Voya Financial & First Trust
  • Ray Sicard, CFP, CFA, CERTIFIED FINANCIAL PLANNER(TM) with Ameriprise Financial
  • Voya Financial & First Trust

Please join us for a private dining experience. Our evening will start in a private dining room where we will enjoy our meal course by course. Bon Appétit!