Upcoming Events

Health, wealth and a confident retirement

James Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: or email us at bishana.shipp@ampf.com

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.
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How the 2017 tax laws may impact you

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

During this complimentary seminar, we will discuss:

  • An overview of the 2017 tax law
  • Provisions of the 2017 tax law
  • Next steps and how to work with your advisor to assess your situation

To reserve a spot: or email us at bishana.shipp@ampf.com

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.
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Sending your child to college

James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors

Richardson Private Wealth Advisors

During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.

To reserve a spot: or email us at bishana.shipp@ampf.com

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