Upcoming events

7 Things No One Tells You About Retirement

EDT

Join this event online

Robert Carpenter, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

Southern States Region of Ameriprise Financial Services, LLC

Retirement may be one of the most eagerly anticipated phases of life, but it can also be the least understood — particularly when it comes to the more personal, non-financial side of life after work.

Learn more about:

1. Retirement history reveals a lot

2. The wrong top 10 list

3. The unspoken side of retirement

4. Major transition miscalculation

5. Where cliche advice goes wrong

6. The broken record of longevity

7. Retirement’s greatest paradox

For more information: call us at 704.916.6892 or email us at carolyn.parks@ampf.com

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

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC.

Columbia Threadneedle Investments also sponsored the event and is an affiliate of Ameriprise Financial.

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.

Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. 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.

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

©2025 Ameriprise Financial, Inc. All rights reserved. 8258986ACMr0825

Past events

You're Invited to Attend a Beer Tasting

EDT

Legion Brewing South Park, 5610 Carnegie Blvd, Charlotte, NC 28209

The Charlotte Branch Office of Ameriprise Financial

Dinner will be provided.

Space is limited.

There is no obligation or cost for this event.

Advisor office located at 4521Sharon Rd, Suite 300 Charlotte, NC 28211 704.972.2345

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

© 2024 Ameriprise Financial, Inc., All rights reserved. 8230871ACMR0825

Leveraging Technology while Protecting Yourself in the Digital World

EDT

Join this event online

Dylana Hopler, CFP®, CRPC™, Complex Director - Ameriprise Financial Services, LLC

Southern States Region of Ameriprise Financial Services, LLC

Learn more about:

  • How Ameriprise helps protect your information
  • Online security guarantee
  • Working together online and on the go
  • Protecting yourself online
  • Recognizing common types of fraud and scams

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

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

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

© 2025 Ameriprise Financial, Inc. All rights reserved.

Join Us For A Virtual Presentation on The Economic and Market Outlook

EST

Join this event online

Russell Price, CFA, Chief Economist - Ameriprise Financial

Charlotte Branch of Ameriprise Financial

During this presentation, we will discuss:
- Current Conditions and the Economic Outlook - Market Conditions - Investment Implications

This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7384659A

Making the Most of Medicare: What you Need to Know

EST

Join this event online

Steve Mazzarell, Senior Regional Consultant - MFS Investment Management

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore what Medicare Parts A and B are and what they cover and their costs.

Then we’ll talk about Part D, prescription drug plans and discuss major differences between Medicare Advantage Plans, also known as Part C plans, and Medicare Supplement/Medigap Plans.

Lastly, we’ll review when you may want to consider applying to make sure that you have health coverage and avoid penalties.

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.

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.

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

©2024 Ameriprise Financial, Inc. All rights reserved. 7195737ACMR1024