CKM Pride Luncheon & Quarterly Market Update Date: Wednesday, June 25, 2025 Time: 11:30 AM - 1:30 PM EDT Location: Bey Mediterranean Kitchen + Bar, 1035 Alpharetta St, Suite 1100, Roswell, GA 30075 Presented By: Gretchen Laundon, Regional Director - Fidelity Institutional Hosted By: Richard MacKelfresh, Private Wealth Advisor Join us for a bring-a-friend lunch event as we celebrate the LGBT community. We'll enjoy good company and learn about the current state of financial markets from our presenter, Gretchen. This is an informational seminar. There is no cost or obligation. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. The Compass is a trademark of Ameriprise Financial, Inc. Legal File #7918794ACMR0525
Understanding Your Social Security Options Date: Thursday, December 5, 2024 Time: 6:00 PM - 9:00 PM EST Location: Richard's Home, 196 Rumson Rd, Atlanta, GA 30305 Presented By: Jonathan Kallensee, Senior Regional Advisor Consultant - Cross Channel Coverage - Columbia Threadneedle Hosted By: Richard MacKelfresh, Private Wealth Advisor Sponsored By: Columbia Threadneedle We are hosting a dinner and informational presentation at Richard's home. Columbia Threadneedle will present "Understanding Your Social Security Options" to our clients at or near Social Security age. This is an informational seminar. There is no cost or obligation. Sponsored by Columbia Threadneedle Investments. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial, Inc. 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. © 2024 Ameriprise Financial, Inc. All rights reserved. 7242748ACMR1124