Financial foundation: A guide to managing your money Date: Wednesday, March 4, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: John-Peter (JP) Curcio, Financial Advisor - Iron Oaks Wealth Advisors Hosted By: Iron Oaks Wealth Advisors Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. To reserve a spot: call us at 404.995.8670 or email us at Ironoakswealthadvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Women's Spa Day Date: Saturday, March 21, 2026 Time: 10:30 AM - 12:30 PM EDT Location: Buckhead Signature Nails, 3495 Buckhead Loop NE #230, Atlanta, GA 30326 Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Enjoy a day of relaxation complimentary of us. Choose between a manicure, pedicure, or 30-minute chair massage. Bring a friend you'd love to introduce to the practice and unwind together. To reserve a spot: call us at 404.995.8670 or email us at ironoakswealthadvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Wednesday, June 3, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: John-Peter (JP) Curcio, Financial Advisor - Iron Oaks Wealth Advisors Hosted By: Iron Oaks Wealth Advisors Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. To reserve a spot: call us at 404.995.8670 or email us at Ironoakswealthadvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Your Retirement Roadmap: Building wealth and saving for the future Date: Wednesday, October 7, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Nick Ives, Financial Advisor - Iron Oaks Wealth Advisors Hosted By: Iron Oaks Wealth Advisors Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last. To reserve a spot: call us at 404.995.8670 or email us at Ironoakswealthadvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Women in Transition Series Part 5 Date: Wednesday, May 28, 2025 Time: 11:30 AM - 12:30 PM EDT Join this event online Presented By: Thu Saunders, CRPC© & Cherie Caldwell, Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC We will explore the challenges and opportunities that arise during significant life changes. Together, we will foster resilience, inspire personal growth, and celebrate the strength that emerges during these transformative times. There is no cost or obligation. Ameriprise Financial and the financial institution are not affiliated. Third parties and representatives mentioned 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. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7701435ACMR0325
Women in Transition Series Part 3 Date: Wednesday, May 7, 2025 Time: 11:30 AM - 12:30 PM EDT Join this event online Presented By: Thu Saunders, CRPC© & Cherie Caldwell, Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC We will explore the diverse experiences of marriage, motherhood, the challenges of the “sandwich” generation, and the journey of becoming an empty nester. Together, we will foster a since of community, provide support, and inspire one another as we embrace the joys and challenges of these significant life stages. This is an informational seminar. There is no cost or obligation. Third parties and representatives mentioned 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7701435ACMR0325
Women in Transition Series Part 2 Date: Wednesday, April 30, 2025 Time: 11:30 AM - 12:30 PM EDT Location: 3475 Lenox Rd NE, Atlanta, GA 30326 Join this event online Presented By: Thu Saunders, CRPC© & Cherie Caldwell, Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC We will address the unique challenges and opportunities that come with changing companies, facing layoffs and planning for retirement. Together, we will celebrate resilience, foster professional growth, and empower each other to embrace new paths. This is an informational seminar. There is no cost or obligation. Third parties and representatives mentioned 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7701435ACMR0325
Women in Transition Series Part 1 Date: Wednesday, April 23, 2025 Time: 11:30 AM - 12:30 PM EDT Location: 3475 Lenox Rd NE, Atlanta, GA 30326 Join this event online Presented By: Thu Saunders, CRPC© & Cherie Caldwell, Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC We will explore the challenges and opportunities that arise during significant life changes such as separations, divorce or becoming a widow. Together, we will foster resilience, inspire personal growth, and celebrate the strength that emerges during these transformative times. This is an informational seminar. There is no cost or obligation. Third parties and representatives mentioned 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7701435ACMR0325