Past events

Navigating Social Security

  • Sharon Carson, Executive Director, Retirement Strategist - JP Morgan Asset Management
  • Ameriprise Financial Services, LLC

During this complimentary session, we'll discuss:

  • The basics of Social Security
  • Making a claiming decision
  • The future of Social Security

This is an informational seminar. There is no obligation or cost to attend. J.P. Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial Services, LLC.Ameriprise Financial Services, LLC, Member FINRA and SIPC

The U.S. Charitable Gift Trust: Planned Giving with Donor-Advised Funds

  • Anthony Gigante, Strategies Specialist - Eaton Vance Distributors, Inc.
  • Armstrong Financial Services Group, A financial advisory practice of Ameriprise Financial Services, LLC

The presentation will focus on ways to support tax savings while supporting the causes most important to you

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

Eaton Vance Distributors, Inc. and its representatives are not affiliated with Ameriprise Financial.

Not FDIC Insured |No Bank Guarantee |May Lose Value

Ameriprise Financial Services, LLC .Member FINRA and SIPC .

How to Stay Safe from Cyber Crime and Identity Theft

  • Jeff Lanza, Retired FBI Agent
  • Ameriprise Financial Services, LLC
  • John Hancock

The presentation will focus on these areas:

  • The impact of technology
  • Understanding the threats
  • Protecting you and your family
  • Accountability and support

John Hancock Investment Management and its representatives are not affiliated with Ameriprise Financial.This is an informational event. There is no cost or obligation.Ameriprise Financial Services, LLC. Member FINRA and SIPC

The Road to Recovery

  • Strider Elass, Senior Economist - First Trust Portfolios L.P.
  • Ameriprise Financial Services, LLC
  • First Trust Portfolios L.P.

Please join us for a Virtual Event!

This is an informational seminar. There is no obligation or cost. First Trust Portfolios and its representatives are not

affiliated with Ameriprise Financial .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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Virtual Health and Wellness Discussion-The Power of Feeling Your Best!

  • Chris Johnson, Founder & CEO - On Target Living
  • The Sarasota Branch of Ameriprise Financial Services, LLC
  • Putnam Investments

Exercise, healthier eating habits and a good night's rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

  • Your guide to balance, energy and vitality
  • REST, EAT and MOVE to help feel your best
  • Tools and strategies for immediate action

There is no cost or obligation. Putnam Investments and its representatives are not affiliated with Ameriprise FinancialAmeriprise Financial Services, LLC Member FINRA and SIPC