Upcoming events

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

  • Chris Johnson, Founder and CEO of On Target Living
  • Ameriprise Financial Services, LLC
  • Putnam Investments

Exercise, healthier eating habit and a goo 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 you feel your best

Tools and strategies for immediate action

For more information: call us at 941.365.9000

There is no cost or obligation.

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC, Member FINRA and SIPC

Past events

Mixology & Trivia

  • The Sarasota Branch of Ameriprise Financial Services, LLC

Join us for a fun evening of mixed cocktails and trivia! Accompany us on our virtual happy hour with our very own mixologist instructing and preparing 3 awesome cocktails combined with trivia in between drinks

Learn more about the Secure site on Ameriprise.com

  • Dylana Hopler, Complex Director - Ameriprise Financial Services, LLC
  • The Sarasota Branch of Ameriprise Financial Services, LLC
  • Ameriprise Financial Services, LLC

Learn more about the following:

Get on the go access

Message Center

Statements and Documents

Total View

Using e-Signature

Personalize your Accounts

Managing Stress for Success

  • John Evans Jr., EdD, Head Strategist - Knowledge Labs Professional Development-Janus
  • The Sarasota Branch of Ameriprise Financial Services, LLC

Strategies to Help You Better Prepare For and Respond to Stress

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

Janus Henderson and its representatives are not affiliated with Ameriprise Financial Services, LLC

Your Retirement: Your Way

  • Dylana Hopler, Complex Director - Ameriprise Financial
  • Ameriprise Financial

Succession planning can be a critical part of helping you preserve your practice and the equity you have build in your business.

During this presentation you will learn about:

• The importance of succession planning

• Overview of valuation methods

COVID-19 Legislation - Key considerations for small business owners and 1099 employees

  • Patrick Clunan, Director-Consultative Services - Learning Center at Columbia Threadneedle Investments
  • Sarasota Branch of Ameriprise Financial Services, LLC

During this complimentary session, you'll learn about some COVID-19 legislation aimed at helping small businesses, including:

  • Sick and family leave credits
  • Social Security payroll tax delays
  • Employee retention tax credits
  • Paycheck protection program loans

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 federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss or principal and fluctuation in value.