Generational Wealth and Success Date: Tuesday, April 21, 2026 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Doug Orton, CRPC, Vice President, Business Development Consultant - MFS Hosted By: Ameriprise Financial Generational wealth – understand, plan and communicate –Building a legacy that lasts a lifetime. As you set and then communicate goals for your family, thesethree things can help. · Understanding why transfers of wealth often “fail”. · Being familiar with what planning steps you cantake to help avoid these common costly mistakes.· And lastly,knowing how you can communicate your plan and your wishes with your family tohelp reduce the likelihood that they will make mistakes when the time comes. For more information: call us at 662.990.2894 or email us at Ashley.Shurden@ampf.com 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. MFS is 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. 8785886ACMR0326
Raising Financially Aware Kids Date: Tuesday, July 22, 2025 Time: 11:00 AM - 12:00 PM CDT Join this event online Presented By: Wendy Goodyear, VP, Financial Advisor Consultant - American Century Hosted By: Southern States Region of Ameriprise Financial Services, LLC Duringthis presentation Wendy will discuss what every kid should know about money.From toddlers to teens, Raising Financially Aware Kids is for parents,grandparents, teachers or anyone who wants to help children learn about money. Duringthis discussion, we will cover: •Understanding the differences between “needs” and “wants” and values aroundmoney •Establishing saving and investing habits at every age• Knowing the aspects of debt and borrowing – what to watch for and how those concepts apply to paying for an education This isan informational seminar. There is no cost or obligation. American Century is not affiliated with 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2025 Ameriprise Financial, Inc. All rights reserved.