Q2 Columbia Market & Economic Update + Meet the Team - CANCELLED Date: Thursday, July 23, 2026 Time: 5:00 PM - 8:00 PM EDT Location: The Vista Room at the Blue Marlin, 1200 Lincoln St , Columbia , SC 29201 Presented By: Sam Head and Karyn Cavanaugh, Private Wealth Advisor and Financial Advisor - Carolinas Wealth Management Hosted By: Carolinas Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for our Q2 Market and Economic Update for an evening of great food, drinks, and insightful conversation. Connect with our team, get to know our team members, and gain valuable perspectives on the latest economic and market trends. This event has been cancelled. For more information call us at 800.948.2706 or email us at carolinaswealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google 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. © 2026 Ameriprise Financial, Inc. All rights reserved. 8986270ACMR0626
Q2 Seneca Market & Economic Update Luncheon Date: Tuesday, August 18, 2026 Time: 11:30 AM - 12:30 PM EDT Location: The Keowee Key Club, 1 Country Club Drive, Salem, SC 29676 Presented By: Sam Head CEP®, APMA®, CRPC™, Private Wealth Advisor Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Q2 Market & Economic Update Luncheon To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Q2 Myrtle Beach Market & Economic Update Luncheon Date: Tuesday, September 1, 2026 Time: 11:30 AM - 12:30 PM EDT Location: The Dunes Golf & Beach Club, 9000 N. Ocean Blvd., Myrtle Beach, SC 29572 Presented By: David Monckton CFP®, APMA®, Financial Advisor Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Q2 Myrtle Beach Market & Economic Update Luncheon To reserve a spot: call us at 843.497.8505 or email us at kelly.cooper@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Myrtle Beach Veteran's Day Appreciation Event Date: Tuesday, November 10, 2026 Time: 6:00 PM - 8:00 PM EST Location: The Dune's Club, 9000 N Ocean Blvd, Myrtle Beach, SC 29572 Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for our Myrtle Beach Veteran's Day Appreciation Event honoring all who served To reserve a spot: call us at 843.497.8505 or email us at Kelly.Cooper@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Seneca Veteran's Day Appreciation Event Date: Friday, November 13, 2026 Time: 6:00 PM - 8:00 PM EST Location: The Keowee Key Club, 1 Country Club Drive, Salem, SC 29676 Hosted By: Carolinas Wealth Management Join us for our Seneca Veteran's Day Appreciation Event honoring all who served. To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Seneca Christmas Party Date: Tuesday, December 8, 2026 Time: 6:00 PM - 8:00 PM EST Location: Vangeli’s Bistro, 119 RAM CAT ALLEY, Seneca, SC 29678 Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC You Are Invited to our Seneca Christmas Party! Music | Food | Drinks To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar There is no cost or obligation. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Columbia Christmas Party Date: Wednesday, December 9, 2026 Time: 6:00 PM - 8:30 PM EST Location: Terra, 100 State Street, West Columbia, SC 29169 Hosted By: Sam Head CEP®, APMA®, CRPC™ Private Wealth Advisor and Certified Estate Planner™ at Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us for our annual Columbia Christmas Party! Drinks & Dinner To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar There is no cost or obligation. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Myrtle Beach Christmas Party Date: Thursday, December 10, 2026 Time: 6:00 PM - 8:30 PM EST Location: Pine Lakes Country Club, 5603 Granddaddy Drive, Myrtle Beach, SC 29577 Hosted By: David Monckton CFP®, APMA® Financial Advisor at Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us for our annual Myrtle Beach Christmas Party! Dinner & Drinks To reserve a spot: call us at 843.497.8505 or email us at Kelly.Cooper@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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar There is no cost or obligation. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Q1-Myrtle Beach Market & Economic Update Luncheon Date: Tuesday, June 2, 2026 Time: 11:30 AM - 12:30 PM EDT Location: The Dunes Golf & Beach Club, 9000 N. Ocean Blvd., Myrtle Beach, SC 29572 Presented By: David Monckton CFP®, APMA®, Financial Advisor Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Q1-Myrtle Beach Market & Economic Update Luncheon 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Guarding Against Digital Fraud: Share the Knowledge Date: Thursday, March 19, 2026 Time: 11:30 AM - 1:00 PM EDT Location: The Club at Keowee Key, 1 Country Club Drive, Salem, SC 29676 Presented By: Sam Head CEP®, APMA®, CRPC™, Private Wealth Advisor Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Leveraging Technology While Protecting Yourself in the Digital World Learn More About: • How Ameriprise helps protect your information • Online security guarantee • Working together online and on the go • Protecting yourself online • Recognizing common types of fraud and scams Join us for good company and a delicious meal -while learning how to stay protected and stay updated in today’s digital world! THIS EVENT IS AT THE CLUB AT KEOWEE KEY This is an informational seminar. There is no cost or obligation. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. Legal File 8667207 ACMR1225