Upcoming events

Navigating the college process in the new COVID-19 world

  • Chris Wills and Cozy Witman
  • ArkWise Wealth, A private wealth advisory practice of Amerprise Financial Services, LLC
  • College Inside Track

Campus visits are canceled, ACT test dates are postponed and more changes every day. How does a family conduct a search and choose a college in this new environment?

Join us to learn up-to-date info on topics such as:

What can I do if the college has canceled all tours? How do we navigate ACT/SAT prep timelines with newly canceled dates? What are ways I can reduce the cost of college? If you are the parent of a HS student, this is incredibly important info you will not want to miss.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 597 733 105 Password: Welcome2

For more information: call us at 434.296.6611 or email us at Kimberlee.A.Barrett-Johnson@ampf.com

This seminar is sponsored by College Inside Track.

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

College Inside Track is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 AmeripriseFinancial, Inc. All rights reserved.

Wisdom for Life: Women, Wealth & Wellness

  • Kimberlee Barrett-Johnson, CFP®, CDFA®CKA®, Private Wealth Advisor
  • ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial, LLC

"Knowledge is power - financial strategies for women."

Join us for lunch, prizes, and presentations for continued health -- financial and physical!

Also Featuring: Dawn Carter, Cancer Survivor The "I" in Triathlete honors the "U" in Survivor

To reserve a spot: call us at 434.296.6611 or email us at Michele.McCormack@ampf.com

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, LLC. All Rights Reserved.

Tax Strategies for the Current Landscape

  • Andy Brown, Sr .Wealth Management Specialist - Putnam Investments
  • ArkWiseWealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Anne Kinsman, Sr. Regional Advisor Consultant of Putnam Investments

The presentation will focus on:

Understanding the current landscape, planning considerations and strategies

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 598 512 654 Password: Welcome2

For more information: call us at 434.296.6611 or email us at Michele.McCormack@ampf.com

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.
Sponsored by Putnam Investments.
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 of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Why a Roth IRA, Why Now? Valuable tips to help you reach your goals

  • Keith Matthews, Regional Vice President Retirement Plan Consultant - Wealth Management Solutions, Ameriprise Financial
  • ArkWise Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Cut through the clutter and decide if a Roth IRA conversion is right for you.

  • Understand the value of balancing taxable income with tax-free income in retirement.
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls.
  • Find out which factors to consider before choosing a Roth conversion.

Join us to see if this strategy can work for you!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 599 903 621 Password: Welcome2

For more information: call us at 434.296.6611 or email us at Kimberlee.A.Barrett-Johnson@ampf.com

This is an informational seminar. There is no cost or obligation.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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved

The 2020 Elections and the Future of American Politics

  • Susan Olson, Vice President-Government Relations, Natxis
  • ArkWise Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Eric Foster, Managing Director, Natixis

This complimentary presentation will focus on:

The Democrats and The Republicans,

The wild card and the future of the Democrats and Republicans

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 591 661 096 Password: Welcome2

For more information: call us at 434.296.6611 or email us at Kimberlee.A.Barrett-Johnson@ampf.com

This seminar is sponsored by Natixis.

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

Natixis and its representatives are not affiliated with AmeripriseFinancial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Social Security – Get What’s Yours

  • Kevin Hansen, Director – Business Development, Retirement Solutions at Principal Funds
  • ArkWise Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Tim Duellman, Senior Director at Principal Funds

The presentation will focus on these areas:

  • Social Security essentials
  • Benefits and options
  • Strategies to consider

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 590 811 921 Password: Welcome2

For more information: call us at 434.296.6611 or email us at Kimberlee.A.Barrett-Johnson@ampf.com

This seminar is sponsored by Principal Funds.

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

Principal Funds is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Past events

ArkWise Wealth Webinar: Planning for Life’s Big Moments

  • Stefanie Azzarelli, Vice President - Institutional Insurance - Fidelity Investments
  • ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Bill Rothschild, Regional Director Fidelity Investments

We invite you to an educational conference call and online webex seminar event,

Monday, June 29, 2020, 1 pm – 2 pm EST

You’ve provided for yourself and likely others, too — now it’s important to have a peace of mind with a plan in place to be prepared for both dreams and detours alike. Learn how to handle changes in relationships, unplanned retirement, changes in health, and leaving a legacy.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 592 455 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This seminar is sponsored by Fidelity Investments.

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

Fidelity Investments is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

2959634ACMR0220

Money Talks: Interactive Personal Finance Workshop

  • Charlie Mas, Financial Advisor - ArkWise Wealth
  • ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

This engaging workshop is designed for those beginning their financial journey or anyone desiring a refresher course to build toward a solid financial future.

This complimentary session will:

  • Cover essentials of budgeting, managing debt and credit, investing and saving,
  • Provide actionable tips that can help you develop good financial habits for the future
  • Answer your questions

Please call: 1 (888) 771-4385 Conference Code: 9007 186#

Click this live link to login to the WebEx presentation. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details.

This is an informational event. There is no cost or obligation.Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2020 Ameriprise Financial, LLC. All Rights Reserved. 2865633ACMR1219

Doing Good and Doing Well

  • ArkWise Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Dear Clients and Friends,

Please come volunteer with the ArkWise Wealth Team! We'll work from 2:00-4:00 while learning about the needs of our community and the impact of our work.

There is no cost or obligation for this event. Blue Ridge Area Food Bank is not affiliated with Ameriprise.Ameriprise Financial Services, LLC, Member FINRA and SIPC.© 2020 Ameriprise Financial, Inc. All Rights Reserved.

Investing Wisdom: What's Happening Now

  • David Barrett - Johnson , Financial Advisor - Ameriprise Financial
  • ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • ArkWise Wealth

Bring your questions and join us for an engaging seminar!

  • How should we handle the current market volatility?
  • What impact does the stimulus bill have?
  • What are steps we can take to protect ourselves?
  • When can we expect to start to see market stability?

Please call: 1 (888) 771-4385 Conference Code: 6922 110#

Click this live link to login to the WebEx presentation. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details.

Thank you in advance for entering your name and email address to attend.

This is an informational event. There is no cost or obligation to attend. ArkWise Wealth is located at 908 E Jefferson St., Ste 201, Charlottesville, VA 22902. 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. ? Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States,which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise Financial Services, LLC., Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc., All rights reserved. 3036341ACMR0520

Webinar Series 2020 - The Financially Confident Woman

  • Kara Sherman, District Vice President - Annuities - RiverSource Annuities
  • Barrett-Johnson & Associates a private wealth advisory of Ameriprise Financial, Inc.
  • Josh Liebelt

You’ve provided for yourself and likely others, too — now it’s important to make sure you’ve taken the right steps to live confidently in retirement. Learn how to:

  • Help make your money last throughout your retirement
  • Maintain your same lifestyle in retirement
  • Prepare for the impact of unexpected events
  • Create a legacy for those you love or causes you care about

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the WebEx slide presentation.

Meeting number: 590 772 555 Password: Welcome2

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

This seminar is sponsored by RiverSource Annuities.

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

Before you purchase a life insurance policy or annuity contract, be sure to ask your financial advisor to explain the features, benefits, risks and fees, and whether the product

is appropriate for you based upon your financial situation and objectives.

The Ameriprise Financial Services, Inc. insurance agency license number is ‘CA License #0684538’.

RiverSource Distributors, Inc. (Distributor), Member FINRA. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

2824990ACMR1119