Upcoming events

Investing Wisdom- Structured Products

EDT

ArkWise Wealth, 908 E Jefferson St, Suite 201, Charlottesville, VA 22902

You must RSVP to receive access credentials for this event or seminar

Joseph Rowan, Regional VP, Retirement Plans Consultant, WMS and Cameron Daly, Structured Products and Alternative Investments Consultant, WMS

ArkWise Wealth

The wide variety of structured products enable investors to participate in the markets while offering different degrees of downside risk mitigation and upside potential.

Join us in learning how to get upward movement of an index like the S&P 500 but lower the risk of loss.

To reserve a spot: call us at 434.296.6611 or email us at amelia.jones@ampf.com

Structured products are complex products that involve investment and other substantial risks compared to traditional investments and may not be appropriate for all investors. Investors should consider the investment objectives, risks, charges and expenses of the structured product carefully before investing. The prospectus and term sheet contain this and other important information about the product. Clients should read the prospectus and term sheet carefully before investing.

Diversification does not assure a profit or protect against loss. Structured products are distributed by Ameriprise Financial, but are issued by third party sponsors. Structured products may or may not be federally or FDIC-insured, deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

The S&P 500 Index is a basket of 500 stocks that are considered to be widely held. It is not possible to invest in an index.

2022 SEMINAR SERIES: Raising Financially Savvy Kids

EDT

Seminar1!

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Janet Koh, Director-Advisor Advancement Institute, MainStay - New York Life Investments

ArkWise Wealth

We’ve all heard the phrase ‘Money doesn’t grow on trees’, - this is a concept that is best taught at a young age. Please join us for an educational webinar where Janet Koh will talk about why it’s important to talk to our children about money, and how to have those conversations with our kids. She’ll also share some ideas on how to get your kids involved in saving, budgeting, and even investing later on.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2494 614 8819#

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.

For more information: call us at 434.296.6611 or email us at amelia.jones@ampf.com

This is an informational seminar. There is nocost or obligation.

MainStay - New York Life Investments and itsrepresentatives are not affiliated with Ameriprise Financial.

Investment products are not insured by theFDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any

financial institution and involve investmentrisks including possible loss of principal and fluctuation in value.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rightsreserved.

4370435ACMR0322

Protecting your Data: Aware and Prepared

EDT

ArkWise Wealth, 908 E Jefferson St, Suite 201, Charlottesville, VA 22902

You must RSVP to receive access credentials for this event or seminar

John Cinella, Associate Managing Director - MFS

ArkWise Wealth

Have you received a text message from someone you don't know with a link to follow? Cyber security threats have been popping up everywhere, it’s hard not to worry about how to protect ourselves.

Join us to learn:

·Signs of Identity Theft and Fraud

· Ways to protect your personal information
To reserve a spot: call us at 434.296.6611 or email us at amelia.jones@ampf.com

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

MFS and their 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.

© 2022 Ameriprise Financial, Inc. All rights reserved.

2022 SEMINAR SERIES: Calm, Cool and Invested

EDT

Seminar1!

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Reggie Berg, Director, MFS Investments

ArkWise Wealth

No matter where you are in life, having a financial strategy is key. Investing your money today, could give it more opportunity to grow tomorrow. Join Reggie Berg, Director with MFS, for this webinar where he’ll discuss the importance of investing and why we should create a plan and stick with it, even when our emotions sometimes tell us to do otherwise.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 589 1766#

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.

For more information: call us at 434.296.6611 or email us at amelia.jones@ampf.com

This is an informational seminar. There is no cost or obligation. MFS and its representatives are 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

Money Talks- An Interactive Personal Finance Workshop

EDT

ArkWise Wealth, 908 E Jefferson St, Suite 201, Charlottesville, VA 22902

You must RSVP to receive access credentials for this event or seminar

Charlie Mas, Financial Advisor

ArkWise Wealth

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

Money Talks is ideal for people age 16 to 99! This event is open to anyone in the community, so please invite friends, family & neighbors.

To reserve a spot: call us at 434.296.6611 or email us at amelia.jones@ampf.com

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. © 2021 Ameriprise Financial, LLC. All Rights Reserved.

Client and Community Appreciation Event

EDT

Potter's Craft Cider, 1350 Arrowhead Rd, Charlottesville, VA 22903

ArkWise Wealth

We will be hosting an indoor/outdoor family-friendly open house! Drop in anytime to enjoy food, cider, friendship, and live music.

RSVP and bring a friend for a great evening!

To reserve a spot: call us at 434.296.6611 or email us at amelia.jones@ampf.com

2022 SEMINAR SERIES: Making Cash Count

EDT

Seminar1!

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Izabella Goldenberg, CFA, Goldman Sachs

ArkWise Wealth

The cash you hold in your investment portfolio is like the water in your diet: an important foundation, but not enough to sustain you over long periods. It’s healthier to eat a balanced diet. Similarly, it’s important to have a balanced set of investments. Join us for this educational webinar where Izabella will talk about making your cash count, the hidden costs of cash, and some things to consider instead.

Please call: 1-844-621-3956

Meeting Number (Access Code): 146 339 4348#

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.

For more information: call us at 434.296.6611 or email us at amelia.jones@ampf.com

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

Goldman Sachs and its representatives are 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

2022 SEMINAR SERIES: Talking to Your Children – Building a plan for a healthy financial future

EDT

Seminar1!

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Erica Kay, Manager of US Wholesale Marketing, Delaware Funds by Macquarie

ArkWise Wealth

During this complimentary session, you’ll learn:

· The basics of budgeting

· Credit scores and cards

· Paying for college

· Life after college

Please call: 1-844-621-3956 Meeting Number (Access Code): 2487 601 3016#

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.

For more information: call us at 434.296.6611 or email us at amelia.jones@ampf.com

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

Delaware Funds by Macquarie and its representatives are 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Virtual Client Appreciation Event

EDT

You must RSVP to receive access credentials for this event or seminar

Brennan Schmidt, Wholly Schmidt Sourdough

ArkWise Wealth

The most important part of any sourdough is the starter. That’s where the magic happens, and the right starter will keep you baking delicious loaves for years to come.

Join us in the journey of baking your very own sourdough bread from start to finish!

To reserve a spot: call us at 434.296.6611 or email us at amelia.jones@ampf.com

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 of FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All Rights Reserved.

2022 SEMINAR SERIES: The Family Love Letter

EST

Seminar1!

Join this event online

Karen Drancik, Senior VP, Neuberger Berman

ArkWise Wealth

Karen Drancik will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, while creating an effective plan for a sound future for your loved ones. You will learn the answers to the following questions and more, by attending this event:

· What do you have today?

· Where is it located?

· Who do you contact?

Please call: 1-844-621-3956 Meeting Number (Access Code): 2497 622 4687#

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.

For more information: call us at 434.296.6611 or email us at amelia.jones@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Past events

Market and Economic Perspectives Update: Macro Snapshot

EDT

MarketUpdate1!

Join this event online

John Tousley, Managing Director, Strategic Advisory Solutions - Goldman Sachs

ArkWise Wealth

Please join us for a timely economic and market update with John Tousley, Managing Director, Strategic Advisor Solutions, with Goldman Sachs. John heads the Global Market Strategy team at Goldman Sachs focusing on global capital market insight, macro strategy, and implementation.

Please call: 1-844-621-3956 Meeting Number (Access Code): 2489 096 3403#

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

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Money Talks- An Interactive Personal Finance Workshop

EDT

ArkWise Wealth, 908 E Jefferson St, Suite 201, Charlottesville, VA 22902

You must RSVP to receive access credentials for this event or seminar

Charlie Mas, Financial Advisor

ArkWise Wealth

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

Money Talks is ideal for people age 16 to 99! This event is open to anyone in the community, so please invite friends, family & neighbors.

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. © 2021 Ameriprise Financial, LLC. All Rights Reserved

2022 SEMINAR SERIES: Understanding Medicare A to D

EDT

Seminar1!

Join this event online

Jeff Nymark, CIMA and Minnesota Sales Director, First Eagle Funds

ArkWise Wealth

Let’s talk Medicare. Join Jeff Nymark for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage: Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 700 3833#

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

First Eagle Funds and its representatives are 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

4370435ACMR0322

Doing Good & Doing Well

EDT

Blue Ridge Area Food Bank, 1207 Harris Street, Charlottesville, VA 22903

ArkWise Wealth

Please join us in serving at the Blue Ridge Area Food Bank. We will have the opportunity to learn about the needs of our community and the role our work plays in fighting hunger at the local level.

There is no cost or obligation for this event. Blue Ridge Area Food Bank is not Affiliated with Ameriprise Financial.

2022 SEMINAR SERIES: 7 Essentials of ESG Investing

EDT

Seminar1!

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Meera Pandit, Vice President, Global Market Strategist - JP Morgan

ArkWise Wealth

Join us for an educational webinar about ESG investing. Environmental, Social & Governance considerations are affecting consumer preferences and public attitudes. Policymakers are setting environmental and social goals -for some companies, this may be a headwind… but it also creates significant opportunities for those at the forefront of change. Learn how ESG is affecting the investment landscape and is changing the nature of investment flows.

Dial-in: 1-844-621-3956

Meeting Number (Access Code): 2486 027 1331

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

JP Morgan and its representatives are bit affiliated with Ameriprise Financial, Inc.

Not Federally Insured

No Financial Institution Guarantee

May Lose Value

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.