Upcoming events

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.

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, but we will NOT be having snacks and social time.

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

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.

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

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

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.

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."

Lunch provided for the first 40 participants and their guest to register and join us for presentations on continued health -- financial and physical!

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

For Audio, Dial in Toll-free: 1 (877) 877-7132

Passcode: 5163 069#

For video click here

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.

Money Talks: Creating Your "Retirement Paycheck"

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

STRATEGIES TO HELP YOU LIVE THE LIFE YOU'VE EARNED

During this complimentary session, you'll learn to:

  • Determine how much income you’ll need in retirement
  • Identify income sources you can combine to create your “retirement paycheck”
  • Help make your savings last

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.

For Audio, Dial-In toll free: 1 (888) 490-6954

Enter Passcode: 5492 839#

For Video, Click here

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.

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

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.

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