Upcoming events

Doing Good and Doing Well: Volunteer with us at Blue Ridge Area Food Bank

  • 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 PM while learning about the needs of our community and the impact of our work.

For more information: call us at 434.296.6611 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.

Talking With Your Spouse - Creating Financial Harmony

  • Seminar1!
  • Join this event online
  • Ajamu C. Loving, Ph.D., Advisor Education Consultant - Delaware Investments
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join our WebEx to hear Advisor Education Consultant for Delaware Investments, Ajamu C. Loving, Ph.D., share information on ways to speak with your spouse and align both your life, and wealth.

During this complimentary session, we’ll discuss:

-How to communicate about finances

-Setting personal and financial goals

-Ways to prepare for the unexpected

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

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

Delaware Investments and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved.

Investing Wisdom - Protect Yourself From Yourself

  • James Fisher, Regional Vice President - Columbia Threadneedle Investments
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services LLC

As investors, we are also humans. This means that even the most savvy of us are subject to cognitive biases and mental shortcuts that affect our decision-making. James Fisher will help us identify these cognitive obstacles and equip us to protect ourselves from some of the human behaviors that can detract from our success as investors.

Please join us via WebEx, and invite a friend to this virtual educational event.

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

This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies and is affiliated with Ameriprise Financial.

Investing Wisdom - How to Cover Extended & Long-Term Care Costs

  • Timothy McClurg, Senior Vice President - RiverSource Insurance
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

Will potential long-term or chronic care needs impact your lifestyle in retirement?

This presentation will help you:

~ Identify potential long-term and chronic care needs
~ Understand how these needs could affect your lifestyle
~ Protect yourself financially from long-term or chronic care expenses

Please join us via WebEx, and invite a friend to this virtual educational event.

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

This is an informational seminar. There is no cost or obligation. This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. 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, LLC.

Investing Wisdom - The Family Love Letter

  • Karen Drancik, Senior Vice President - Neuberger Berman
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

The Family Love Letter seminar is designed to foster sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind. Crafting your own personalized Family Love Letter will help you make thoughtful choices and feel prepared while preventing rash decisions and mistakes during a time of grief and confusion.

Please RSVP and join us virtually for a discussion on how to give this gift to your family. You are welcome to invite a friend!

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

This is an informational seminar. There is no cost or obligation. Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.

Past events

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • Seminar1!
  • Join this event online
  • Taylor Pluss, Retirement Director, Defined Contributions and Wealth Advisor Services - Janus Henderson Investors
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

This seminar assists financial professionals and their clients in building successful wealth transfer strategies by highlighting two well-known estate battles.

Topics Include:

-Utilizing a document location system

-Rationalizing amounts, timing and structures

-Managing estate taxes

-Preparing and educating heirs

-Appointing the right agents, executors and trustees

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.
© 2021 Ameriprise Financial, Inc. All rights reserved.

Wisdom For Life - Women, Wealth & Wellness

  • Brittany Fan, Photographer, Painter, Designer
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial, LLC

Images and words have the power to inspire us. They can lift us to courageous and compassionate action. Charlottesville-based artist and designer Brittany Fan will share creative ways to connect words and images through hand lettering.

Ladies, please plan to join us and bring a friend for this virtual lunch event! We will provide you and your guest with your choice of lunch (via GrubHub) and materials to create something beautiful!

Click this live link to join the event.

There is no cost or obligation for this event.

Doing Good and Doing Well: Volunteer with us at Blue Ridge Area Food Bank

  • ArkWise Wealth

Please come volunteer with the ArkWise Wealth Team! We'll work from 2:00-4:00 pm 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.

The Times They Are a Changin’ - But Are They?

  • Seminar1!
  • Join this event online
  • John Diehl, Senior VP - Applied Insights, Hartford Funds
  • ArkWise Wealth

Bob Dylan’s anthem, “The Times, They AreA-Changin’,” seems just as fitting today as it was in 1964. But are the issues we’re facing today really that unprecedented?

Join us to learn:

  • Historical perspective of past turmoil we’ve overcome
  • How to manage today’s challenges
  • Strategies to prepare for future uncertainty

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

Hartford Funds and their representatives are not affiliated with Ameriprise Financial, LLC.

Ameriprise Financial, LLC. 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.

© 2021 Ameriprise Financial, Inc. All rights reserved.

Doing Good and Doing Well: Volunteer with us at Blue Ridge Area Food Bank

  • 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 PM while learning about the needs of our community and the impact of our work.

RSVP: Michele.McCormack@ampf.com or 434.296.6611

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.