Upcoming events

Big Questions for a Bigger Retirement

CDT

Seminar1!

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Eric Magyar, Defined Contribution Specialist - Janus Henderson

Kimberlee Barrett-Johnson and the ArkWise Wealth Team

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

To reserve a spot: email us at ArkWiseWealth@ampf.com
RSVP Online

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.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Understanding Medicare A to D

CDT

Seminar1!

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Jeff Nymark, Senior VP - First Eagle Funds

Kimberlee Barrett-Johnson and the ArkWise Wealth Team

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

• Medicare basics

• Medicare coverage andcosts

• Medicare drug coverage:Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

To reserve a spot: email us at ArkWiseWealth@ampf.com
RSVP Online

This is an informational seminar. There is no cost orobligation.

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

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Growing LGBTQ Wealth

CDT

Seminar1!

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Erica Seremeta, CIMA®, Global Director of Diversity, Equity & Inclusion (DEI) Client Engagement - BlackRock

Kimberlee Barrett-Johnson and the ArkWise Wealth Team

In this presentation we’ll discusstrends, challenges, and unique statistics related to the LGBTQ+ community. Wewill also go over aspects of investing as well as actionable items you can takeaway to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

To reserve a spot: email us at ArkWiseWealth@ampf.com
RSVP Online

This is an informational seminar. There is no cost orobligation.

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

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6087283ACMR1123

Past events

Spring Clean your Finances

EDT

Seminar1!

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

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

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Hosted by: ArkWise Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC

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.

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

New York Life Investments/Main Stay and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123

Family Love Letter Seminar

EDT

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

Karen Drancik, Business Development Advisor and Senior Vice President - Neuberger Berman

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

Neuberger Berman and its representatives are not affiliated with Ameriprise Financial

AI Revolution

EST

Seminar1!

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Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes

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

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Hosted by: ArkWise Wealth

A private wealth advisory practice of Ameriprise Financial Services, LLC

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.

Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved.

Blue Ridge Area Food Bank Service Day

EST

1207 Harris St., Charlottesville, VA 22903

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

Join us as we volunteer at a local food bank for this day of service.

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

EST

Seminar1!

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Brian Briggs, Managing Director, Applied Insights - Hartford Funds

ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

  • Your age vs. your brain’s age
  • The importance of brain health
  • How to age-proof your brain

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.

Hartford Funds and its representative are notaffiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123