Upcoming events

Time with Ted

  • William F. "Ted" Truscott, Chief Executive Officer - Columbia Threadneedle Investments
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a virtual event with William F. ‘Ted’ Truscott, Chief Executive Officer of Columbia Threadneedle Investments!

Ted will share his thoughts on the current state of the economy, cryptocurrency, and what’s around the corner as we ‘return to normal’.

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 is an affiliate of Ameriprise Financial Inc. Not FDIC Insured. No Bank Guarantee. May Lose Value.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

©2021 Ameriprise Financial, Inc. All rights reserved. 3533665ACMR0421

The Hidden Costs of Aging: Important Conversations You Need to Have About Care and Housing Expenses

  • Tom Antonovich and Timothy Nichols, Vice Presidents, Senior Advisor Consultants - Franklin Templeton
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial, LLC

Join us for a WebEx event where we’ll talkabout how to better understand planning for an unexpected event as you age,including what options you have as you get older. We know how uncomfortable it canbe to talk about health problems associated with aging. But this topic is tooimportant to ignore. In this WebEx we’ll discuss:

-The Profile of Aging

-Care and Housing Considerations

-Formulating a Plan

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.

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved. 3515809ACMR0421

National Day of Service

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

Come spend the day making a difference in our community. Please join us for the National Day of Service.

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

Monthly Market Roundup

  • Liz Young, CFA®, Director of Marketing Strategy - BNY Mellon Investment Management
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for an economic and market update with Liz Young, Director of Marketing Strategy, with BNY Mellon Investment Management.

Liz works directly with BNY Mellon’s Chief Economist to formulate and deliver market updates. She focuses on educating investors on current macroeconomic themes and their effects on capital markets.

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. BNY Mellon Investment Management 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. © 2021 Ameriprise Financial, Inc. All rights reserved. 3515809ACMR0421

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.

Your Prosperity Picture

  • Lisa Kueng, Director of Creative Campaigns - Invesco
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

A 5-Step System Designed to Help Manage your Money, Design your Life & Create your Future

The presentation will focus on ways to:

-Create the vision

-Know where you are

-Design your plan

-Make it happen

-Enjoy the journey

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. Invesco 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. © 2021 Ameriprise Financial, Inc. All rights reserved. 3515809ACMR0421

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

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.

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.

Talking With Your Spouse - Creating Financial Harmony

  • EDT
  • 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

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.

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.

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.

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.