Upcoming events

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

EDT

Seminar1!

Join this event online

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 plan to call the toll-free number to hear the speaker OR 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: 1-844-621-3956 Meeting Number (Access Code): 2487 601 3016#

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.

Doing Good and 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.

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

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

Investing Wisdom- Timeless Truths for Investing

EST

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

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

Jason Myhre, Director of Advocacy with Eventide Asset Management

ArkWise Wealth

"Employ a system that forces you to buy low." Every investor wants to buy low and sell high. But how?! There is an investment strategy that has an extraordinary performance record - without perfect knowledge of the future or insider information. What is it?!

Join us to explore this timeless truth - and four others - in our pursuit of investing wisdom.

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. Eventide Asset Management 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.

2022 SEMINAR SERIES: The Family Love Letter

EST

Seminar1!

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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 plan to call the toll-free number to hear the speaker OR 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: 1-844-621-3956 Meeting Number (Access Code): 2497 622 4687#

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.

Yuletide Ladies' Luncheon

EST

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

ArkWise Wealth

The holiday season is always hectic. Please join us for a time to slow down and enjoy great food with friends at a beautiful location.

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

There is no cost or obligation.

Past events

United Way Day of Caring

EDT

Botanical Garden of the Piedmont , 950 Melbourne Rd, Charlottesville, VA 22906

ArkWise Wealth

Please join us in serving our community! We will gather for the United Way Day of Caring kick-off event, and then serve together at the Botanical Garden of the Piedmont.

There is no cost or obligation

2022 SEMINAR SERIES: Making Cash Count

EDT

Seminar1!

Join this event online

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 plan to call the toll-free number to hear the speaker OR 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: 1-844-621-3956

Meeting Number (Access Code): 146 339 4348#

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.

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!

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: Calm, Cool and Invested

EDT

Seminar1!

Join this event online

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.

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.

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