Upcoming events

Money Talks: An Interactive Personal Finance Workshop

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

Getting to Know the Basics

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.

Click this live link to join the online event.

To reserve a spot: call us at 434.296.6611 or email us at Amelia.Jones@ampf.com

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.

2021 SEMINAR SERIES: Get Invested. Your Goals Are Important Too.

  • EDT
  • Seminar1!
  • Join this event online
  • Lauren Byrne, Internal Division Manager, with Columbia Threadneedle Investments
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

Lauren Byrne, Internal Division Manager with Columbia Threadneedle Investments, will discuss investing and why it’s important for women to “get invested.” In this WebEx, you’ll learn some of the characteristics, challenges, and mindsets that are common among women, and discuss how they affect our financial lives. Learn about how everyone, not just women, have their own individual set of circumstances which inform our financial planning. We all have our own aspirations, priorities, and challenges and all approach investing differently.

To join the meeting, please call: 1-844-621-3956 Meeting Number (Access Code): 146 734 1575

Click this live link to join the WebEx

Please 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.

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.

Sponsored by Columbia Threadneedle Investments. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial Inc.

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.

Open House at Potter's Craft Cider

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

For those who wish to join us in-person, we are hosting an indoor/outdoor family-friendly open house!

Drop in anytime to enjoy BBQ, cider, friendship, and live music.

RSVP and bring a friend for a great evening!

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 products, including shares of mutual funds, 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.

Client Appreciation: Virtual Chocolate and Wine Pairing

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

For those who wish to join us virtually, we have an amazing evening of fine chocolate and wine! Tim Gearhart will guide a chocolate tasting of their award-winning chocolates, and Luca Paschina - who recently won his 5th Virginia Governor's Cup - will share their acclaimed Paxxito dessert wine pairing.

The chocolate and wine will be mailed to guests prior to the event.

RSVP to Amelia.Jones@ampf.com by August 13.

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 products, including shares of mutual funds, 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.

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 Amelia.Jones@ampf.com

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

2021 SEMINAR SERIES: Securing Your Retirement

  • EDT
  • Seminar1!
  • Join this event online
  • Michael Graci, Director of Advisor Insights - BlackRock
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

Michael Graci, Director of the Advisor Insights team for BlackRock, is a nationally recognized speaker.

Join this WebEx to learn more about the rules of retirement benefits and different collection strategies.

Click this live link to join the WebEx

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 376 2924

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.

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.

Sponsored by BlackRock. BlackRock and their representatives are not affiliated with Ameriprise Financial Inc.

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.

2021 SEMINAR SERIES: Essential Ingredients for Long-Term Investing

  • EDT
  • Seminar1!
  • Join this event online
  • Lindsay Ardis, Regional Manager - Lord Abbett
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for an educational WebEx with Lindsay Ardis, Regional Manager with Lord Abbett. During this complimentary session Lindsay will provide some perspective on what is happening in the markets as well as address five key investing concepts every investor should know about capital markets before investing, including:

· U.S. stocks

· Small cap stocks

· International stocks

· Bonds

· Diversification

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 422 3987

Click here to join the live WebEx

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.

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.

Lord Abbett and its 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.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investment strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations, and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

2021 SEMINAR SERIES: Responsibility Works

  • EST
  • Seminar1!
  • Join this event online
  • Mary Green, Vice President and Client Portfolio Manager - Federated Hermes
  • ArkWise Wealth - a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us to learn more about Environmental, Social, and Governance (ESG) investing. Mary Green, VP with Federated Hermes, will discuss how investors are increasingly applying these non-financial factors as part of their process to identify risk and growth opportunities.

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 442 0610

Click this live link to join the WebEx

lease call the toll-free number to hear the speaker and join the WebEx event 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.

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.

Sponsored by Federated Hermes. Federated Hermes and their representatives are not affiliated with Ameriprise Financial Inc.

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.

Past events

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

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 - 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.

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.

Monthly Market Roundup

  • Alicia Levine, PhD, Chief Strategist and Managing Director - 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 Alicia Levine, PhD, Chief Strategist and Managing Director at BNY Mellon Investment Management. Alicia is one of the firm’s most authoritative voices for market analysis and compelling investment outlook.

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. 3585738ACMR0421

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.

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

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