Upcoming events

A guide to teaching financial responsibility

CDT

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Rob Marshall, Private Wealth Advisor - Ameriprise Financial

Ascendant Wealth Management Group

By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:

  • Why it's important to raise financially responsible children
  • Financial basics to share with your children during key ages
  • How the examples you set and the habits your children create have lasting implications on the entire family

For more information: email us at ascendant@ampf.com

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.

From SIMPLE to Sophisticated: Small Business Retirement Plans

CDT

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Randy Her, Private Wealth Advisor - Ameriprise

Ascendant Wealth Management Group

Businesses grow and change. Your retirement plan needs to be flexible. During this complimentary seminar, we’ll cover these topics:
  • Employer-sponsored plans, including IRA-based and qualified retirement plans
  • Determining which plan may be right for you
For more information: email us at ascendant@ampf.com
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.

College resources and paying for college

CDT

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Cierra Walding, Private Wealth Advisor - Ameriprise Financial

Ascendant Wealth Management Group

During this complimentary session you'll learn more about:
  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student's college and major selection can play into their financial situation
To reserve a spot: email us at ascendant@ampf.com
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.

Investing for the life you've earned - today and tomorrow

CDT

Join this event online

Rob Marshall, Private Wealth Advisor - Ameriprise Financial

Ascendant Wealth Management Group

Are your investments working hard enough for you? During this complimentary session, you’ll learn about:
  • Seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break financial planning into manageable and actionable steps
For more information: email us at ascendant@ampf.com
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.