Upcoming events

Who Will Inherit the Mess?

EST

The Center at Belvedere, 540 Belvedere Boulevard , Charlottesville, VA 22901

Kimberlee Barrett-Johnson, Private Wealth Advisor with ArkWise Wealth

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

No one wants to leave a mess for their heirs. So why does it happen so often? It often doesn't feel urgent in our busy lives.

Join us for an interactive seminar that highlights the importance of an estate plan, your will and trust preparation, and practical next steps to take so that you're well-equipped for whatever may come your way.

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

This is an informational event. There is no cost or obligation.

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

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

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.

8182872ACMR0725

AI: The Opportunity is Anything but Artificial

EST

Join this event online

Brian Dunlap, CIMA®, CBDA®, Director & Lead Product Strategist - Blackrock

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

Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made.

This educational session is designed to help participants:

• Understand what artificial intelligence is and why it has gained momentum
• Explore real-world applications of AI across industries
• Gain perspective on where AI may be headed and key considerations moving forward

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here .By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

This is an informational seminar. There is no cost or obligation.

Blackrock and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved. 8674769ACMR1225

Blue Ridge Area Food Bank Service Event

EST

Blue Ridge Area Food Bank, 1207 Harris St, Charlottesville, VA 22903

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

ArkWise Wealth is sorting food donations at the Blue Ridge Area Food Bank on Friday, February 20th from 1:30-3:30pm, and we wanted to extend the invitation to our clients and community members to join us. Please note that space is limited to eight volunteers, standing and sorting food items as a team.

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

There is no cost or obligation for this event. Blue Ridge Area Food Bank is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member of FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All Rights Reserved. 8480985ACMR1025

The Power of Social Security: 3 Things You Need to Know

EDT

Join this event online

Presented by Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price

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

The Silver Tsunami is coming.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

▪ Debunk common misconceptions about Social Security

▪ Drill down on benefits

▪ Provide actionable next steps for thoughtful retirement income strategies

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

This is an informational seminar. There is no cost or obligation.

T. Rowe Price and their representatives are not affiliated with Ameriprise Financial, Inc.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

8674769ACMR1225

The Facts of Funeral Pre-Planning – Final Wishes

EDT

Join this event online

Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens

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

During this webinar, we will:

· Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones

· Explore common reasons why so many families plan in advance

· Review pre-planning versus pre-funding

· Discuss pros and cons of a funeral policy

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

This is an informational seminar. Thereis 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.

Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved. 8674927ACMR1225

Blue Ridge Area Food Bank Service Event

EDT

Blue Ridge Area Food Banke, 1207 Harris St., Charlottesville, VA 22903

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

ArkWise Wealth is sorting food donations at the Blue Ridge Area Food Bank on Friday, April 17th from 1:30-3:30pm, and we wanted to extend the invitation to our clients and community members to join us. Please note that space is limited to eight volunteers, standing and sorting food items as a team.

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

There is no cost or obligation for this event. Blue Ridge Area Food Bank is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member of FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All Rights Reserved. 8480985ACMR1025

Blue Ridge Area Food Bank Service Event

EDT

Blue Ridge Area Food Bank, 1207 Harris St., Charlottesville, VA 22903

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

ArkWise Wealth is sorting food donations at the Blue Ridge Area Food Bank on Friday, June 26th from 1:30-3:30pm, and we wanted to extend the invitation to our clients and community members to join us. Please note that space is limited to eight volunteers, standing and sorting food items as a team.

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

There is no cost or obligation for this event. Blue Ridge Area Food Bank is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member of FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All Rights Reserved. 8480985ACMR1025

Past events

Charlottesville Opera Presents: Ader Emerging Artist Art Song Recial

EDT

First United Methodist Church, 101 E Jefferson Street, Charlottesville, VA 22902

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

ArkWise Wealth

We are delighted to invite you to attend this year's Art Song Recital, featuring a variety of poetic, "Art Song" style pieces performed by up-and-coming vocal talent coached by Jeremy Thompson. After the recital, we kindly invite you to join us for light refreshments and an opportunity to meet and mingle with the performers as well as the Charlottesville Opera Board members and staff.

Third-party organizations are not affiliated with Ameriprise Financial, Inc. Logos used with permission.

Securities offered by Ameriprise Financial Services, LLC. Member of FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All Rights Reserved. 7917641ACMR0625