Upcoming Events

Baseball

  • Blue Cardinal Wealth Solutions, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for a day at the ballpark! We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game from our reserved seats.

This event is full. For more information call us at 704.916.6898 or email us at karen.trounson@ampf.com

Past Events

Preparing for Social Security

  • Karen Ireland, Business Development Consultant - MFS Investment Management
  • Ameriprise Financial, Charlotte Branch Office
  • MFS Investments

This presentation will focus on:

- How retirement benefits are calculated

- Benefits for married couples and divorcees

- Advanced claiming strategies for married couples

- Taxes and your retirement plan

To reserve a spot: call us at 704.916.6898 or email us at karen.trounson@ampf.com

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

MFS Management and its representatives are not affiliated with Ameriprise Financial. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment advisor. Office is located at 13830 Ballantyne Corporate Place, Suite 200, Charlotte, NC 28277. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

(C) 2018 Ameriprise Financial, Inc. All rights reserved.

Health, wealth and a confident retirement

  • Mitchell Hodgkiss, Private Wealth Advisor, Managing Director - Ameriprise Financial Services, Inc.
  • Ameriprise Financial Services, Inc.

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: call us at 704.916.6898 or email us at karen.trounson@ampf.com
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.

Market review and outlook

  • Nicole Stiles, Regional Vice President, Asset Management - Columbia Threadneedle Investments
  • Ameriprise Financial Services, Inc., Charlotte Branch Office
  • Columbia Management Investment Advisors, LLC

Perspectives from Columbia Threadneedle Investments

The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we’ll explore today’s financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economic recovery along with thoughts on building an investment portfolio for today and tomorrow.

This event is full. For more information call us at 704.916.6898 or email us at karen.trounson@ampf.com

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

This seminar is sponsored by Columbia Management Investment Advisors, LLC. This is an informational seminar. There is no cost or obligation.

Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. Columbia Management is a subsidiary of Ameriprise Financial, Inc.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a free prospectus or a summary prospectus, which contains this and other important information about the funds, visit columbiathreadneedle.com/us. Read the prospectus carefully before investing.

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, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

Market review and outlook

  • Nicole Stiles, Regional Vice President - Columbia Threadneedle
  • Ameriprise Charlotte branch office
  • Columbia Management Investment Advisors, LLC

Perspectives from Columbia Threadneedle Investments

The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we'll explore today's financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economic recovery along with thoughts on building an investment portfolio for today and tomorrow.

This event is full. For more information call us at 704.541.9292

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. This seminar is sponsored by Columbia Management Investment Advisors, LLC. This is an informational seminar. There is no cost or obligation. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisors, LLC. Columbia Management is a subsidiary of Ameriprise Financial, Inc.

Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a free prospectus or a summary prospectus, which contains this and other important information about the funds, visit columbiathreadneedle.com/us. Read the prospectus carefully before investing. 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.

Sippin' with SANTA Open House!

  • Blue Cardinal Wealth Solutions, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Delaware Funds, Eventide Funds, and Putnam Investments

Santa Claus is coming to town! Skip the lines at the mall and bring your kids to visit with Santa. Don't forget to bring your camera! Come enjoy drinks, finger foods, and lots of holiday cheer!

This event is full. For more information call us at 704.916.6898 or email us at karen.trounson@ampf.com

There is no cost or obligation for this event. Delaware Funds, Eventide Funds and Putnam Investments and their representatives are not affiliated with Ameriprise.