Past Events

Sippin' with SANTA Open House!

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

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!

Delaware Funds, Eventide Funds, and Putnam Investments

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

Women's Event

Candice Tse, Vice President, Senior Marketing Strategist - Goldman Sachs

Charlotte Branch Office of Ameriprise Financial

Join us for an exclusive women's event. We look forward to seeing you there!

Heather Johnson with Goldman Sachs

Health, wealth and a confident retirement

Mitchell Hodgkiss, Financial Advisor - Ameriprise Financial Services, Inc.

Charlotte Branch Office of 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.

Preparing for Retirement: Social Security

Karen Ireland, Business Development Consultant - MFS

Ameriprise Financial, Charlotte Branch Office

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

MFS Investment Management

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

MFS Investment 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 adviser. Office is located at 13830 Ballantyne Corporate Pl, Ste 200, Charlotte, NC 28277. Ameriprise Financial Services, Inc. Member FINRA and SIPC.

Knowledge is power - financial strategies for women

Melissa Saleeby, CRPC, Financial Advisor, Associate Vice President - Ameriprise Financial Services, Inc.

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

During this complimentary seminar, you'll learn about four financial considerations for women and strategies to address them. We'll discuss:

  • The income gap
  • Longer lifespans
  • Multiple roles and responsibilities
  • Life changes

Oppenheimer Funds