Past Events

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.

Oppenheimer Funds

Simple Safeguards - Preventing Identity Theft

Chuck Foresyth, Regional Vice President - Ivy Distributors, Inc.

Blue Cardinal Wealth Solutions, Amerprise Private Wealth Advisory Practice

Identity theft is an invisible crime, one that uses your name and can leave you in financial ruin. However, by taking some practical precautions you can minimize your risk of becoming a victim.

Delaware Investments, Goldman Sachs & Co, Ivy Funds and Voya Investment Management

This is an informational seminar. There is no cost or obligation. Sponsored by: Delaware Investments, Goldman Sachs & Co., Ivy Funds and Voya Investment Management. Sponsors and their representatives are not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. Blue Cardinal Wealth Solutions is located at 13830Ballantyne Corporate Place, Charlotte, NC28277. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2017 Ameriprise Financial, Inc. All rights reserved.

Women's Event

Blue Cardinal Wealth Solutions, a Private Wealth Advisory practice of Ameriprise Financial Services, Inc.

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

Health, wealth and a confident retirement

Tommy Truman, Financial Advisor - Blue Cardinal Wealth Solutions

Blue Cardinal Wealth Solutions, Ameriprise Private Wealth Advisory Practice

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.

RiverSource and PIMCO