Common Types of Fraud: How to protect yourself and your loved ones Date: Thursday, June 11, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA®, CRPC, Private Wealth Advisor | Chief Executive Officer of Brightside Wealth Advisors - Ameriprise Financial Hosted By: Brightside Wealth Advisors During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. For more information: email us at karen.cobb@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.© 2024 Ameriprise Financial, Inc. All rights reserved.
Giving with a purpose Date: Tuesday, November 17, 2026 Time: 12:00 PM - 1:00 PM MST Join this event online Presented By: Daniel B. Schultz, CFP®, BFA, CDFA®, APMA®, CRPC, Private Wealth Advisor | Chief Executive Officer of Brightside Wealth Advisors - Brightside Wealth Advisors Hosted By: Brightside Wealth Advisors Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. For more information: email us at karen.cobb@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.