Upcoming events

Responsible Investing - Aligning Your Financial Goals with Your Values

  • James McCuddy, VP, Regional Sales Representative - Eaton Vance Distributors, Inc.
  • Capital Wealth Advisory Group a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Eaton Vance Distributors, Inc.

Join Capital Wealth Advisory Group for an informative discussion about

Responsible Investing. During this complimentary session, we’ll discuss:

· Why Responsible Investing matters

· Trends in Responsible Investing

· A unique approach to Responsible Investing.

A complimentary reception with hors d’oeuvres and beverages will be provided

guests will also receive a complimentary ticket to the outdoor

GLEAM exhibit on display at Olbrich Botanical Gardens.

To reserve a spot: call us at 608.663.7526 or email us at Mary.Fortney@ampf.com

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

Sponsored by: Eaton Vance Distributors, Inc.

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, LLC. Member FINRA and SIPC

© 2021 Ameriprise Financial, Inc. All rights reserved.

3711387ACMR0821

2021 SEMINAR SERIES: Essential Ingredients for Long-Term Investing

  • CDT
  • Password: Seminar1! Meeting Number (Access Code): 146 422 3987
  • Join this event online
  • Lindsay Ardis, Regional Manager - Lord Abbett
  • Capital Wealth Advisory Group a private wealth advisory practice of Ameriprise Financial Services, LLC.

Please join us for an educational WebEx with Lindsay Ardis, Regional Manager with Lord Abbett. During this complimentary session Lindsay will provide some perspective on what is happening in the markets as well as address five key investing concepts every investor should know about capital markets before investing, including:

· U.S. stocks

· Small cap stocks

· International stocks

· Bonds

· Diversification

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 422 3987

Click here to join the live WebEx

Password: Seminar1!
For more information: call us at 608.663.7526 or email us at Capitalwealthadvisorygroup@ampf.com

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

Lord Abbett and its representatives are not affiliated with Ameriprise Financial.

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.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investment strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations, and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

2021 SEMINAR SERIES: Responsibility Works

  • CST
  • Password: Seminar1! Meeting Number (Access Code) 146 442 0610
  • Join this event online
  • Mary Green, Vice President and Client Portfolio Manager - Federated Hermes
  • Capital Wealth Advisory Group a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us to learn more about Environmental, Social, and Governance (ESG) investing. Mary Green, VP with Federated Hermes, will discuss how investors are increasingly applying these non-financial factors as part of their process to identify risk and growth opportunities.

Click this live link to join the WebEx

Password: Seminar1!

Please call the toll-free number to hear the speaker and join the WebEx event to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

For more information: call us at 608.663.7526 or email us at Capitalwealthadvisorygroup@ampf.com

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

Sponsored by Federated Hermes. Federated Hermes and their representatives are not affiliated with Ameriprise Financial Inc.

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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3660203ACMR0721

Past events

2021 SEMINAR SERIES: Securing your Retirement

  • CDT
  • Password: Seminar1! Meeting #/Access Code: 146 376 2924
  • Join this event online
  • Michael Graci, Director of Advisor Insights - BlackRock
  • Capital Wealth Advisory Group a private wealth advisory practice of Ameriprise Financial Services, LLC.

Michael Graci, Director of the Advisor Insights team for BlackRock, is a nationally recognized speaker.

Join this WebEx to learn more about the rules of retirement benefits and different collection strategies.

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 376 2924

Click this live link to join the WebEx

Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

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

Sponsored by BlackRock. BlackRock and their representatives are not affiliated with Ameriprise Financial Inc.

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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3660203ACMR0721