Upcoming events

Homeless Supply Drive

EDT

Cardinal Pointe Financial Group, 408 Blankenbaker Parkway, Suite 100, Louisville, KY 40243

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Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial

At Cardinal Pointe Financial Group we believe in helping our communities. From now until June 30th we will be collecting new hygiene items for the homeless at each of our branch locations. Bring in a donation item during your appointment or donate via our Amazon wish list on our social media pages.

  • Tucson: Our Family Services
  • Louisville: St. John Center
  • Dayton: St. Vincent de Paul
  • Sierra Vista: Good Neighbor Alliance
For more information: call us at 502.489.6900

There is no cost or obligation.

The non-profits listed above are not affiliated with Ameriprise Financial Inc. 8056476ACMR0624

Common Types of Fraud: How to protect yourself and your loved ones

EDT

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Thor Nelson, Vice President Compliance II - Ameriprise Financial Services, LLC

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial

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: call us at 800.893.6941
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.

Social Security: With You Through Life's Journey

EDT

You must RSVP to receive access credentials for this event or seminar.

David Seymour, MPA, Senior Public Affairs Specialist - Mid-West West Regional Public Affairs Office

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Understanding Retirement, Survivor and Medicare benefits.

For more information: call us at 800.893.6941

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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8151650ACMR0725

Financial Planning: A personal guide

EDT

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Carl Heick CFP®, APMA™, Private Wealth Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial

A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy.
For more information: call us at 800.893.6941
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.
© 2026 Ameriprise Financial, Inc. All rights reserved.

Living Trusts

EST

You must RSVP to receive access credentials for this event or seminar.

Rosalyn A. "Roz" Carothers, Esq, Estate Planning Attorney - Triplett & Carothers

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Living Trusts

For more information: call us at 800.893.6941

Past events

Are You Leveraging all the Technology Available to You at Ameriprise?

EDT

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Will Chase, Senior Director - Product Owner - Ameriprise Financial Services, LLC

Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for this technology demo to help you make the most of the Ameriprise tools available to you!

Learn more about the following:

  • Get "on-the-go" access
  • Message Center
  • Statements and Documents
  • OmniView
  • Using eSignature
  • Personalize your Accounts