Planning for the future: An approach for your whole family Date: Monday, June 23, 2025 Time: 11:30 AM - 2:00 PM EDT Location: Keowee Key Club, 1 Country Club Drive, Salem, SC 29676 Presented By: Sam Head, CEP®, APMA™, CRPC™, Private Wealth Advisor - Carolinas Wealth Management - Carolinas Wealth Management Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones 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.
Seneca Q2 Markets and Economic Update Luncheon Date: Thursday, May 22, 2025 Time: 11:30 AM - 1:30 PM EDT Location: Keowee Key Club, 1 Country Club Drive, Salem, SC 29676 Presented By: Sam Head, CEP®, APMA™, CRPC™, Private Wealth Advisor - Carolinas Wealth Management Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Please come and enjoy a delicious meal on us! 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. © 2025 Ameriprise Financial, Inc. All rights reserved. ACMR7816204
Myrtle Beach Q2 Markets and Economic Update Luncheon Date: Tuesday, May 20, 2025 Time: 11:30 AM - 1:30 PM EDT Location: The Dunes Golf & Beach Club, 9000 N. Ocean Blvd, Myrtle Beach, SC 29572 Presented By: Karyn Cavanaugh CFA®, AWMA℠, Financial Advisor & David Monckton CFP®, APMA™, Financial Advisor, CEP®, APMA™, CRPC™ - Carolinas Wealth Management Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Please come and enjoy a delicious meal on us! 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. © 2025 Ameriprise financial, Inc. All rights reserved. ACMR7816204
Seneca Q1 Markets and Economic Update Luncheon Date: Wednesday, February 12, 2025 Time: 11:30 AM - 1:30 PM EST Location: Keowee Key Club, 1 Country Club Drive, Salem, SC 29676 Presented By: Sam Head CEP®, APMA™, CRPC™, Private Wealth Advisor Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Please come and enjoy a delicious meal on us! 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. © 2025 Ameriprise Financial, Inc. All rights reserved. 7419410ACMR0125
Myrtle Beach Q1 Markets and Economic Update Luncheon Date: Tuesday, February 4, 2025 Time: 11:30 AM - 1:00 PM EST Location: The Dune's Golf and Beach Club, 9000 N. Ocean Blvd, Myrtle Beach, SC 29572 Presented By: Karyn Cavanaugh CFA®, AWMA℠, Financial Advisor & David Monckton CFP®, APMA™, Financial Advisor Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Please come and enjoy a delicious meal on us! 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. © 2025 Ameriprise financial, Inc. All rights reserved. 7419410ACMR0125