Guarding Against Digital Fraud: Share the Knowledge Date: Friday, January 23, 2026 Time: 11:30 AM - 1:00 PM EST Location: The Club at Keowee Key, 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 Leveraging Technology While Protecting Yourself in the Digital World Learn More About: • How Ameriprise helps protect your information • Online security guarantee • Working together online and on the go • Protecting yourself online • Recognizing common types of fraud and scams Join us for good company and a delicious meal -while learning how to stay protected and stay updated in today’s digital world! THIS EVENT IS AT THE CLUB AT KEOWEE KEY To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. Legal File 8667207 ACMR1225
Guarding Against Digital Fraud: Share the Knowledge Date: Thursday, January 29, 2026 Time: 5:00 PM - 6:30 PM EST Location: The Dunes Golf & Beach Club, 9000 N. Ocean Blvd., Myrtle Beach, SC 29572 Presented By: David Monckton CFP®, APMA®, Financial Advisor Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Leveraging Technology While Protecting Yourself in the Digital World Learn More About: How Ameriprise helps protect your information Online security guarantee Working together online and on the go Protecting yourself online Recognizing common types of fraud and scams Join us for good company and a delicious meal -while learning how to stay protected and stay updated in today’s digital world!THIS EVENT IS IN MYRTLE BEACH To reserve a spot: call us at 843.497.8505 or email us at kelly.cooper@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. Legal File 8667207 ACMR1225
Join us for a holiday celebration Date: Tuesday, December 16, 2025 Time: 6:00 PM - 9:00 PM EST Location: Vangeli's Bistro, 119 Ram Cat Alley, Seneca, SC 29678 Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. Lets celebrate the holiday! Enjoy this special event with us.
Market and Economic Update Date: Tuesday, September 16, 2025 Time: 11:30 AM - 2:00 PM EDT Location: The Dunes Golf & Beach Club, 9000 N. Ocean Blvd, Myrtle Beach, SC 29572 Presented By: David Monckton, CFP®, APMA®, Financial Advisor - Carolinas Wealth Management Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. 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.
Market and Economic Update Date: Tuesday, September 9, 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. How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. 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.
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. Looking for ways to feel more confident about your financial future? During this complimentary session, we’ll talk about what leaving a legacy really means, how to start meaningful conversations with your loved ones, and share practical tools to help you put your plans in motion. 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.
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