Understanding Medicare and Q3 Market Update Date: Tuesday, August 27, 2024 Time: 11:30 AM - 1:30 PM EDT Location: The Dune's Golf and Beach Club, 9000 Ocean Blvd., Myrtle Beach, SC 29572 Presented By: Karyn Cavanaugh & Mona Boykin, Financial Advisor & Licensed Insurance Agent - Carolinas Wealth Management and Mona Boykin Insurance Hosted By: Carolinas Wealth Management Enjoy a delicious meal on us. Join us to learn about the current markets and economic updates as well as Medicare coverage choices and answers to the basic Medicare questions. 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. Mona Boykin Insurance and its representatives are not affiliated with Ameriprise Financial, Inc. 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 Medicare agent regarding your specific Medicare questions and decisions. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. Legal File 6722508ACMR0724
Understanding Medicare and Q3 Market Update Date: Thursday, September 5, 2024 Time: 11:30 AM - 1:30 PM EDT Location: Lakeside Lodge, 13500 Clemson Blvd., Seneca, SC 29678 Presented By: Karyn Cavanaugh & Mona Boykin, Financial Advisor & Licensed Insurance Agent - Carolinas Wealth Management and Mona Boykin Insurance Hosted By: Carolinas Wealth Management Enjoy a delicious meal on us. Join us to learn about the current markets and economic updates as well as Medicare coverage choices and answers to the basic Medicare questions. 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. Mona Boykin Insurance and its representatives are not affiliated with Ameriprise Financial, Inc. 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 Medicare agent regarding your specific Medicare questions and decisions. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Veterans Appreciation Event Date: Tuesday, November 12, 2024 Time: 6:00 PM - 8:30 PM EST Location: Dunes Golf and Beach Club, 9000 N. Ocean Blvd., Myrtle Beach, SC 29572 Hosted By: Carolinas Wealth Management Join us as we honor our veterans and give thanks for their service. 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
Veterans Appreciation Event Date: Tuesday, November 12, 2024 Time: 6:00 PM - 8:00 PM EST Location: Lakeside Lodge, 13500 Clemson Blvd., Seneca, SC 29678 Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us as we honor our veterans and give thanks for their service. 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
Join us for a year end event Date: Tuesday, December 10, 2024 Time: 6:00 PM - 8:00 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 Let's celebrate a successful year and reflect on our accomplishments and look forward to the year ahead. 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
Seneca Refuse to be a Victim (Part Ⅱ) Date: Thursday, June 6, 2024 Time: 10:00 AM - 12:30 PM EDT Location: Lakeside Lodge, 13500 Clemson Blvd., Seneca, SC 29678 Presented By: Sheriff Crenshaw, Sheriff - the Oconee County Sheriff's Office Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Ameriprise Finacial Services, LLC invites you and your guests to a LIVE complimentary lunch and a special safety workshop, "Refuse to be a Victim." During this complimentary session, we'll talk about common types of fraud and scams, and help you learn how to identify and avoid falling victim to scams. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. Legal File 6389202
Myrtle Beach Refuse to be a Victim (Part Ⅱ) Date: Tuesday, June 4, 2024 Time: 11:30 AM - 1:30 PM EDT Location: The Dune's Golf and Beach Club, 9000 Ocean Blvd, Myrtle Beach, SC 29572 Presented By: Officer Joseph Keister, North Myrtle Beach Police Department Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Ameriprise Financial Services, LLC invites you and your guests to a LIVE complimentary lunch and a special safety workshop, “Refuse To Be a Victim.” We want to help you protect yourself. Bring-A-Friend! We want to help you protect yourself. During this complimentary Workshop, we'll discuss: Psychology of Criminal Predators and Automobile Security 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. Legal File6292757
Four Trending Investment Topics Date: Tuesday, April 30, 2024 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®, Financial Advisor - Carolinas Wealth Management Hosted By: Carolinas Wealth Management It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including: Cryptocurrency, Artificial Intelligence, Real estate and Commodities. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved."
Four Trending Investment Topics Date: Tuesday, April 23, 2024 Time: 11:30 AM - 1:30 PM EDT Location: Lakeside Lodge, 13500 Clemson Blvd., Seneca, SC 29678 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 It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including: Cryptocurrency, Artificial Intelligence, Real estate and Commodities. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved."
Refuse to be a Victim Date: Tuesday, March 19, 2024 Time: 11:30 AM - 1:30 PM EDT Location: Palmetto Ridge Event Center, 10238 Clemson Blvd, Seneca, SC 29678 Presented By: Sheriff Crenshaw, Sgt. Jordei Jameson, and Sgt. Tina Sutherland with Oconee County Sheriff's Office Hosted By: Sam Head, a financial advisor with Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Ameriprise Finacial Services, LLC invites you and your guests to a LIVE complimentary lunch and a special safety workshop, "Refuse to be a Victim." During this complimentary session, we'll talk about common types of fraud and scams, and help you learn how to identify and avoid falling victim to scams. 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.Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.