Market & Economic Update Luncheon Date: Tuesday, February 17, 2026 Time: 11:30 AM - 12:30 PM EST Location: The Keowee Key Club, 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 Q4 Market & Economic Update Luncheon To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@ampf.com RSVP Online Event registration Market & Economic Update Luncheon Date: Tuesday, May 19, 2026 Time: 11:30 AM - 12:30 PM 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) Number of additional guests attending with you (optional) 012345678910 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. 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Knowledge is Power: Financial Strategies for Women Date: Tuesday, March 3, 2026 Time: 4:00 PM - 7:00 PM EST Location: The Dunes Golf & Beach Club, 9000 N. Ocean Blvd., Myrtle Beach, SC 29572 Presented By: Karyn Cavanaugh, CFA, AWMA™, Financial Advisor Hosted By: Carolinas Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events. Cocktails and Hors D'oeuvres Join us and feel free to bring a female friend who may be interested! To reserve a spot: call us at 843.497.8505 or email us at kelly.cooper@ampf.com RSVP Online Event registration Market & Economic Update Luncheon Date: Tuesday, May 19, 2026 Time: 11:30 AM - 12:30 PM 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) Number of additional guests attending with you (optional) 012345678910 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. 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. 8761321ACMR0226
Guarding Against Digital Fraud: Share the Knowledge Date: Thursday, March 19, 2026 Time: 11:30 AM - 1:00 PM EDT 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 Market & Economic Update Luncheon Date: Tuesday, May 19, 2026 Time: 11:30 AM - 12:30 PM 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) Number of additional guests attending with you (optional) 012345678910 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
Market & Economic Update Luncheon Date: Tuesday, May 19, 2026 Time: 11:30 AM - 12:30 PM EDT Location: The 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 Q1 Market & Economic Update Luncheon To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@ampf.com RSVP Online Event registration Market & Economic Update Luncheon Date: Tuesday, May 19, 2026 Time: 11:30 AM - 12:30 PM 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) Number of additional guests attending with you (optional) 012345678910 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. 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Market & Economic Update Luncheon Date: Wednesday, May 27, 2026 Time: 11:30 AM - 12:30 PM EDT 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 Q1 Market & Economic Update Luncheon To reserve a spot: call us at 843.497.8505 or email us at kelly.cooper@ampf.com 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. 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Market & Economic Update Luncheon Date: Tuesday, August 18, 2026 Time: 11:30 AM - 12:30 PM EDT Location: The 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 Q2 Market & Economic Update Luncheon To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@ampf.com RSVP Online Event registration Market & Economic Update Luncheon Date: Tuesday, May 19, 2026 Time: 11:30 AM - 12:30 PM 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) Number of additional guests attending with you (optional) 012345678910 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. 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Market & Economic Update Luncheon Date: Tuesday, September 1, 2026 Time: 11:30 AM - 12:30 PM EDT 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 Q2 Market & Economic Update Luncheon To reserve a spot: call us at 843.497.8505 or email us at kelly.cooper@ampf.com 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. 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP certification mark (with plaque design) in the U.S. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Veterans Appreciation Event Date: Friday, November 13, 2026 Time: 6:00 PM - 8:00 PM EST Location: The Keowee Key Club, 1 Country Club Drive, Salem, SC 29676 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for a holiday celebration Date: Tuesday, December 8, 2026 Time: 6:00 PM - 8:30 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. To reserve a spot: call us at 800.948.2706 or email us at carolinaswealth@ampf.com RSVP Online Event registration Market & Economic Update Luncheon Date: Tuesday, May 19, 2026 Time: 11:30 AM - 12:30 PM 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) Number of additional guests attending with you (optional) 012345678910 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
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 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
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.