Upcoming Events

Behavioral Finance in Today's Market

  • Mark Peterson, Director of Investment Strategy and Education - BlackRock
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Paula Doroff, CIMA®, CFP®, CRPC®, Market Leader, Director, Investment Management Consultant, BlackRock

Please join us for Behavioral Finance in Today's Market.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office.

Please call: 1-866-501-1506 Conference Code: 402 956 1640
Click this live link to login to the Webex slide presentation.

For more information: call us at 952.857.1487 or email us at jeanne.a.preston@ampf.com

This is an informational seminar. There is no cost or obligation. BlackRock and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial,Inc. All rights reserved.

Empower Elevate Achieve: Financial Guidebooks for Women by Putnam

  • Sarah Watson, Practice Specialist - Putnam Investments
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Anne Kinsman, Putnam

The presentation will discuss: Women and wealth, challenges and opportunities, financial life stages and action plan.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online

5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 598 324 869

For more information: call us at 952.857.1487

Putnam Investments and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.

5 Things Most Families Don’t Know About Taking Out Student Loans, but Should

  • Cozy Wittman, Associate - College Inside Track
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Chris Wills, President, College Inside Track

The presentation will discuss: Student Loans, Financial Aid, Scholarships

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online

5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 000 950
For more information: call us at 952.857.1487

This is an informational seminar. There is no cost or obligation.

Michelle Young CA Insurance #0E24140

College Inside Track and its representatives are not affiliated withAmeriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Document Shred Event

  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

You are invited! Please join us for a Document Shred Event.

On site shredding directly in the truck while you wait! Thorough, safe and formal document destruction program.

Veteran Shredding is family and locally-owned and operated, run by 100% Service Disabled Veteran Small Business Owners.

Bring your documents, limit three bags please.

Once you’re finished with drop offs, please join us for tailgate treats. We look forward to seeing you on September 28! No RSVP is necessary.

For more information: call us at 952.857.1487

There is no cost or obligation for this event.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc., All rights reserved.

Finances and Your Parents-Five Steps Toward a Support Discussion and Talking with Your Spouse

  • AJ Helgerson, Regional Marketing Director - Delaware Investments
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • AJ Helgerson, Delaware Investments

Creating Financial Harmony

The Talking to your Parents presentation will discuss: starting the conversation, preparing for the future, gathering important information,making decisions and preparing for the worst.

The Talking with your Spouse presentation will discuss: communicating on finance, considering personal goals, setting financial goals, preparing for the unexpected, planning your discussion

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online

5 minutes before start time to view the presentation from the comfort of your home or office. WebEx may prompt you to install or activate a plug-in to view the meeting.

Please call: 1-866-501-1506 Conference Code: 402 956 1640

Click this live link to login to the webex slide presentation.

Meeting number: 597 545 274
For more information: call us at 952.857.1487

This is an informational seminar. There is no cost or obligation.

Michelle Young, CA Insurance #0E24140

Delaware Investments and its representatives are not affiliated withAmeriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Past Events

Retirement Readiness Series - 4 Part Event

  • Gibbs Wilson, Chairman - National Christian Foundation of Tampa Bay
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Part 4: Living a Healthy Retirement - Staying Active in your senior years

Are your ready to retire?

Have you thought about your time, health, and how to prepare? Join us for a 4 part series on the non-financial aspects of your retirement!

Wednesdays in May at 12:30 CST for a half hour: May 1, May 8, May 15 and May 22

May 22, 12:30 pm: Click here to join May 22

For all events, please call 1-866-501-1506 Conference Code: 402 956 1640

For more information: call us at 952.857.1487 or email us at jeanne.a.preston@ampf.com

These areinformational seminars. There is no cost or obligation.

Jeff Spadafora, David & Vicky Carter, Billie Berg, and Gibbs Wilson are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Confetti Wealth Women's Luncheon

  • Anne Kinsman, Senior Regional Advisor Consultant - Putnam Investments
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Anne Kinsman, Putnam Investments, Reggie Berg, MFS, Josh Liebelt, Riversouce Annuities, Lindsay Ardis, Lord Abett and Tom Parnell, JP Morgan Asset Management

Confetti Wealth invites you and your guests to join us for a

Women’s Luncheon!

During our financial topic, you will hear more from Anne Kinsman on:

• Women and Wealth

• Challenges and Opportunities

• Financial Life Stages

• Action Plan

During our featured presentation, you will hear from Melissa Klug on

the process to de-clutter your home using the KonMari™ Method

and the benefits you gain when doing so.

To reserve a spot: call us at 952.857.1487 or email us at carrie.chavez@ampf.com

This is an informational seminar. There is no cost or obligation.

Sponsored by: RiverSource Annuities, Putnam Investments, JP Morgan Asset Management, MFS and Lord Abbett & Co.

Only RiverSource Life Insurance is affiliated with Ameriprise Financial, Inc. Investment products are not federally or FDIC-insured, 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, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial Inc. All rights reserved.

Raising Financially Aware Kids

  • Diane Gallagher, Vice President, Director of Practice Management - American Century Investments
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Terry Huddle, American Century Investments

Please join us for Raising Financially Aware Kids: Understanding the value of a dollar from toddler to teen.

The presentation will focus on: Values and Money, Learning to Earn, Saving and Investing, Budgeting and Borrowing and Giving Back

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online 5 minutes before start time to view the presentation from the comfort of your home or office.

Please call: 1-866-501-1506 Conference Code: 402 956 1640
Click this live link to login to the Webex slide presentation.

For more information: call us at 952.857.1487 or email us at jeanne.a.preston@ampf.com

This is an informational seminar. There is no cost or obligation to attend.

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved

Retirement Readiness Series - 4 Part Event

  • Billie Berg, LMHC
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Part 3: Family Time – How family dynamics change when you retire

Are your ready to retire?

Have you thought about your time, health, and how to prepare? Join us for a 4 part series on the non-financial aspects of your retirement!

Wednesdays in May at 12:30 CST for a half hour: May 1, May 8, May 15 and May 22

May 15, 12:30 pm: Click here to join May 15

For all events, please call 1-866-501-1506 Conference Code: 402 956 1640

For more information: call us at 952.857.1487 or email us at jeanne.a.preston@ampf.com

These are informational seminars. There is no cost or obligation.

Jeff Spadafora, David & Vicky Carter, Billie Berg, and Gibbs Wilson are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

Retirement Readiness Series - 4 Part Event

  • David and Vicky Carter
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Part 2: What I should have known before I retired.

Are your ready to retire?

Have you thought about your time, health, and how to prepare? Join us for a 4 part series on the non-financial aspects of your retirement!

Wednesdays in May at 12:30 CST for a half hour: May 1, May 8, May 15 and May 22

May 8, 12:30 pm: Click here to join May 8

For all events, please call 1-866-501-1506 Conference Code: 402 956 1640

For more information: call us at 952.857.1487 or email us at jeanne.a.preston@ampf.com

These are informational seminars. There is no cost or obligation.

Jeff Spadafora, David & Vicky Carter, Billie Berg, and Gibbs Wilson are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.