Upcoming Events

Prepare Don't Predict

  • Tim Duffy, Vice President, Regional Sales Coordinator - PGIM Investments, LLC
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Tim Duffy, PGIM Investments, Steve Klein, Columbia Threadneedle Investments, and Randy Gilbertson, John Hancock Investments, LLC.

Please join us for a special event and happy hour. This complimentary seminar will provide:

  • An overview of the current market
  • Market volatility basics
  • Tips for investing in volatile markets

Hors d'oeuvres and refreshments will be provided.

To reserve a spot: call us at 952.857.1487 , or email us at carrie.chavez@ampf.com or make your reservations online

Michelle Young, CA insurance #0E24140

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

Columbia Threadneedle Investments is an affiliate of Ameriprise Financial

John Hancock 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 of value.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2018 Ameriprise Financial, Inc. All rights reserved.

Retirement Readiness Series - 4 Part Event

  • Jeff Spadafora, Halftime Certified Coach
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Part 1: From Success to Significance- Finding your passion.

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 1, 12:30 pm: Click here to join May 1

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.

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.

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

  • 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.

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.

Past Events

Essential Ingredients for Long Term Investing

  • Lindsay Ardis, Regional Manager - Lord Abbett & Co.
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Lindsay Ardis, Lord Abbett & Co.

Please join us for Essential Ingredients for long term investing: The recipe for a Diversified Portfolio

During this complimentary seminar, you’ll learn about: Essential ingredients for long-term investing; International stocks: a world of opportunity; Bonds: Income and Balance; and Diversification: a strategy for all seasons.

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number 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.

Lord Abbett & Co. 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.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations, and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Diversification can help protect against certain investment risks, but does not assure a profit or protect against loss.

Ameriprise Financial Services,Inc. Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.

Document Shredding Event

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

You are invited to on site shredding directly in the truck while you wait! This thorough, safe, and formal document destruction program 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 April 20th! No RSVP is necessary.

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

There is no cost or obligation for this event.
Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc., All rights reserved.

Investing Matters

  • John McCauley, National Sales Manager - Victory Capital
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Gary Goska, Regional Sales Director, Victory Capital

The presentation will focus on these areas: the new investor mindset, how to step forward in an evolving environment, and re-evaluating your risk tolerance and getting back in the 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.

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.

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

This is an informational seminar. There is no cost or obligation.
Michelle Young, CA insurance #0E24140

Victory Capital 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.

© 2018 Ameriprise Financial, Inc. All rights reserved.

2341192ACMR1218

The 2019 Tax Landscape

  • Mark Ettinger, CPA, Principal - CJMn Ltd
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.

During this complimentary conference call, Mark will discuss:

· Current income tax rates

· Minnesota State-Federal Tax Nonconformity

· Miscellaneous Itemized Deductions

· Charity, RMD to Charity, and Donor Advised Funds

· Child Credit and Alimony

There will also be time for some questions!

We hope you can join us!

Call-in number: 1-510-338-9438

Enter code: 621 781 581 #

No pre-registration required. Call the number above and enter the conference code prior to the event start time.

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.

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their own personal tax advisor or attorney regarding their specific situation.

Neither CJMn Ltdnor Mark Ettinger nor their representatives are affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial Inc. All rights reserved.

Planning for Health Care in Retirement

  • Kevin Furtado, Regional Sales Consultant - Fidelity Investments
  • Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Bill Rothschild, Regional Director, Fidelity Investments

A guide to covering your medical expenses.

During this complimentary seminar, you will gain insight into healthcare costs, look into Medicare – what it covers and what it costs, and outline a 4-Step process for creating a healthcare plan.

This educational opportunity is a conference call and WebEx presentation.

Please 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.

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

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

Michelle Young, CA Insurance #0E24140

Fidelity Investments and its representatives are not affiliated with Ameriprise Financial.
Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc. All rights reserved.

2341192ACMR1218