Upcoming events

2021 SEMINAR SERIES: Essential Ingredients for Long-Term Investing

  • EDT
  • Meeting Number (Access Code): 146 422 3987 Password: Seminar1!
  • Join this event online
  • Lindsay Ardis, Regional Manager - Lord Abbett
  • CORDIAN WEALTH™, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Lord Abbett

Please join us for an educational WebEx with Lindsay Ardis, Regional Manager with Lord Abbett. During this complimentary session Lindsay will provide some perspective on what is happening in the markets as well as address five key investing concepts every investor should know about capital markets before investing, including:

· U.S. stocks

· Small cap stocks

· International stocks

· Bonds

· Diversification

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 422 3987

Click here to join the live WebEx

Meeting Number (Access Code): 146 422 3987 Password: Seminar1!

To reserve a spot: call us at 704.944.2060 or email us at Rebecca.S.Black@ampf.com

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

Lord Abbett 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 investment 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.

Inter national 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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

3660203ACMR0721

2021 SEMINAR SERIES: Responsibility Works

  • EST
  • Meeting Number (Access Code): 146 442 0610 Password: Seminar1!
  • Join this event online
  • Mary Green, Vice President and Client Portfolio Manager - Federated Hermes
  • CORDIAN WEALTH™, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Federated Hermes

Please join us to learn more about Environmental, Social, and Governance (ESG) investing. Mary Green, VP with Federated Hermes, will discuss how investors are increasingly applying these non-financial factors as part of their process to identify risk and growth opportunities.

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 442 0610

Click this live link to join the WebEx

Meeting Number (Access Code): 146 442 0610 Password: Seminar1!

To reserve a spot: call us at 704.944.2060 or email us at Rebecca.S.Black@ampf.com

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

Sponsored by Federated Hermes. Federated Hermes and their representatives are not 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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3660203ACMR0721

Past events

2021 SEMINAR SERIES: Securing Your Retirement-Transforming Social Security into a Winning Retirement

  • EDT
  • Meeting Number (Access Code): 146 376 2924 Password: Seminar1!
  • Join this event online
  • Michael Graci, Director of Advisor Insights - BlackRock
  • CORDIAN WEALTH™, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • BlackRock

Michael Graci, Director in the Advisor Insights team for BlackRock, is a nationally recognized speaker.

Join this WebEx to learn more about the rules of retirement benefits and different collection strategies.

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 376 2924

Click this live link to join the WebEx

Meeting Number (Access Code): 146 376 2924 Password: Seminar1!

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

Sponsored by BlackRock. BlackRock and their representatives are not 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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3660203ACMR0721

2021 SEMINAR SERIES: Get Invested. Your Goals Are Important Too.

  • EDT
  • Meeting Number (Access Code): 146 734 1575 Password: Seminar1!
  • Join this event online
  • Lauren Byrne, Internal Division Manager - Columbia Threadneedle Investments
  • CORDIAN WEALTH™, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Columbia Threadneedle Investments

Lauren Byrne, Internal Division Manager with Columbia Threadneedle Investments, will discuss investing and why it’s important for women to “get invested.” In this WebEx, you’ll learn some of the characteristics, challenges, and mindsets that are common among women, and discuss how they affect our financial lives. Learn about how everyone, not jus women, have their own individual set of circumstances which inform our financial planning. We all have our own aspirations, priorities, and challenges and all approach investing differently.

Please call: 1-844-621-3956 Meeting Number (Access Code): 146 734 1575

Click this live link to join the WebEx

Meeting Number (Access Code): 146 734 1575 Password: Seminar1!

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

Sponsored by Columbia Threadneedle Investments. Columbia Threadneedle Investments is an affiliate of 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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.
3660203ACMR0721

2021 SEMINAR SERIES: Your Prosperity Picture: A 5-Step System Designed to Help Manage your Money

  • EDT
  • Meeting number: 187 292 0913 Password: Seminar1!
  • Join this event online
  • Lisa Kueng, Director of Creative Campaigns - Invesco
  • CORDIAN WEALTH™, a private wealth advisory practice of Ameriprise Financial Services, LLC

The presentation will focus on ways to:

-Create the vision

-Know where you are

-Design your plan

-Make it happen

-Enjoy the journey

Please call: 1-844-621-3956 Access Code: 187 292 0913

Click this live link to login to the WebEx presentation

Meeting number: 187 292 0913 Password: Seminar1!

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

Invesco and their 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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3515809ACMR0421

2021 SEMINAR SERIES: Monthly Market Roundup

  • EDT
  • Meeting number: 187 770 2858 Password: Seminar1!
  • Join this event online
  • Alicia Levine, PhD, Chief Strategist and Managing Director - BNY Mellon Investment Management
  • CORDIAN WEALTH™, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us for an economic and market update with Alicia Levine, PhD, Chief Strategist and Managing Director at BNY Mellon Investment Management. Alicia is one of the firm’s most authoritative voices for market analysis and compelling investment outlook.

Please call: 1-844-621-3956 Access Code: 187 770 2858

Click this live link to login to the WebEx presentation

Meeting number: 187 770 2858 Password: Seminar1!

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

BNY Mellon Investment Management and their 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, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3585738ACMR0421

2021 SEMINAR SERIES: The Hidden Costs of Aging: The Important Conversations You Need to Have

  • EDT
  • Meeting number: 146 134 0974 Password: Seminar1!
  • Join this event online
  • Tom Antonovich & Timothy Nichols, Vice President, Senior Advisor Consultants - Franklin Templeton
  • James D. Rice, Private Wealth Advisor & Meghanne Svatos, Financial Advisors with Cordian Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a WebEx event where we’ll talk about how to better understand planning for an unexpected event as you age, including what options you have as you get older. We know how uncomfortable it can be to talk about health problems associated with aging. But this topic is too important to ignore. In this WebEx we’ll discuss:

-The Profile of Aging

-Care and Housing Considerations

-Formulating a Plan

Please call: 1-844-621-3956 Access Code: 146 134 0974

Click this live link to login to the WebEx

Meeting number: 146 134 0974 Password: Seminar1!

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

Franklin Templeton and their representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3515809ACMR0421