Upcoming Events

2019 Seminar Series: Student Loans, Financial Aid, Scholarships

  • Cozy Wittman, Associate - College Inside Track
  • Element Wealth Advisors
  • Chris Wills, President, College Inside Track

Ameriprise Financial Services, Inc.

invites you to a special conference call and online webex seminar event,

5 things most families don’t know about taking out student loans, but should

by College Inside Track

Wednesday, August 28, 2019, 12 pm– 1 pm EST

Presented by: Cozy Wittman, Associate, College Inside Track

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

Sponsored by: Chris Wills, President, College Inside Track

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 678.871.2222 or email us at jeremy.p.reese@ampf.com

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

ADVISOR NOTE: You need to add afield for AR and/or CA insurance licensed Advisors in invitations for seminars that have any content related to insurance/annuity topics. If the presentation does not mention/discuss insurance or annuities then # is not needed. Note that the license information must appear in font size equal to the above messaging.

College Inside Track and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved. 2567519ACMR0619

2019 Seminar Series: Finances and Your Parents-Five Steps Toward a Support Discussion

  • AJ Helgerson, Regional Marketing Director - Delaware Investments
  • Element Wealth Advisors
  • AJ Helgerson, Regional Marketing Director, Delaware Investments

Ameriprise Financial Services, Inc.

invites you to a special conference call and online webex seminar event,

Finances and Your Parents-Five Steps Toward a Support Discussion and

Talking with Your Spouse-Creating Financial Harmony

Monday, September 30, 2019, 12 pm– 1 pm EST

Presented by: AJ Helgerson, Regional Marketing Director, Delaware Investments

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

Sponsored by: AJ Helgerson, Regional Marketing Director, Delaware Investments

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 678.871.2222 or email us at jeremy.p.reese@ampf.com

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

Delaware 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. 2567519ACMR0619

Past Events

Empower Elevate Achieve: Financial Guidebooks for Women

  • Sarah Watson, Practice Management Specialist - Putnam
  • Element Wealth Advisors
  • Anne Kinsman

Ameriprise Financial Services, Inc.

invites you to a special conference call and online webex seminar event,

Empower Elevate Achieve: Financial Guidebooks for Women by Putnam

Wednesday, July 31, 2019, 12 pm– 1 pm EST

The presentation will discuss: Women and wealth, challenges and opportunities,

financial life stages and action plan.

Sponsored by: Anne Kinsman, Putnam

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 678.871.2222 or email us at jeremy.p.reese@ampf.com

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

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. 2567519ACMR0619

2019 SEMINAR SERIES-Behavioral Finance in Today’s Market

  • Mark Peterson, Director of Investor Strategy - BlackRock
  • Element Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Paula Doroff, CIMA®, CFP®, CRPC®

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.

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

For more information: call us at 678.871.2222 or email us at joseph.micacchione@ampf.com

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.

© 2019Ameriprise Financial, Inc. All rights reserved. 2430614ACMR0219

2019 SEMINAR SERIES- Raising financially aware kids

  • Diane Gallagher, V.P., Director of Practice Management - American Century Investments
  • Element Wealth Advisors
  • American Century Investments

The presentation will focus on: Values and Monday, 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. 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.

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

For more information: call us at 678.871.2222 or email us at joseph.micacchione@ampf.com

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. 2430614ACMR0219

2019 Seminar Series-Essential Ingredients for long term investing

  • Lindsay Ardis, Regional Manager - Lord Abbett & Co.
  • Element Wealth Advisors
  • Ameriprise Financial

Ameriprise Financial Services, Inc.

invites you to join us for a special online webex/conference call seminar,

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. WebEx may prompt you to install or activate a plug-in.

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 678.871.2222 or email us at joseph.micacchione@ampf.com

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. 2430614ACMR0219

SEMINAR SERIES - Investing Matters

  • John McCauley, National Sales Manager - Victory Capital
  • Element Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Gary Goska, 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: call us at 678.871.2222 or email us at joseph.micacchione@ampf.com

There is no cost or obligation to attend.

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.