Upcoming events

Behavioral Financial Advice - How Emotions, Psychology and Values Affect Decisions

  • Chuck Wachendorfer, Partner and President at Think2Perform - Think2Perform
  • Chuck Wachendorfer, Partner and President at Think2Perform
  • Florida Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Like most investors in today's changing financial landscape, you want the most up-to-date information to help you make informed decisions. Our complimentary, informational presentation addresses a full range of considerations to help you plan for and achieve financial health.

To reserve a spot: call us at 386.597.2994 or email us at deanne.e.moritz@ampf.com

Past events

Divorce and Financial Confidence: 6 Keys to Financial Success Post-Divorce

  • Tara J. Showalter, JD, CFP®, APMA®, CRPC®, Financial Advisor and Managing Director - Florida Wealth Planning Group
  • Tara J. Showalter, JD, CFP®, APMA®, CRPC®

During this complimentary seminar, we’ll talk about key factors that will help drive financial success after a divorce, including:

  • Spending habits
  • Retirement projections and investments
  • Tax implications
  • Insurance and estate planning
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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Estate planning for women. How a plan puts you in control.

  • Tara J. Showalter, Financial Advisor and Managing Director - Florida Wealth Planning Group
  • Tara Showalter, JD, CFP®, APMA®, CRPC®

During this complimentary seminar, you'll learn ways to:

  • Care for the people you love, even after you're gone.
  • Leave behind a lasting, meaningful legacy.
  • Overcome the unique estate planning challenges faced by women.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Cybersecurity for you

  • Stephen Brand , President - Brand Consulting, Inc.
  • Tara Showalter CFP®, CRPC®, JD, Financial Advisor and Managing Director
  • Florida Wealth Planning Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Hacking, phishing, and malware incidents are becoming the number one cause of security breaches today. But, what’s more troubling, these hacking attempts are the result of human errors in some way. Education and awareness are critically important in the fight against cybercriminal activity and preventing security breaches.

This is being provided only as a general source of information and is not intended to be used as a primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor.

Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results. Consult with your tax advisor or attorney regarding specific tax issues.

The Standard & Poor's 500 Index(S&P 500® Index), an unmanaged index of common stocks, is frequently used as a general measure of market performance. The index reflects reinvestment of all distributions and changes in market prices but excludes brokerage commissions or other fees.

The Dow Jones Industrial Average is a nun managed index that follows the returns of 30 well-established American companies and is frequently used as a general measure of market performance. The index reflects reinvestment of all distributions and changes in the market prices but excludes brokerage commissions and other fees.

The Russell 2000 index is an index measuring the performance of approximately 2,000 small-cap companies in the Russell 3000 Index, which is made up of 3,000 of the biggest U.S. stocks. The Russell 2000 serves as a benchmark for small-cap stocks in the United States.

It is not possible to invest directly in an index.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.