Upcoming Events

SEMINAR SERIES: Finances & Your Parents-Steps Toward a Support Discussion & Talking with Your Spouse

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

Goldstein & Associates, a private wealth advisory practice of 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, 11 am – 12 pm Central Time

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

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 608.831.3230 or email us at samantha.dawiedczyk@ampf.com

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.

Past Events

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

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

Goldstein & Associates, a private wealth advisory practice of 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, 11 am – 12 pm Central Time

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

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 608.831.3230 or email us at samantha.dawiedczyk@ampf.com

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.

SEMINAR SERIES: Behavioral Finance in Today's Market

  • Mark Peterson, Director of Investment Strategy and Education - Blackrock
  • Goldstein & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Paula Doroff, 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. 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 608.831.3230 or email us at samantha.dawiedczyk@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.

SEMINAR SERIES: Raising financially aware kids

  • Diane Gallagher, V.P., Director of Practice Management - American Century
  • Goldstein & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Terry Huddle, American Century

Please join us for Raising financially aware kids: Understanding the value of a dollar from toddler to teen

Monday, May 20, 2019 11am – 12pm CST

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. 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 608.831.3230 or email us at samantha.dawiedczyk@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.

SEMINAR SERIES: Essential Ingredients for Long-Term Investing

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

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. 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 608.831.3230 or email us at samantha.dawiedczyk@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.

SEMINAR SERIES: Investing Matters

  • John McCauley, National Sales Manager - Victory Capital
  • Goldstein & Associates, 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 608.831.3230 or email us at samantha.dawiedczyk@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.