Upcoming events

Estate planning for women. How an estate plan puts you in control.

  • Provided after registration
  • Join this event online
  • Sarah Huelsman, Financial Advisor - Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

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.
For more information: call us at 901.312.5060 or email us at Britteney.Goodman@ampf.com
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Knowledge is power - financial strategies for women

  • Provided after registration
  • Join this event online
  • Marisa Simonetti, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary seminar, you'll learn about four financial considerations for women and strategies to address them. We'll discuss:

  • The income gap
  • Longer lifespans
  • Multiple roles and responsibilities
  • Life changes
For more information: call us at 901.312.5060 or email us at britteney.goodman@ampf.com

From SIMPLE to Sophisticated: Small Business Retirement Plans

  • Provided after registration
  • Join this event online
  • Andrew Tillet, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

Businesses grow and change. Your retirement plan needs to be flexible. During this complimentary seminar, we’ll cover these topics:

  • Employer-sponsored plans, including IRA-based and qualified retirement plans
  • Determining which plan may be right for you
For more information: call us at 901.312.5060 or email us at britteney.goodman@ampf.com
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.

Health, wealth and a confident retirement

  • Provided after registration
  • Join this event online
  • Brian Douglas, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

For more information: call us at 901.312.5060 or email us at britteney.goodman@ampf.com
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.

Retirement Insights - Women & Retirement

  • Provided after registration
  • Join this event online
  • Karen Ibay, Advisor Consultant - J.P. Morgan
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

The presentation will focus on:

  • Taking more control over your future
  • Unique challenges women face
  • A checklist for retirement preparedness
For more information: call us at 901.312.5060 or email us at Britteney.Goodman@ampf.com

J.P.Morgan and its representatives are not affiliated with Ameriprise Financial.

Past events

Calm, Cool, and Invested

  • Provided after registration
  • Join this event online
  • Mark Dirks, Advisor Consultant - MFS Investment Management
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

Staying on track to live the life you want.This presentation will focus on these areas:

· The basics of investing

· Working with a financial advisor

· Strategies to consider when choosing investments

MFS and it's representatives are not affiliated with Ameriprise Financial.

Managing Health Care Expenses in Retirement

  • Provided after registration
  • Join this event online
  • Kevin Worack, Advisor Consultant - Janus Henderson Investors
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

Janus Henderson and it's representatives are not affiliated with Ameriprise Financial.

Balancing life today and dreams for tomorrow

  • Provided after registration
  • Join this event online
  • Chris Brown, Financial Advisor - Guidingpoint Financial Group
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

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

  • Balance smart decisions about today with planning for tomorrow.
  • Plot your journey to retirement into doable steps so it’s manageable.
  • Maintain financial balance by being prepared for risks and unexpected events.
  • Create a meaningful legacy today.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Why a Roth IRA? Why Now?

  • Provided after registration
  • Join this event online
  • Greg Mullaney, Financial Advisor - Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Guidingpoint Financial Group and Somnio Capital Solutions, a private wealth advisory practice of Ameriprise Financial Services, LLC

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
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 provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Family Love Letter- How Every Family Can Prepare

  • Provided after registration
  • Join this event online
  • Karen Drancik, Advisor Consultant - Neuberger Berman
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial, LLC.

Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind

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