Upcoming events

Giving with a purpose

CDT

Join this event online

Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
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.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Smart Strategies for College Financing - Planning for your child's future

CDT

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Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
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.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.

Virtual Event - "How to Maximize Social Security Benefits"

CDT

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Mary Beth Franklin, CFP® RetirePro, LLC. - Not Affiliated

GuidingPoint Financial, Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event.

Thursday, May 21st, 2026: 4pm – 5pm Central

"How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® RetirePro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.
To reserve a spot: call us at 901.312.5060

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.

Mary Beth Franklin and RetirePro, LLC are not affiliated withAmeriprise Financial.

Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions.

Ameriprise Financial, Inc. does not offer tax or legaladvice. Consult with a tax advisor or attorney.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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. 8792087ACMR0226

Common Types of Fraud: How to protect yourself and your loved ones

CDT

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Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Planning for the future: An approach for your whole family

CDT

Join this event online

Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Looking for ways to feel more confident about your financial future? During this complimentary session, we’ll talk about what leaving a legacy really means, how to start meaningful conversations with your loved ones, and share practical tools to help you put your plans in motion.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Financial foundation: A guide to managing your money

CDT

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Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
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.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Retirement 101: Financial Strategies to Help Build Wealth in the Black Community (BEACN financial literacy)

CDT

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Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

You are invited to attend our educational event to discuss Financial Strategies to Help Build Wealth in The Black Community.

Event Topics: Retirement 101
This event will review fundamental financial principles to help you feel more confident and competent in assessing your financial situation. By the end of this presentation, you will be able to:

  • Explain the benefits and differences between retirement plans.
  • Identify the various considerations you need to make before retiring.
  • Describe the features of Social Security.
  • Explain the important ages for Social Security claims generally.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Your Retirement Roadmap: Building wealth and saving for the future

CDT

Join this event online

Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Reimagining Retirement

CDT

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Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

From navigating new freedoms to finding purpose and balance, every phase of retirement offers a fresh opportunity to grow and thrive. During this complimentary session we’ll explore the many different stages of retirement, as well as practical methods you can take to create a retirement that feels truly meaningful and fulfilling.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Five things to know about Medicare

CDT

Join this event online

Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Always consult a Medicare agent regarding your specific Medicare questions and decisions.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Navigating your Social Security benefits

CDT

Join this event online

Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Will Social Security provide the retirement income you need for life? In this complimentary session, you’ll gain a clear understanding of how Social Security works and how it fits into your overall retirement income strategy. We’ll discuss when you may be eligible to claim benefits and key factors that can affect the amount you receive. You’ll also learn strategies to help maximize your benefits based on your personal situation.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Always consult a Social Security agent or attorney regarding your specific Social Security decisions.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.

Wealth and Wellness: Balancing financial, physical, and mental well-being

CDT

Join this event online

Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

How to navigate volatile markets

CDT

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Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets.

To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.

Strategies to help you make an impact with your estate

CST

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Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.

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.

Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Thriving in the sandwich generation

CST

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Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial

GuidingPoint Financial Group

Members of the sandwich generation are faced with a distinct set of financial and emotional challenges while also balancing the needs of aging parents and younger children. In this seminar, we’ll talk through these hurdles and share actionable steps to help you prioritize your financial future while also supporting your family.
To reserve a spot: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Join us for a shredding event

CDT

138 Timber Creek, Cordova, TN 38018

GuidingPoint Financial Group

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.
For more information: call us at 901.312.5060