Upcoming events

Retirement University

CDT

Great Hall of Germantown, 1900 S Germantown Rd, Germantown, TN 38138

Brian Douglas, Private Wealth Advisor - GuidingPoint Financial Group

GuidingPoint Financial Group

Join GuidingPoint Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, for a two-part educational seminar on Tuesday, March 28th and Thursday, March 30th.

SEATING IS LIMITED –RESERVE YOUR SPOT TODAY!

March 28th courses:

· Balancing life today and dreams for tomorrow

· Investing for the life you’ve earned – today and tomorrow

March 30th courses:

· Health, wealth, and a confident retirement

· Creating your retirement income: Strategies to help you live the life you’ve earned

Attending this two-session course can help you:

· Balance smart decisions about today withplanning for tomorrow

· Plan for a more confident retirement

· Identify risks that could throw your retirementplans off and track solutions that can help you protect what you have earned

· Plot your journey to retirement into doablesteps so it’s manageable

· Understand how financial and physical health maybe intertwined

· Calculate retirement income needs and learn waysto generate that income to last through your entire retirement.

To reserve a spot: call us at 901.312.5074 or email us at lauren.goller@ampf.com

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.

Investment advisory productsand services are made available through Ameriprise Financial Services, LLC, aregistered

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rightsreserved.

5363534ACMR0123

Four Trending Investment Topics

CDT

Join this event online

Bud Milligan, MBA, CRPC®, Financial Advisor - GuidingPoint Financial Group

Lauren Goller, Marketing Specialist, GuidingPoint Financial Group

It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including:
  • Cryptocurrency
  • Meme stock
  • Real estate
  • Commodities
For more information: call us at 901.312.5074 or email us at lauren.goller@ampf.com
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.

Confident - A Women's Event

CDT

Great Hall of Germantown, 1900 S Germantown Pkwy, Germantown, TN 38138

GuidingPoint Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Eaton Vance and RiverSource Annuities

Join GuidingPoint Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, for a complimentary night of great food, good wine, and engaging speakers.

CONFIDENT – A WOMEN’S EVENT

SEATING IS LIMITED –RESERVE YOUR SPOT TODAY!

Our speakers for the engagement:

PJ Bonfilio –Senior Regional Vice President – East
Riversource Annuities
Presenting: The Financially Confident Woman

Kristen Grant - VicePresident
Eaton Vance / Calvert Research and Management
Presenting: Navigating a Woman’s World - Gender Lens Investing: Harnessing the Power of Women for Women

Julie W. Terry– Private Wealth Advisor and CEO
GuidingPoint Financial Group
Presenting: Estate Planning for Women

Marisa Simonetti– Financial Advisor
GuidingPoint Financial Group
Presenting: Knowledge is Power – Financial Strategies for Women

Angela Williams -- Client Service Specialist
GuidingPoint Financial Group
Leading us through a wine tasting
Trending Wines that Won’t Break Your Pocketbook

To reserve a spot: call us at 901.312.5074 or email us at lauren.goller@ampf.com

VARIABLE ANNUITIES

NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY•NOT BANK, CREDIT UNION OR SAVINGS & LOAN GUARANTEED • MAY LOSE VALUE

These are informational seminars. There is no cost or obligation. Riversource Annuities and their representatives are affiliated with Ameriprise Financial. Variable annuities are insurance products that are complex, long-term investment vehicles and are subject to risk, including the potential loss of principal. Before you purchase, be sure to ask your financial advisor about the annuity’s features, benefits and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. This information is authorized for use when preceded or accompanied by a current annuity prospectus. The prospectus contains detailed information regarding risks, fees, allocation option sand other information regarding the annuity. Read the prospectus carefully before purchasing the annuity.

RiverSource products are offered by affiliatesof Ameriprise Financial Services, LLC. Member FINRA and SIPC. CA license number#0684538. RiverSource Distributors, Inc. (Distributor), Member FINRA. Issued byRiverSource Life Insurance Company, Minneapolis, Minnesota, and in New Yorkonly, by RiverSource Life Insurance Co. of New York, Albany, New York.Affiliated with Ameriprise Financial Services, LLC.

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 ofprincipal and fluctuation in value.

Eaton Vance and their associates are not affiliated with Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment advisor. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2023 Ameriprise Financial, Inc. All rights reserved.

Raising Financially Aware Kids: Understanding the Value of a Dollar From Toddler to Teen

CDT

Join this event online

Scott Boughton, Vice President - American Century Investments

Lauren Goller, Marketing Specialist, GuidingPoint Financial Group

Kids often rely on their parents or caregivers for information on how to manage money. This complimentary session will highlight some important money concepts that you share with your kids to help them better understand:

· Their values and money

· How they can earn money and experience

· Basic saving and investment strategies

· Responsible budgeting and borrowing practices

· The importance of giving back

For more information: call us at 901.312.5074 or email us at lauren.goller@ampf.com

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

American Century Investments and their representatives are not affiliated with Ameriprise Financial Services, LLC.

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.

Plan to give more

CDT

Join this event online

Tara Eisenbeis, CLTC®, Senior Regional Vice President - RiverSource Insurance

Lauren Goller, Marketing Specialist, GuidingPoint Financial Group

Join us for a special presentation:

Plan to give more.

• Control how your estate is distributed

• Give to loved ones or charities important to you

• Help reduce taxes and leave a larger legacy

For more information: call us at 901.312.5074 or email us at lauren.goller@ampf.com

This seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021-2022 Ameriprise Financial, Inc. All rights reserved.