Upcoming events

How an estate plan puts you in control

CDT

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

GuidingPoint Financial Group

Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started.
For more information: 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.

© 2024 Ameriprise Financial, Inc. All rights reserved.

A guide to teaching financial responsibility

CDT

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

GuidingPoint Financial Group

By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:
  • Why it's important to raise financially responsible children
  • Financial basics to share with your children during key ages
  • How the examples you set and the habits your children create have lasting implications on the entire family
For more information: call us at 901.312.5060

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.

Planning for the future: An approach for your whole family

CDT

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

GuidingPoint Financial Group

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:
- Help you consider what leaving a legacy means
- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
- Highlight how an advisor can help you work through important financial issues with your family and loves ones
For more information: 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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Why a Roth IRA, why Now? Valuable tips to help you reach your goals

CDT

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

GuidingPoint Financial Group

Roth IRAs can be used to help generate income in retirement by investing after-tax dollars. During this presentation we’ll provide an overview of the Roth IRA and discuss some of the nuances and tax benefits available through this retirement vehicle.
For more information: call us at 901.312.5060
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Retiring on your terms

CDT

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

GuidingPoint Financial Group

Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:
- Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
- Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
- Create a meaningful legacy today — and for when you're gone.
For more information: 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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Put Your Paycheck to Work.

CDT

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

GuidingPoint Financial Group

Learn how to make the most of your paycheck. In this session, you’ll learn ways to uncover “hidden” compensation opportunities you may not know about and take full advantage of employee benefits available to you. We’ll also discuss how to manage your income more effectively so you can find more dollars to help you achieve your financial goals.
For more information: 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.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Caring for aging loved ones: What to consider

CDT

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

GuidingPoint Financial Group

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
For more information: 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.

Preparing for taxes in retirement

CDT

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

GuidingPoint Financial Group

During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement.
For more information: 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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Balancing life today and dreams for tomorrow

CDT

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

GuidingPoint Financial Group

Are you able to live well today and still save for tomorrow? During this complimentary session, you’ll learn ways to balance smart decisions about today with planning for tomorrow. Learn how to plot your journey to retirement into doable steps so it’s manageable, while creating a meaningful legacy today.
For more information: call us at 901.521.5060

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

Taking control of your workplace retirement benefits

CDT

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

GuidingPoint Financial Group

During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation.
For more information: 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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.

Five things to know about Medicare

CDT

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

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.

    For more information: 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.
    © 2024 Ameriprise Financial, Inc. All rights reserved.

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

    CDT

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

    GuidingPoint Financial Group

    Retirement isn't just about spending your savings. During this complimentary session, you’ll learn how to determine how much income you’ll need in retirement; identify income sources that you can combine to create your retirement income; and how to help make your savings last.
    For more information: 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.
    Ameriprise Financial Services, LLC. Member FINRA and SIPC.
    © 2023 Ameriprise Financial, Inc. All rights reserved.

    Divorce: Find your independence

    CST

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

    GuidingPoint Financial Group

    Life is full of difficult choices, especially during or after a divorce. This session will help you navigate this period in your life by providing an overview of your options, and how the decisions you make can impact your financial wellness. We’ll discuss ways to help increase your financial confidence, so you can advocate for your yourself and move forward with a sense of control, strength and purpose.
    For more information: 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.
    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.
    Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
    © 2023 Ameriprise Financial, Inc. All rights reserved.

    Getting to know the basics: Understanding your finances

    CST

    Join this event online

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

    GuidingPoint Financial Group

    During this complimentary session, we’ll discuss the essentials of budgeting, managing debt and credit, investing and saving. We’ll also provide actionable tips that can help you develop good financial habits for the future.
    For more information: 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.
    © 2023 Ameriprise Financial, Inc. All rights reserved.

    Past events

    Investing for the life you've earned - today and tomorrow

    CDT

    Join this event online

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

    GuidingPoint Financial Group

    During this complimentary session, you’ll learn about the seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable. We’ll discuss common risks that can throw your financial goals and retirement plans off track, and how to break financial planning into manageable and actionable steps. 
    For more information: 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.