Upcoming events

Retiring on your Terms

CST

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Bo Carroll, CRPC®, BFA™, Financial Advisor - GuidingPoint Financial Group

Lauren Goller, Marketing Specialist - GuidingPoint Financial Group

Will you be able to keep your lifestyle in retirement? During this complimentary seminar, you'll learn ways to:
  • Help make your retirement dreams and goals a reality.
  • Prioritize your retirement saving and spending plans to address what is most important to you.
  • Identify risks that could throw your retirement plans off track.
  • Create a meaningful legacy today — and for when you’re gone
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.

Tax Strategies for the Current Landscape

CST

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Patrick Caine, Sr. Wealth Management Specialist - Putnam Investments

Lauren Goller, Marketing Specialist at GuidingPoint Financial Group

During this complimentary session, we’ll discuss:

· Understanding the current tax landscape

· Planning considerations and strategies

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.

Knowledge is power - financial strategies for women

CST

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Marisa Simonetti, CRPC®, BFA™, Financial Advisor - GuidingPoint Financial Group

Lauren Goller, Marketing Specialist, GuidingPoint Financial Group

During this complimentary session, we'll discuss four areas that can impact women's financial lives and offer some strategies to help:
  • Address the income gap
  • Plan for a longer lifespan
  • Manage multiple roles and responsibilities at home, work and in the community
  • Approach life changes and unexpected events
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.

Women, wealth, and well-being

CDT

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Jennifer Taboada, Vice President and Wealth Education Specialist - BlackRock Investments

Lauren Goller, Marketing Specialist, GuidingPoint Financial Group

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.

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

Four Trending Investment Topics

CDT

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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.

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

CDT

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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

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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.