Your Retirement Roadmap: Building wealth and saving for the future Date: Wednesday, July 16, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: 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. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Wednesday, August 13, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: 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. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Common Types of Fraud: How to protect yourself and your loved ones Date: Wednesday, August 27, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: 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. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Five things to know about Medicare Date: Wednesday, September 10, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Giving with a purpose Date: Wednesday, September 24, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: 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. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Navigating your Social Security benefits Date: Wednesday, October 1, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Taking control of your workplace retirement benefits Date: Wednesday, November 12, 2025 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, December 3, 2025 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, July 2, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: 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. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Building financial certainty with help from insurance (BEACN financial literacy) Date: Wednesday, June 18, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Eric Johnson, BFA, CLTC, CMFA, Eric Johnson, BFA, CLTC, CMFA - Ameriprise Financial Hosted By: GuidingPoint Financial Group Insurance can do more than just protect loved ones. The Black Empowerment Advisor Community Network of Ameriprise created the "Building financial certainly with help from insurance" seminar to help empower individuals to financially protect income, accumulate wealth, protect assets and leave a legacy. Join us to learn about: - the different kinds of insurance- how having the right knowledge can help you make sound financial decisions- things to consider- how to take actionInsurance can be more accessible than you think. Attend this free educational seminar to learn how insurance can be an investment in your financial future to help cover both needs and wants. FIXED/VARIABLELIFE, DISABILITY, LONG-TERM CARE INSURANCENOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY• NOT BANK, CREDITUNION OR SAVINGS & LOAN GUARANTEED • VARIABLE LIFE INSURANCE MAY LOSE VALUEThis seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. There is no cost or obligation.Ameriprise Financial, Inc. and it’s 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.Securities offered by Ameriprise Financial Services, LLC Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.