Retiring on your Terms Date: Wednesday, February 1, 2023 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Bo Carroll, CRPC®, BFA™, Financial Advisor - GuidingPoint Financial Group Hosted By: 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 RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, February 15, 2023 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Patrick Caine, Sr. Wealth Management Specialist - Putnam Investments Hosted By: 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 RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation.
Knowledge is power - financial strategies for women Date: Wednesday, March 1, 2023 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Marisa Simonetti, CRPC®, BFA™, Financial Advisor - GuidingPoint Financial Group Hosted By: 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 gapPlan for a longer lifespanManage multiple roles and responsibilities at home, work and in the communityApproach life changes and unexpected events For more information: call us at 901.312.5074 or email us at lauren.goller@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, March 15, 2023 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Jennifer Taboada, Vice President and Wealth Education Specialist - BlackRock Investments Hosted By: Lauren Goller, Marketing Specialist, GuidingPoint Financial Group For more information: call us at 901.312.5074 or email us at lauren.goller@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, April 5, 2023 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Bud Milligan, MBA, CRPC®, Financial Advisor - GuidingPoint Financial Group Hosted By: 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:CryptocurrencyMeme stockReal estateCommodities For more information: call us at 901.312.5074 or email us at lauren.goller@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, April 19, 2023 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Scott Boughton, Vice President - American Century Investments Hosted By: 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 RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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 Date: Wednesday, May 17, 2023 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Tara Eisenbeis, CLTC®, Senior Regional Vice President - RiverSource Insurance Hosted By: 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 RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar 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.