Upcoming events

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

CDT

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Eric Johnson, Financial Advisor - GuidingPoint Financial Group

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

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:
  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
For more information: call us at 901.312.5060 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.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Anatomy of a Recession

CDT

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Tom Hoyt, Senior Advisor Consultant - Franklin Templeton

GuidingPoint Financial Group

For more information: call us at 901.312.5060 or email us at lauren.goller@ampf.com

There is no cost or obligation to attend. Franklin Templeton and its representatives are not affiliated with Ameriprise Financial.

Markets Update

CDT

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Bud Milligan, Financial Advisor - GuidingPoint Financial Group

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

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

For more information: call us at 901.312.5060 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.

The SECURE Act - Four Key Considerations

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Cody Becker, BFA™, CRPC®, Financial Advisor - GuidingPoint Financial Group

GuidingPoint Financial Group

Learn how the SECURE Act—Setting Every Community Up for Retirement Enhancement—enacts significant changes to the nation's retirement system. During this complimentary session, you'll learn about:
  • New age requirements for Required Minimum Distributions
  • The repeal of age limitations on traditional IRAs
  • Changes to 529 plans
  • Updates to rules on retirement plan catch-up contributions
For more information: call us at 901.312.5060 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.

The Price of Admission

CDT

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Donald Murphy Sr., Sr. Regional Director - Virtus Investments

GuidingPoint Financial Group

For more information: call us at 901.312.5060 or email us at lauren.goller@ampf.com

This is an informational seminar. There is no cost or obligation. Virtus Investments is not affiliated with Ameriprise Financial.

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.

Common types of fraud: How to protect yourselves and your loved ones

CDT

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

GuidingPoint Financial Group

During this complimentary session, we’ll talk about common types of fraud and scams, and help you:
  • Learn how to identify and avoid falling victim to a scam
  • Understand the resources available to you as an Ameriprise client
For more information: call us at 901.312.5060 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.

The ABCs of Education Savings

CDT

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Cam Cowden, CIMA®, CRPC®, VP, Senior Adivosr Consultant: Mid-South - Invesco

GuidingPoint Financial Group

For more information: call us at 901.312.5060 or email us at lauren.goller@ampf.com

This is an informational seminar. There is no cost or obligation. Invesco and their representatives are not affiliated with Ameriprise Financial.

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.

Divorce changes everything. Find your independence

CDT

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

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

During this complimentary session we will discuss ways for you to:
  • Feel more confident about how to approach the financial aspects of your divorce
  • Better understand the areas of your divorce you can control and leave with ideas for how to assert that control

For more information: call us at 901.312.5060 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.

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.

Protecting your data: Aware and prepared

CDT

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Mark Dirks, Director - MFS Investment Management

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

For more information: call us at 901.312.5060 or email us at lauren.goller@ampf.com

This is an educational webinar. There is no cost or obligation. MFS Investment Management and their representatives are not affiliated with Ameriprise Financial.

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.

Past events

South Main Trolley Tour

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

Join us at this month's South Main Trolley Tour. The businesses, galleries, restaurants, and shops of South Main open their doors and welcome you during this eclectic open house event.

There is no cost or obligation to attend.