Upcoming events

Five things to know about Medicare

CDT

Join this event online

James Evans, CRPC™, Chief Executive Officer, Private Wealth Advisor - Gulf South Wealth Advisors

Gulf South Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary session we'll discuss:
  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
To reserve a spot: call us at 225.442.3800 or email us at tiffany.shelton@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.

Five things to know about Medicare

CDT

Join this event online

James Evans, CRPC™ , Chief Executive Officer, Private Wealth Advisor - Gulf South Wealth Advisors

Gulf South Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary session we'll discuss:
  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
To reserve a spot: call us at 225.442.3800 or email us at tiffany.shelton@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.

Past events

Behavioral Financial Advice - How Emotions, Psychology, & Values Affect Decisions

CDT

You must RSVP to receive access credentials for this event or seminar

Chuck Wachendorfer, Partner and President - Think2Perform

James Evans, CRPC, Private Wealth Advisor

Jacob Seif CFP® CIMA®, James Arizini, Kent Harrison, Eric Fenalson CFA

A behavioral finance seminar presented by Chuck Wachendorfer and hosted by Gulf South Wealth Advisor's James Evans.

This is an informational event. There is no cost or obligation. First Eagle Investments, Eventide Investments, and John Hancock Investment management and their representatives are not affiliated with Ameriprise Financial, Inc. Columbia Threadneedle is affiliated with Ameriprise Financial, Inc. Investment products are not federally or FDIC-insured, 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. ©2022 Ameriprise Financial, Inc. All rights reserved.