Upcoming Events

Ruth's Chris Bring a Friend Event

  • Erin Scannell, Ryan Hurley, Mark Lalich - Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc
  • Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

We would like you to join us for an exclusive event and an informational presentation of ‘Investing for the life you’ve earned—today and tomorrow' at Ruth’s Chris Steak House - Seattle on Tuesday, July 16th, 2019 at 6:00PM.

Please consider how we could help someone you know who might benefit from this information and invite them to join us for this special event.

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

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.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

2406081ACMR0219

Erin Scannell CA License # 0D20013

Financial Bootcamp for Kids - July 19th - Elementary School Kids Session

  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor
  • Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.

For Elementary School kids (but we encourage kids as old as 14 to attend)

We don't teach kids enough about money in school, and young adults are sent into the world with little to no formal education in how to make smarter money decisions.

Join us and bring your kids for a discussion around important financial concepts that will not only help put them on a better trajectory, but leave them excited about making better financial decisions.

To reserve a spot: call us at 253.851.0717 , or email us at lori.aest@ampf.com or make your reservations online

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial,Inc. 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 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc., All rights reserved. 2592652ACMR0619

Financial Bootcamp for Kids - July 19th - Middle & High School Kids Session

  • Erin J Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor
  • Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.

For Middle & High School kids (but we encourage kids as young as 6 to attend)

We don't teach kids enough about money in school, and youngadults are sent into the world with little to no formal education in how tomake smarter money decisions.

Join us and bring your kids for a discussion around important financial conceptsthat will not only help put them on a better trajectory, but leave them excitedabout making better financial decisions.

To reserve a spot: call us at 253.851.0717 , or email us at lori.aest@ampf.com or make your reservations online

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. 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 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. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc., All rights reserved. 2592652ACMR0619

Past Events

Ruth's Chris Bring a Friend Event

  • Erin Scannell, Jeff Johnson, Steve Fox - Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
  • Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

We would like you to join us for an exclusive event and an informational presentation of ‘Investing for the life you’ve earned—today and tomorrow' at Ruth’s Chris Steak House - Bellevue on Monday, July 15th, 2019 at 6:00PM.

Please consider how we could help someone you know who might benefit from this information and invite them to join us for this special event.

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

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.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

2406081ACMR0219

Erin Scannell CA License # 0D20013

Jeff Johnson CA License #OG18011

Steve Fox CA License #OL77701