Upcoming events

Capital Markets Outlook and Opportunities

  • Nicole Stiles, Regional Advisor Consultant - Columbia Threadneedle
  • Sean Flanigan

The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we’ll explore today’s financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economy along with thoughts on building an investment portfolio for today and tomorrow.

Register here

For more information: or email us at daphanie.doane@ampf.com

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

This seminar is sponsored by Columbia Management Investment Advisers, LLC. This is an informational seminar. There is no cost or obligation.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and

involveinvestment risks including possible loss of principal and fluctuation in value.

ColumbiaThreadneedle and Ameriprise Financial Services, LLC. are affiliated.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. Allrights reserved. 3161126ACMR0720

Past events

The Power of Feeling Your Best!

  • Chris Johnson, Founder and CEO - On Target Living
  • Ameriprise Financial
  • Putnam Investments

Exercise, healthier eating habits and a good night’s rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

Your guide to balance, energy, and vitality

REST, EAT, and MOVE to help feel your best

Tools and strategies for immediate action

Register Here

There is no cost or obligation Putnam Investments ands its representatives are not affiliated with Ameriprise Financial

AmeripriseFinancial Services, LLC, Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc.All rights reserved.

Preparing for Retirement Social Security

  • Karen Ireland, Business Development Consultant - MFS Investment Management
  • Chris Bryant, Branch Manager

Please join Chris Bryant, Branch Manager with Ameriprise Financial

Presented by Karen Ireland, Business Development Consultant with MFS Investment Management

The presentation will focus on these areas:

· How retirement benefits are calculated

· Benefits for married couples and divorcees

· Advanced claiming strategies for married couples

· Taxes and your retirement plan

Register Here

MFS Investment Management and its representatives are not affiliated with 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.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.

Your Retirement - Your Way

  • Dylana Hopler, CFP®, CRPC®, Complex Director - Ameriprise Financial Services, LLC
  • Inspired Capital, a private wealth advisory practice of Ameriprise Financial, LLC

Succession planning concepts to preserve the value of your practice

As an advisor, you advise clients to plan for their future—it’s never too early to start preparing for your own. Succession planning can be a critical part of helping you preserve your practice and the equity you have built in your business.

During this presentation you will learn about:

• The importance of succession planning

• Overview of valuation methods

There is no cost or obligation.

Advanced College Savings Concepts

  • Brian Parker, 529 Southeast Sales Director - John Hancock Investment Management
  • Inspired Capital, a private wealth advisory practice of Ameriprise Financial Services LLC

The presentation will focus on these topics:

  • 529 plan overview
  • Financial aid
  • Estate planning
  • 529 features and benefits

John Hancock and its representatives are not affiliated with 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.

Why a Roth IRA? Why Now?

  • Russ Emrath, CFP®, CRPC®, APMA®, MBA, Private Wealth Advisor - Inspired Capital
  • Inspired Captial, a private wealth advisory practice of Ameriprise Financial Services, Inc.

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
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, 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.