Economic and Market Outlook Date: Tuesday, January 26, 2021 Time: 12:00 PM - 1:00 PM ONLINE EVENT URL: Presented By: Russell T. Price, CFA, Chief economist - Ameriprise Financial Hosted By: Raleigh Branch of Ameriprise Financial During this complimentary seminar, you’ll learn about: · Current conditions and the economic outlook · Market conditions · Investment implications For more information: email us at daphanie.doane@ampf.com Share Facebook LinkedIn Twitter Add to Calendar iCalendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2020 Ameriprise Financial, Inc. All rights reserved.
Funding College Education Date: Thursday, November 5, 2020 Time: 7:00 PM - 8:00 PM Location: Online Event, Raleigh, NC 27612 Presented By: Lindsey Ringenbach, Director of College Consulting - Advantage College Planning Hosted By: Inspired Capital, a private wealth advisory practice of Ameriprise Financial LLC Wondering how you can better prepare for college tuition costs? Join us as we welcome College Planning Consultant, Lindsey Ringenbach. Lindsey will be guiding us through the following key topics followed by a Q&A: • How financial aid works and what parents need to know to utilize scholarship opportunities • How to send your student to a private school for the same cost as a public school education • Why it's imperative to plan ahead in order to get the most from financial aid • Which assets are taken into consideration when the government calculates your "Expected Family Contribution"• How to choose colleges based on net price Lindsey Ringenbach is the Director of College Consulting at Advantage College Planning. She has worked in college admissions and college counseling for the past 17 years. This is an informational seminar. There is no cost or obligation. Advantage College Planning and their representatives are not affiliated with Ameriprise Financial.
Charitable Gifting Strategies: Unlocking the Tax Code Date: Tuesday, October 20, 2020 Time: 5:30 PM - 6:30 PM ONLINE EVENT URL: https://ampfadvisors.webex.com/mw3300/mywebex/default.do?nomenu=true&siteurl=ampfadvisors&service=6&rnd=0.10093887914329513&main_url=https%3a%2f%2fampfadvisors.webex.com%2fec3300%2feventcenter%2fevent Presented By: Adam Whitesell, Private Wealth Advisor, Managing Director - Ameriprise Financial Hosted By: Ameriprise Financial We will discuss an overview the tax law and multiple charitable giving strategies, including qualified charitable distributions. Click HERE to register This is an informational event.There is no obligation or cost. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP (with plaque design) in the U.S. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2020 Ameriprise Financial, Inc. All rights reserved. 3205185ACMR0820
US Election Guide Date: Thursday, October 15, 2020 Time: 5:30 PM - 6:30 PM ONLINE EVENT URL: https://ampfadvisors.webex.com/mw3300/mywebex/default.do?nomenu=true&siteurl=ampfadvisors&service=6&rnd=0.04770687322093203&main_url=https%3a%2f%2fampfadvisors.webex.com%2fec3300%2feventcenter%2fevent Presented By: David Joy, Chief Marketing Strategist - Ameriprise Financial Hosted By: Sean Flanigan, Branch Manager During this complimentary session, the presentation will cover: Historical Presidential Election CyclesElection Uncertainty and Market VolatilityThe Makeup of Congress Matters Investment products are not insured by the FDIC, are not deposits or obligations of or guaranteed by a financial institution, involve investment risks including possible loss of principal, and may fluctuate in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC. a registered investment advisor. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2020 Ameriprise Financial Inc. All rights reserved.
Student of the Market: Election Year Special Date: Wednesday, October 7, 2020 Time: 2:00 PM - 3:00 PM ONLINE EVENT URL: https://ampfconferencing.webex.com/ampfconferencing/onstage/g.php?MTID=e1b8ba7ce7015f8acffba15a48776fc6c Presented By: Geoff Sirhal, CIMA, NC/VA Market Team Leader - BlackRock Hosted By: Inspired Capital, a private wealth advisory practice of Ameriprise Financial Services, LLC
Education Planning and Funding Date: Thursday, October 1, 2020 Time: 5:00 PM - 6:00 PM ONLINE EVENT URL: https://ampfadvisors.webex.com/mw3300/mywebex/default.do?nomenu=true&siteurl=ampfadvisors&service=6&rnd=0.20883385716171754&main_url=https%3a%2f%2fampfadvisors.webex.com%2fec3300%2feventcenter%2fevent Presented By: Ken Davis, Regional Vice president - Columbia Threadneedle Investments Hosted By: Ameriprise Financial Click HERE to register Columbia Threadneedle Investments is an affiliate of Ameriprise Financial. Investors should carefully consider the investment objectives, risks, charges and expenses associated with the 529Savings Plan before investing. More information about a particular 529 Savings Plan is available in the issuer's official statement that may be obtained from the investor’s Ameriprise financial advisor. The official statement should be read carefully before investing. Clients contributing to a 529 Savings Plan offered by a state in which they are not a resident should consider, before investing, whether their or their designated beneficiary(s), home state offers any state tax or other benefits only available for investments in such state's qualified tuition program. The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10% federal tax penalty, and the possibility of a recapture of any state tax deductions or credits taken. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2020 Ameriprise Financial, Inc. All rights reserved.