Upcoming events

Economic and Market Outlook

  • Russell T. Price, CFA, Chief economist - Ameriprise Financial
  • 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

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.

Past events

Funding College Education

  • Lindsey Ringenbach, Director of College Consulting - Advantage College Planning
  • 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

  • Adam Whitesell, Private Wealth Advisor, Managing Director - Ameriprise Financial
  • 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

  • David Joy, Chief Marketing Strategist - Ameriprise Financial
  • Sean Flanigan, Branch Manager

During this complimentary session, the presentation will cover:

Historical Presidential Election Cycles

Election Uncertainty and Market Volatility
The 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.

Education Planning and Funding

  • Ken Davis, Regional Vice president - Columbia Threadneedle Investments
  • 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.