Smart Strategies for College Financing - Planning for your child's future Date: Tuesday, June 10, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: John-Peter (JP) Curcio, Financial Advisor - Iron Oaks Wealth Advisors Hosted By: Iron Oaks Wealth Advisors Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. To reserve a spot: call us at 404.995.8670 or email us at ironoakswealthadvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Women in Transition Series Part 5 Date: Wednesday, May 28, 2025 Time: 11:30 AM - 12:30 PM EDT Join this event online Presented By: Thu Saunders, CRPC© & Cherie Caldwell, Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC We will explore the challenges and opportunities that arise during significant life changes. Together, we will foster resilience, inspire personal growth, and celebrate the strength that emerges during these transformative times. There is no cost or obligation. Ameriprise Financial and the financial institution are not affiliated. Third parties and representatives mentioned are not affiliated with Ameriprise Financial. 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. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7701435ACMR0325
Iron Oaks' Grand Re-Opening Date: Wednesday, May 14, 2025 Time: 4:00 PM - 6:00 PM EDT Location: Iron Oaks Wealth Advisors' Office, 3475 Lenox Road NE, Suite 600, Atlanta, GA 30326 Hosted By: Iron Oaks Wealth Advisors Bring a friend along for this exciting opportunity to reconnect, enjoy refreshments, and celebrate with us as we unveil our expanded and beautifully renovated office space. There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC® 2025 Ameriprise Financial, Inc. All rights reserved. 7902129ACMR0425
Women in Transition Series Part 4 Date: Wednesday, May 14, 2025 Time: 11:30 AM - 12:30 PM EDT Join this event online Presented By: Thu Saunders, CRPC© & Cherie Caldwell, Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC We will focus on the journey of advancing within your current company, pursuing promotions, and fostering professional development. Together, we will celebrate our successes, discuss strategies for overcoming challenges, and empower each other to reach new heights in our careers. There is no cost or obligation. Ameriprise Financial and the financial institution are not affiliated. Third parties and representatives mentioned are not affiliated with Ameriprise Financial. 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. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7701435ACMR0325
Women in Transition Series Part 3 Date: Wednesday, May 7, 2025 Time: 11:30 AM - 12:30 PM EDT Join this event online Presented By: Thu Saunders, CRPC© & Cherie Caldwell, Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC We will explore the diverse experiences of marriage, motherhood, the challenges of the “sandwich” generation, and the journey of becoming an empty nester. Together, we will foster a since of community, provide support, and inspire one another as we embrace the joys and challenges of these significant life stages. This is an informational seminar. There is no cost or obligation. Third parties and representatives mentioned are not affiliated with Ameriprise Financial. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7701435ACMR0325
Iron Oaks Wealth Advisors Derby Party Date: Saturday, May 3, 2025 Time: 11:30 AM - 2:30 PM EDT Location: The Village in Dunwoody, 5521 Chamblee Dunwoody Rd, Dunwoody, GA 30338 Hosted By: Iron Oaks Wealth Advisors Get ready to grab your best hat, sip on a mint julep, and bring a friend to cheer on the most exciting two minutes in sports! Dress code: Derby chic – think big hats and bold colors! Come for the horses, stay for the fun. Let us know if you can make it by April 30th. There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.