Past events

Join us for a shredding event

CDT

Kindred Wealth, 581 Merchant Drive, Norman, OK 73069

Mark Woody, CFP®, CLU®, ChFC®, APMA™, CASL® & Adam Carson, CFP®, APMA™

Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Join us for a free shredding event. A professional shredding company will be on site to safely and securely shred your documents.

Big Questions for a Better Retirement

CDT

Seminar1!

Join this event online

Eric Magyar, Defined Contribution Specialist, Janus Henderson

Mark Woody, Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

As investors near retirement, readiness planning can seem daunting. It’s important to ask the right questions to make sound decisions. This presentation is designed answer common questions and help investors begin building a solid foundation for retirement readiness.

Spring Clean your Finances

CDT

2486 497 7291

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Janet Koh, Director, Advisor Advancement Institute, New York Life

Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

  • Organizing different forms/statements
  • Budgeting, cash management tools
  • Retirement (contributions, asset allocation, education, etc.)

This is an informational seminar. There is no cost or obligation.

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.

AmeripriseFinancial, Inc. and its affiliates do not provide tax or legal advice. Consultyour tax advisor or attorney regarding specific tax issues.

New York LifeInvestments/MainStay and its representative are not affiliated with AmeripriseFinancial, Inc.

AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123

AI Revolution

CST

2497 896 8391

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Linda Duessel, Senior VP, Senior Equity Strategist, Federated Hermes

Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by, and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

This is an informational seminar. There is no cost or obligation.

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.

Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

Retain Your Brain: How to Age-Proof Your Most Valuable Asset

CST

2487 686 0124

Join this event online

Brian Briggs, Managing Director, Applied Insights, Hartford Funds

Kindred Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research point us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

  • Your age vs. your brain’s age
  • The importance of brain health
  • How to age-proof your brain

This is an informational seminar. There is no cost or obligation. 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. Hartford Funds and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.6061571ACMR1123