Volunteer with Milestone Partners Date: Friday, October 24, 2025 Time: 7:45 AM - 12:00 PM CDT Location: Minnie's Food Pantry, 671 18th Street, Plano, TX 75074 Hosted By: Milestone Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC You're invited to join Milestone Partners in preparing and distributing bags of food, stocking shelves, sorting donations, preparing boxes, and assisting at Minnie's Food Pantry as part of Ameriprise National Day of Service. To reserve a spot: call us at 214.613.5650 or email us at lwheat@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 THERE IS NO COST OR OBLIGATION TO ATTEND. AMERIPRISE FINANCIAL SERVICES, LLC. MEMBER FINRA AND SIPC. © 2025 AMERIPRISE FINANCIAL, INC. ALL RIGHTS RESERVED.
Let's Celebrate Date: Saturday, September 20, 2025 Time: 10:00 AM - 12:00 PM CDT Location: 7460 Warren Parkway, Suite 260, Frisco, TX 75034 Hosted By: Milestone Partners Milestone Partners is excited to celebrate two meaningful accomplishments – the start of our third year in our current office location and 25 years of dedicated service by Private Wealth Advisor Deborah Federick to our clients and community. GOLF SIMULATOR BREAKFAST TACOS FRIOS GOURMET POPS (11 AM TO 12 PM) ON-SITE SHREDDING TRUCK MINNIE’S FOOD PANTRY DRIVE We are participating in the Ameriprise National Day of Service by supporting hunger relief efforts in our community and are conducting a food drive to benefit Minnie’s Food Pantry. Please consider bringing any of the following items: Peanut-free snacks, kid-friendly snacks, peanut butter, canned meat, canned mixed vegetables, cereal, mashed potatoes, Hamburger Helper, spaghetti sauce or jelly (in plastic containers). For compliance reasons, we are unable to receive or hold any documents for shredding prior to our shred event. There is no cost or obligation to attend. We are not able to accept cash or check donations at this event.
Social Security: Options to help you maximize your benefits Date: Wednesday, April 23, 2025 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar. Presented By: Elaine Simmons, Partner - Social Security Informed in partnership with Fidelity Investments Hosted By: Milestone Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a session where we'll discuss social security essentials, benefits and options, strategies to consider, and next steps. Please register by clicking the join online option above. Once registered a meeting link will be sent to you. To join by phone dial: 612-351-0276, Passcode: 676919995# This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Fidelity and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7587608ACMR0225
Cyber Security Webinar Date: Wednesday, March 12, 2025 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar. Presented By: Bryan Doherty, Executive Vice President of Advice and Wealth Management Technology - Ameriprise Financial Hosted By: Milestone Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Learn about: Protecting your financial information in a digital world Potential threats and proactive prevention Artificial Intelligence Ameriprise’s foundation and commitment to security 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. Milestone Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.