Upcoming events

From SIMPLE to Sophisticated: Small Business Retirement Plans

  • Shashin Vora, Financial Advisor - Pahal, Vora and Associates
  • Pahal, Vora and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Businesses grow and change. Your retirement plan needs to be flexible. During this complimentary seminar, we’ll cover these topics:

  • Employer-sponsored plans, including IRA-based and qualified retirement plans
  • Determining which plan may be right for you

For more information: call us at 904.571.1495 or email us at sonal.patel@ampf.com
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.

Past events

Venice: History, Creativity, and Innovations

  • Elaine Ruffolo, Art Historian - Advisory board Friends of Florence
  • Pahal, Vora and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Virtual Encounter Venice: History, Creativity, and Innovations Join us and art historian Elaine Ruffolo. Our presenter, Elaine Ruffolo, is a Renaissance art historian with a special interest in 15th-century patronage. She has lectured for Syracuse and Stanford Universities in Florence, and designed academic travel programs for the Smithsonian, the Clark, Telfair Museums, Atlanta High Museum, Yale Alumni, College of William and Mary and the Patrons of the Vatican Museums. Elaine is on the advisory board of the Friends of Florence and consults for CEO and YPO programs throughout Europe and recently began Art History Encounters, an online series of presentations bringing the art and culture of Italy to those at home. Elaine lives in Florence, Italy, and spends her time teaching and traveling throughout Europe.

There is no cost or obligation.

US Election Guide

  • Supal Vora, Private Wealth Advisor - Pahal, Vora and Associates
  • Pahal, Vora and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

This seminar will cover:

  • Historical Presidential Election Cycles
  • Election Uncertainty and Market Volatility
  • The Makeup of Congress Matters

There is no cost or obligation.

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Life Insurance Basics

  • Supal Vora, Private Wealth Advisor - Pahal, Vora and Associates
  • Pahal, Vora and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

With so many insurance options available, do you know what is your best option?

This seminar will educate you on the basics of life insurance so that you can make the proper choice for you and your family.

Click this live link to login to the WebEx slide presentation.

Meeting number: 130 599 4846 Password: Welcome

Thank you in advance for entering your name and email address to attend.

Ameriprise Financial Services LLC Member FINRA

Raising financially aware kids Understanding the value of a dollar from toddler to teen

  • Diane Gallagher, Vice President, Client Marketing and Value-Add Programs - American Century Investments®
  • Pahal, Vora and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

Kids often rely on their parents or caregivers for information on how to manage money. This complimentary seminar will highlight some important money concepts that you share with your kids to help them better understand:

· Their values and money

· How they can earn money and experience

· Basic saving and investment strategies

· Responsible budgeting and borrowing practices

· The importance of giving back

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

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.

2020 Market and Economic Perspectives - Bearing the Bear

  • Steve Staab, Vice President, Regional Director - Investment Management Division for Goldman Sachs
  • Pahal, Vora and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC

This is an informational event. There is no cost or obligation. Goldman Sachs and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not depositsor obligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation of value.