Past events

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.

Empower the Female Investor

  • Candice Tse, VP, Senior Market Strategist - Goldman Sachs
  • Ameriprise Financial

During this complimentary seminar we will discuss the increasing power of women in the global economy, including:

•Financial planning challenges affecting women •How to build investment confidence
  • EMPOWERing the female investor

Click HERE to register

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

EMPOWER TM is a trademark of Goldman Sachs.

Goldman Sachs and its representatives are not affiliated with Ameriprise Financial.

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.

8,000 Days of Retirement

  • Ryan Sullivan , Managing Director - Hartford Funds
  • Ameriprise Financial

The presentation will focus on:

• Challengers and opportunities of longevity
• Consumer behavior and decision making
• Trends in demographics, technology, and lifestyles
• The future of retirement

Click HERE to Register

Hartford Funds and its representatives are not affiliatedwith Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

3217877ACMR0820