Upcoming events

Family Love Letter

  • Andrew Senfield, CFP®, Advisor Consultant, Vice President - Neuberger Berman
  • Adam Matthew Goldstein, APMA®, Financial Advisor and Patrick R. Buchanan, CFP®, ChFC®, CLU®, Financial Advisor
  • Ameriprise Financial Services, LLC

The presentation will focus on these areas:

  • What is the "Family Love Letter"?
  • How did it get started?
  • Why is it important to you?
To reserve a spot: call us at 407.204.2518 or email us at Carolyn.M.Jones@ampf.com

Neuberger Berman and its representatives are not affiliated with Ameriprise Financial.

National Day of Service

  • Adam Goldstein - Financial Advisor & Patrick Buchanan, CFP ®, ChFC®, CLU® - Financial Advisor
  • Ameriprise Financial Services, Inc.

Come spend the day making a difference in our community. Please join us for the National Day of Service.

For more information: call us at 407.204.2518 or email us at carolyn.m.jones@ampf.com

Past events

Mixology & Trivia Happy Hour

  • Patrick R. Buchanan, CFP®, ChFC®, CLU®, APMA®, Financial Advisor and Adam Matthew Goldstein, APMA®, Financial Advisor
  • Ameriprise Financial Services, LLC

Join us for a fun evening of mixed cocktails and trivia! Accompany us on our virtual happy hour with our very own mixologist instructing and preparing 3 awesome cocktails combined with trivia in between drinks!

Cooking Class

  • Patrick Buchanan CFP®, ChFC®, CLU®, Financial Advisor and Adam Goldstein, Financial Advisor
  • Ameriprise Financial, LLC

Please join us for this celebration of the culinary arts! It will be a unique cooking experience. Bon Appétit!

Securing Your Retirement - Transforming Social Security Into a Winning Retirement Strategy

  • Colin McCarthy, Market Consultant - BlackRock Investment Management
  • Adam Goldstein, Financial Advisor and Patrick Buchanan, CFP®, ChFC®, CLU®, Financial Advisor
  • Ameriprise Financial Services, LLC

BlackRock Investment Management and its representatives are not affiliated with Ameriprise Financial.

Virtual Health and Wellness Discussion - The Power of Feeling Your BEST

  • Chris Johnson, Founder & CEO - On Target Living
  • Adam Goldstein, Financial Advisor and Patrick Buchanan, Financial Advisor
  • Ameriprise Financial Services, LLC

Exercise, healthier eating habits and a good night’s rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:

Your guide to balance, energy, and vitality

REST,EAT, and MOVE to help feel your best

Tools and strategies for immediate action

There is no cost or obligation. Putnam Investments ands its representatives are not affiliated with Ameriprise Financial

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Learn more about the Secure Site on Ameriprise.com

  • Dylana Hopler, Complex Director - Ameriprise Financial Services, LLC
  • Adam Goldstein, Financial Advisor and Patrick Buchanan, CFP®, ChFC®, CLU®, Financial Advisor - Private Wealth Management at Heathrow, A financial advisory practice of Ameriprise Financial Services, LL
  • Ameriprise financial Services, LLC

Learn more about the following:

  • Get on the go access
  • Message Center
  • Statements & Documents
  • Total View
  • Using e-Signature
  • Personalize your Accounts

This is an informational event. There is no cost or obligation. Ameriprise Financial Services, LLC., Member FINRA and SIPC. 2020 Ameriprise Financial, LLC., All rights reserved.