Upcoming events

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

US Election Guide

  • David Joy, Vice President, Chief Market Strategist - Ameriprise Financial Services, LLC
  • Adam Goldstein, APMA®, Financial Advisor and Patrick Buchanan, CFP®, ChFC®, CLU®, APMA®, Financial Advisor
  • Ameriprise Financial Services, LLC

We are excited to invite you to an upcoming special virtual event. Please join us for a bipartisan presentation on the upcoming US Election.

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 of 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.

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?

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

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.