Upcoming Events

Plan for the future. How an estate plan helps put you in control.

  • James M. Richardson, CFP® ChFC®, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, Private Wealth Advisor - Richardson Private Wealth Advisors
  • Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial, Inc.

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

To reserve a spot: or email us at bishana.shipp@ampf.com
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.

Sending your child to college

  • James M. Richardson, CFP® ChFC®, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, Private Wealth Advisor - Richardson Private Wealth Advisors
  • Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial, Inc.
During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.
To reserve a spot: or email us at bishana.shipp@ampf.com

Past Events

Please join us at AR Workshop

  • Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us in honor of Mother's Day and Father's Day. You and a parent or child are invited to join us for an evening of a sign making. We will also have light appetizers and wine to enjoy.

Please note: This event is most suitable for children over age 21 as we will be serving wine.

Seats are limited.

*Please consider bringing a friend, relative or business associate that may be interested in a complimentary initial consultation with Richardson Private Wealth Advisors.

To reserve a spot: call us at 919.874.0024 or email us at rebecca.l.tolbert@ampf.com

There is no cost or obligation.

*The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.