Upcoming events

Health, wealth and a confident retirement

  • James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors
  • Richardson Private Wealth Advisors

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

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

Put your compensation to work. Taking control of your saving and investing plan.

  • James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors
  • Richardson Private Wealth Advisors

In today’s labor market, you need to know how to make the most of the compensation you receive from your employer. In this seminar, you’ll learn ways to:

  • Uncover “hidden” compensation opportunities you may not know about.
  • Take full advantage of every employee benefit available to you.
  • Manage your income more effectively so you can find more dollars to invest in your dreams.
To reserve a spot: email us at bishana.shipp@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.

Planning for the future: An approach for the whole family

  • James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors
  • Richardson Private Wealth Advisors

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones
To reserve a spot: email us at bishana.shipp@ampf.com