Preparing for taxes in retirement Date: Wednesday, September 10, 2025 Time: 1:00 PM - 1:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: James M. Richardson, CFP®, ChFC®, APMATM, Private Wealth Advisor - Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Hosted By: Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: email us at richardsonprivatewealthadvisors.@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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 insured by the FDIC, NCUA or any federal agency, 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Wednesday, September 10, 2025 Time: 4:30 PM - 5:15 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: James M. Richardson, CFP, ChFC, APMA, Private Wealth Advisor - Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Hosted By: Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: email us at richardsonprivatewealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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 insured by the FDIC, NCUA or any federal agency, 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Caring for aging loved ones: What to consider Date: Wednesday, December 3, 2025 Time: 1:00 PM - 1:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: James M. Richardson, CFP®, ChFC®, APMATM, Private Wealth Advisor - Richardson Private Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Hosted By: Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. To reserve a spot: email us at richardsonprivatewealthadvisors.@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Caring for aging loved ones: What to consider Date: Wednesday, December 3, 2025 Time: 4:00 PM - 4:45 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: James M. Richardson, CFP, ChFC, APMA, Private Wealth Advisor - Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Hosted By: Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. To reserve a spot: email us at richardsonprivatewealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Credit, Debit & Banking (BEACN financial literacy) Date: Thursday, June 12, 2025 Time: 4:00 PM - 4:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: James M. Richardson, CFP, ChFC, APMA, Private Wealth Advisor - Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Hosted By: Richardson Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC You are invited to attend our educational event to discuss Financial Strategies to Help Build Wealth in The Black Community.Event Topics: Credit, Debit & BankingThis event is designed to be purely educational in nature and will review fundamental areas to help you feel more confident and competent discussing your financial situation. By the end of this presentation, you will be able to:Explain the differences between banks and credit unions. Identify the benefits of using banks or credit unions.Explain credit score calculations and how to improve/build your score. Describe the features of checking and savings accounts. This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.