Upcoming events

Creating your retirement paycheck: Strategies to help you live the life you’ve earned

  • r7tDPAYP@37
    • Join this event online
  • James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors
  • Richardson Private Wealth Advisors

Do you ever wonder how much income you'll need in retirement and where it will come from? During this complimentary seminar, you’ll learn how to:

  • Determine how much income you’ll need in retirement
  • Identify income sources that you can combine to create your "retirement paycheck"
  • Help make your savings last
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.

Sending your child to college

  • EDT
  • V2mGPRZh@23
    • Join this event online
  • James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors
  • Richardson Private Wealth Advisors

Invest in your child's future without sacrificing yours. 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: email us at bishana.shipp@ampf.com

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

  • EDT
  • NYrezMw9?65
    • Join this event online
  • James M. Richardson, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner - Richardson Private Wealth Advisors
  • Richardson Private Wealth Advisors

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: 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.