Upcoming events

Plan for the Future. Maximizing Your Social Security Benefits.

  • Kymberlie Reed, Financial Advisor - Small and Associates Financial, A Private Wealth Advisory Practice of Ameriprise Financial Services
  • Kymberlie Reed, Financial Advisor
  • Small and Associates Financial

Will Social Security provide the retirement income you need for live? This complimentary seminar will explain:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.
To reserve a spot: call us at 501.975.7968 or email us at andrea.x.ray@ampf.com

The SECURE Act: 5 Key Considerations

  • Chris McKeown, Financial Advisor - Small and Associates Financial, Private Wealth Advisory Practice of Ameriprise Financial Services
  • Chris McKeown, Financial Advisor
  • Small and Associates Financial

Learn how the SECURE Act - Setting Every Community Up for Retirement Enhancement - enacts significant changes to the nation's retirement system. Today's sessio will focus on five key considerations of the SECURE Act and how this law may affect your financial plan. Some of the topics we will cover include:

  • The new age requirements for RMDs
  • Distribution options for beneficiaries
  • Age limitations on traditional IRAs
  • Flexibility around 529 plans
  • Changes to rules around retirement distributions for births and adoptions
To reserve a spot: call us at 918.295.5895 or email us at britany.r.creek@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

  • Kymberlie Reed, Financial Advisor - Small and Associates Financial, A Private Wealth Advisory Practice of Ameriprise Financial Services
  • Kymberlie Reed, Financial Advisor
  • Small and Associates Financial

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: call us at 501.975.7968 or email us at andrea.x.ray@ampf.com

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

  • Ryan Bartholomew, Private Wealth Advisor - Small and Associates Financial, A Private Wealth Advisory Practice of Ameriprise Financial Services
  • Small & Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Ryan Bartholomew

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: call us at 501.975.7968 or email us at pamela.k.mcpherson@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.

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

  • Chris McKeown, Financial Advisor - Small and Associates Financial, A Private Wealth Advisory Practice of Ameriprise Financial Services
  • Small & Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, 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: call us at 501.975.7968 or email us at pamela.k.mcpherson@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.

Living well today and tomorrow

  • Joey Small, Private Wealth Advisor - Small and Associates Financial, A Private Wealth Advisory Practice of Ameriprise Financial Services
  • Small & Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Blackrock, John Hancock Funds, Goldman Sachs

Actionable strategies and an exploration of options for your portfolio

During this complimentary seminar, you'll learn actionable strategies that can help you:

  • Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.
  • Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.
  • Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.
  • Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order.

To reserve a spot: call us at 501.975.7968 or email us at pamela.k.mcpherson@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.Before you purchase, be sure to ask your advisor about the life insurance policy’s features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives.

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.

A Guide to Teaching Financial Responsibility

  • Chris McKeown, Financial Advisor - Small & Associates Financial, A Private Wealth Advisory Practice of Ameriprise Financial Services
  • Small & Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • JP Morgan, Columbia Threadneedle, Invesco, Delaware Funds

In this complimentary session we'll discuss:

  • Why it's important to raise financially responsible children.
  • Financial basics to share with your children during key ages.
  • How the examples you set and the habits your children create have lasting implication on the entire family.
To reserve a spot: call us at 918.295.5895 or email us at pamela.k.mcpherson@ampf.com

A Guide to Teaching Financial Responsibility

  • Joey Small , Private Wealth Advisor - Small & Associates Financial, A private wealth advisory practice of Ameriprise Financial Services
  • Small & Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • MFS, American Century, Eaton Vance

In this complimentary session we'll discuss:

  • Why it's important to raise financially responsible children.
  • Financial basics to share with your children during key ages.
  • How the examples you set and the habits your children create have lasting implications on the entire family.
To reserve a spot: call us at 501.975.7968 or email us at pamela.k.mcpherson@ampf.com