Upcoming Events

Retiring on Your Terms

  • Ryan Bartholomew, Financial Advisor - Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services,
  • Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Fidelity, Eaton Vance

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

  • Help make your retirement dreams and goals a reality.
  • Prioritize your retirement saving and spending plans to address what is most important to you.
  • Create a meaningful legacy today — and for when you’re gone
To reserve a spot: call us at 501.975.7968 , or email us at pamela.k.mcpherson@ampf.com or make your reservations online

Balancing life today and dreams for tomorrow

  • Joey Small, Private Wealth Advisor - Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services,
  • Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Fidelity, PGIM

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

  • Balance smart decisions about today with planning for tomorrow.
  • Plot your journey to retirement into doable steps so it’s manageable.
  • Maintain financial balance by being prepared for risks and unexpected events.
  • Create a meaningful legacy today.

To reserve a spot: call us at 501.975.7968 , or email us at pamela.k.mcpherson@ampf.com or make your reservations online
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Financial basics

  • Christopher McKeown, Financial Advisor - Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services,
  • Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Goldman Sachs

Join Ameriprise Financial Services, Inc. for a special presentation on Financial Basics. During this complimentary session, you'll learn more about:

  • The importance of goal setting and financial planning
  • The basics of budgeting, managing debt and credit, investing and saving
  • Good habits for the future
To reserve a spot: call us at 501.975.7968 , or email us at pamela.k.mcpherson@ampf.com or make your reservations online
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Investing for the life you deserve - today and tomorrow

  • Christopher McKeown, Financial Advisor - Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services,
  • Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • John Hancock Funds, JPMorgan

During this complimentary seminar, you’ll learn:

  • 7 essential components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break planning into manageable and actionable steps
To reserve a spot: call us at 501.975.7968 , or email us at pamela.k.mcpherson@ampf.com or make your reservations online
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.

Investing for the life you deserve - today and tomorrow

  • Joey Small, Private Wealth Advisor - Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services
  • Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services
  • Blackrock, John Hancock Funds, Oppenheimer, Columbia Threadneedle, Janus, Delaware

During this complimentary seminar, you’ll learn:

  • 7 essential components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break planning into manageable and actionable steps
To reserve a spot: call us at 501.975.7968 , or email us at pamela.k.mcpherson@ampf.com or make your reservations online
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.

Past Events

Plan for the Future. Maximizing Your Social Security Benefits.

  • Joseph A Small, Private Wealth Advisor - Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services,
  • Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.

This complimentary seminar will explain what you need to know about:

  • 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 pamela.k.mcpherson@ampf.com

Plan for the Future. Maximizing Your Social Security Benefits.

  • Christopher McKeown, Financial Advisor - Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services,
  • Small and Associates Financial, A private wealth advisory practice of Ameriprise Financial Services, Inc.

This complimentary seminar will explain what you need to know about:

  • 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 918.231.8511 or email us at britany.r.creek@ampf.com