Upcoming events

Family Love Letter- How Every Family Can Prepare

  • Karen Drancik, Advisor Consultant - Neuberger Berman
  • Guidingpoint Financial Group, A private wealth advisory practice of Ameriprise Financial, LLC.

Establishing plans to provide a sound future for your loved ones is an important part of any well-rounded legacy plan. Creating a Family Love Letter can help you have sensitive conversations with your family about preserving, protecting, and transferring the legacy you will one day leave behind

For more information: call us at 901.312.5060 or email us at Britteney.Goodman@ampf.com

This is an informational seminar. There is no cost or obligation.

Past events

Managing Stress for Success

  • Chris Bonert, Advisor Consultant - Janus Henderson
  • Somnio Capital Solutions, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Janus Henderson and it's representatives is not affiliated with Ameriprise Financial Services, LLC.

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

  • Greg Mullaney, Colleen Abate, Jeff Burnett, Sarah Huelsman, Ameriprise Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

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.
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.

College resources: Paying for college

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate - Financial Advisor - Ameriprise Financial Services, Ameriprise Financial Advisor - Ameriprise Financial Advisor
  • Somnio Capital Solutions

During this complimentary session you'll learn more about

  • College savings plans
  • The financial aid process and how to apply
  • Loan and repayment options
  • How your student's college and major selection can play into their financial situation

Navigating your job transition

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

Being out of work can be very challenging, both financially and emotionally. Today's session will cover some important things to consider as you navigate through this transition period, including:

  • How to meet your basic expenses and manage debt while in between jobs
  • Understand what health insurance options are available
  • How to handle retirement accounts
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

  • Greg Mullaney, Jeff Burnett, Sarah Huelsman, Colleen Abate, Financial Advisor - Ameriprise Financial Services
  • Somnio Capital Solutions

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