Client Appreciation Happy Hour - DTC Date: Thursday, September 12, 2024 Time: 4:30 PM - 6:30 PM MDT Location: Ruth's Chris DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for drinks and small plates. This is a client event, but we welcome guests you would like to introduce to us. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Client Appreciation Happy Hour - Lafayette Date: Thursday, September 19, 2024 Time: 4:30 PM - 6:30 PM MDT Location: Community Supper Club, 206 S Public Road, Lafayette, CO 80026 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for drinks and small plates. This is a client event, but we welcome guests you would like to introduce to us. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Fall Fun at Denver Botanic Gardens Date: Sunday, September 22, 2024 Time: 10:00 AM - 2:00 PM MDT Location: Green Farm Barn at Denver Botanic Gardens at Chatfield Farms, 8500 W Deer Creek Canyon Road, Littleton, CO 80128 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC This is an event filled with fall fun for all ages - including the corn maze - at the Denver Botanic Gardens intended for those prospects considering a financial advisor and clients who have people they would like to introduce to our firm. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Cocktails & Conversation Date: Thursday, September 26, 2024 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team the fourth Thursday of each month. Guests are welcome! To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Cocktails & Conversation Date: Thursday, October 24, 2024 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team the fourth Thursday of each month. Guests are welcome! To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Cocktails & Conversation Prospect Event Date: Thursday, August 22, 2024 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team the fourth Thursday of each month. Guests are welcome!
Cocktails & Conversation Date: Thursday, July 25, 2024 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team the fourth Thursday of each month. Guests are welcome!
Cocktails & Conversation Date: Thursday, June 27, 2024 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team the fourth Thursday of each month. Guests are welcome!
Paying for College: Financial Steps to Consider Date: Tuesday, June 18, 2024 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Joel Schwartz, CFP®, AMPA™ , Associate Financial Advisor - Ameriprise Financial Hosted By: Summit Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your 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.
Cocktails & Conversation Date: Thursday, May 23, 2024 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House Denver Tech Center, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team the fourth Thursday of each month. Guests are welcome!