Client Appreciation Event Date: Thursday, June 22, 2023 Time: 6:00 PM - 8:00 PM CDT Location: Dodson Farms in Starkville, 684 Mount Olive Road, Starkville, MS 39759 Presented By: Carrie-Beth M. Randall, CFP®, CDFA®, CKA®, Private Wealth Advisor - Wellspire Financial Group Hosted By: Wellspire Financial Group With gratitude for our ongoing client relationships and celebrating Eddie McNeal for his 34 years of service and Carrie-Beth Randall for her 20 years of service with Ameriprise Financial To reserve a spot: call us at 662.323.8318 or email us at laura.daniels@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar There is no cost or obligation. HINES Real Estate is not affiliated with Ameriprise Financial.Columbia Threadneedle, RiverSource Life Insurance, and their representatives are affiliated with Ameriprise Financial.Ameriprise Financial Services, LLC. All rights reserved. ©2023 Ameriprise Financial, Inc All rights reserved. 5650166ACMR0523
College resources and paying for college Date: Tuesday, May 23, 2023 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Carrie-Beth M. Randall, CFP®, CDFA®, CKA®, Private Wealth Advisor - Wellspire Financial Group Hosted By: Wellspire Financial Group During this complimentary session you'll learn more about:College savings plansThe financial aid process and how to applyLoan and repayment optionsHow your student's college and major selection can play into their financial 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.
The Tax Times Have Changed Date: Tuesday, April 25, 2023 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Jim Bergeron, J.D., Managing Director - Nuveen Investments Hosted By: Wellspire Financial Group The Tax Times Have Changed: Strategies for today’s tax, economic, and financial market landscape. During this complimentary session, you’ll learn: · How to strategize and implement effective tax strategies · How to leverage the market in your favor · The most trustworthy vehicles for this new tax climate This is an informational seminar. There is no cost or obligation. This seminar is sponsored by Nuveen. Nuveen and their representatives are not affiliated with Ameriprise Financial. 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. Ameriprise Financial, Inc. and its affiliates do not offertax or legal advice. Consumers should consult with their tax advisor or attorneyregarding their specific situation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
The Hidden Costs of Aging Date: Tuesday, March 21, 2023 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Allen Kuhn, AIF®, RMA®, Vice President - Senior Advisor Consultant - Franklin Templeton Hosted By: Carrie-Beth M. Randall, CFP®, CDFA®, CKA®, Associate Financial Advisor and Eddie McNeal, CFP®, CKA®,CRPC®, Private Wealth Advisor Sponsored By: Wellspire Financial Group The Hidden Costs of Aging – The Important Conversations You Need to Have About Care and Housing Expenses During this complimentary session, you’ll learn: · How care and housing situations change with age · Choices and important considerations you may face at different stagesFormulating your own plan This is an informational seminar. There is no cost or obligation. Franklin Templeton and its representatives are not affiliated with Ameriprise Financial. 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.
Timeless Truths for Investing Date: Tuesday, January 31, 2023 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Greg Gunter, Regional Director - Eventide Asset Management Hosted By: Carrie-Beth M. Randall, CFP®, CDFA®, CKA®, Associate Financial Advisor and Eddie McNeal, CFP®, CKA®,CRPC®, Private Wealth Advisor Sponsored By: Wellspire Financial Group Decisions based upon uncertainty and fear can often disrupt our long-term financial goals. During this complimentary session, we’ll explore five timeless principles that you can employ based on the collected historic wisdom of nearly 150 years of investing, including: · How to stay calm during periods of volatility · How to implement a system that forces us to buy low · Why it is important to invest in business, not stocks This is an informational seminar. There is no cost or obligation. Eventide Asset Management and its representatives are not affiliated with Ameriprise Financial. 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.
Retirement Challenges & Opportunities Date: Tuesday, January 10, 2023 Time: 5:30 PM - 7:00 PM CST Location: Harvey's Starkville, 406 Highway 12 E, Starkville, MS 39759 Presented By: Gerrilee Hartmen and Kent Harrison, CIMA®, Regional Vice President and Senior Regional Advisor Consultant - RiverSource Annuities and Columbia Threadneedle Investments Hosted By: Carrie-Beth M. Randall, CFP®, CDFA®, CKA® and Eddie McNeal, CFP®, CRPC®, CKA® Sponsored By: Wellspire Financial Group, RiverSource Annuities and Columbia Threadneedle Investments Retirement Challenges & Opportunities This is an informational event. There is no cost or obligation. Columbia Threadneedle and their representatives are affiliated with Ameriprise Financial.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. Variable annuities are insurance products that are complex long-term investment vehicles that are subject to market risk, including the potential loss of principal invested. Before you invest, be sure to ask your financial professional about the variable annuity’s features, benefits, risks and fees, and whether the variable annuity is appropriate for you, based on your financial situation and objectives. Structured annuities are insurance products that are complex, long-term investment vehicles and are subject to risk, including the potential loss of principal. This information is authorized for use when preceded or accompanied by a current annuity prospectus. The prospectus contains detailed information regarding risks, fees, allocation options and other information regarding the annuity. Read the prospectus carefully before you purchase the annuity. RiverSource products are offered by affiliates of Ameriprise Financial Services, LLC. Member FINRA and SIPC. CA license number #0684538. RiverSource Distributors, Inc. (Distributor), Member FINRA. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. RiverSource does not provide investment advice. Ameriprise Financial Services, LLC. All rights reserved. © 2022 Ameriprise Financial, Inc. All rights reserved 5335387ACMR1222