The Power of Investing to Change the World Date: Tuesday, September 19, 2023 Time: 6:00 PM - 8:00 PM CDT Location: Immaculate Heart of Mary Church , 818 North Jackson Street, Houston, MS 38851 Presented By: Greg Gunter, Regional Director - Eventide Investments Hosted By: Carrie-Beth M. Randall, Private Wealth Advisor and Eddie McNeal, Private Wealth Advisor Sponsored By: Wellspire Financial Group and Eventide Investments During this complimentary session, we’ll discuss: · Positive world change through investors · Using power we have as investors to shape the world This is an informational seminar. There is no cost or obligation. Eventide 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial, Inc. All rights reserved.
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 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.