Upcoming Events

Market Intelligence, The Latest Thinking From Our Asset Management Network

  • Daniel Cohen, Senior Vice President - John Hancock
  • Bennett C. Whitlock III, CRPC®, Private Wealth Advisor
  • Daniel Cohen

The presentation will focus on these areas:

  • U.S. equities: Improving fundamentals
  • International equities: Encouraging signs
  • Fixed income: Select opportunities

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

To reserve a spot: call us at 703.492.7732 , or email us at tamara.l.kramer@ampf.com or make your reservations online

John Hancock and its representatives are not affiliated with Ameriprise Financial.

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.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investments strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing, as they can lose value.

There are risks associated with fixed income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations, and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Social Security And Your Retirement

  • Al Chingren, VP of Personal Finance and Retirement Solutions - American Century Investments
  • Bennett C. Whitlock III, CRPC®, Private Wealth Advisor
  • Nate Morris, VP of Territory Sales, American Century Investments

During this complimentary seminar, you’ll learn:

  • The basics of Social Security
  • How Social Security works and how to calculate your benefits
  • Key factors to determine when to take Social Security to potentially maximize your benefits

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

To reserve a spot: call us at 703.492.7732 or email us at tamara.l.kramer@ampf.com

American Century Investments and its representatives are not affiliated with Ameriprise Financial.

Baseball

  • Bennett C. Whitlock III, CRPC®, Private Wealth Advisor
  • Tim Buick, Calamos Investments

Please join us for a day at the ballpark! We are going to have a great time watching the home team. We'll be serving up some of your favorite ballpark fare and watching the game from our reserved seats.

To reserve a spot: call us at 703.492.7732 , or email us at tamara.l.kramer@ampf.com or make your reservations online

Annual New Client Welcome Dinner

  • Bennett C. Whitlock III, CRPC®, Private Wealth Advisor
  • David Matheson, Regional Vice President, Invesco and Matt Forman, Regional Director, Virtus Investments

An annual dinner to welcome and greet new clients and their guests!

Guests will have an opportunity to meet the team as well as learn about the strength of Ameriprise and the many tools and benefits available to clients.

For more information: call us at 703.492.7732 or email us at tamara.l.kramer@ampf.com