Events

Sending your child to college

Robert Taylor Briscoe, Financial Advisor - Ameriprise Financial Services, Inc.

Bennett C. Whitlock III, CRPC®, Private Wealth Advisor

During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.

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

Add Event
to Calendar

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

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

Daniel Cohen

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.

Add Event
to Calendar

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

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

Nate Morris, VP of Territory Sales, American Century Investments

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

Add Event
to Calendar

Baseball

Bennett C. Whitlock III, CRPC®, Private Wealth Advisor

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

Tim Buick, Calamos Investments

Add Event
to Calendar

Annual New Client Welcome Dinner

Bennett C. Whitlock III, CRPC®, Private Wealth Advisor

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

David Matheson, Regional Vice President, Invesco and Matt Forman, Regional Director, Virtus Investments

Add Event
to Calendar