Upcoming events

Annual Valentine's Day Women's Luncheon - A Lovely Day of Mahjong & Dim Sum

CST

Ling Wu Grove, 2625 Perseverance Dr, Austin, TX 78731

ArchPoint Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

The luncheon will feature an instructor-led-mah-jongg class led by Austin Mahjong Social. A curated selection of shared dim sum will be served to allow the class to flow seamlessly while enjoying the restaurants specialties.

For more information: email us at michelle.walters@ampf.com

There is no cost or obligation to attend this event. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC, ©2026 Ameriprise Financial Services, INC. All rights reserved.

Past events

Understanding Medicare-The ins and outs of Medicare Coverage

CDT

You must RSVP to receive access credentials for this event or seminar.

Ian R. Moreau, CEPA and Regional Business Consultant - John Hancock Investments Management

ArchPoint Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Retirees are faced with many important decisions. Some are more challenging than others, such as understanding Medicare and how it affects your financial plan into retirement. Learn how to plan for Medicare decisions by understanding the ins-and-outs of the program and its many parts. This is critical knowledge for many reasons, including the impact of premiums, copays, and deductibles on retirement income.

In this online webinar presented by Ian R. Moreau, CEPA and Regional Business Consultant with John Hancock Investment Management we will cover:

  • History of Medicare parts
  • Medicare parts & when to enroll
  • Medicare costs
  • Medigap plans
  • Medicare Advantage plans
  • Working past 65

Learn how Medicare works so that you can make informed decisions for your health care coverage.

To reserve a spot: email us at michelle.walters@ampf.com

This is an informational webinar. There is no cost or obligation. John Hancock 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.

The Ballard's Annual Crawfish Boil 2025

CDT

The Ballard's Home, 28310 Rolling Ridge Dr, Katy, TX 77494

Tom Ballard

Family and friends of all ages are welcome, guests are encouraged!

There is no cost or obligation to attend this event.

Personal Secuity Insights-Proven Strategies for Safeguarding Your Wealth and Family

CDT

You must RSVP to receive access credentials for this event or seminar.

David McSweeney, Vice President of Client Assurance at Fidelity Investments Information Security Office - Fidelity Investments

Walters & Associates

For many of us, oversight of meaningful controls around our day-to-day life could contribute to being targeted by financially motivated cybercriminals. Fidelity has extensive experience in this area and shares ideas to help make you a harder target. David Sweeney, from Fidelity's Enterprise Cybersecurity group discusses the current cyber fraud threat landscape and will share with us how we can protect ourselves from those threats.

Key Personal Security Topics:

  • Make Yourself a Difficult Target for Cybercriminals
  • Your Digital Footprint-Understand and Protect It
  • Protect Loved Ones from Elder Scams
  • Travel Safely
  • Keep Your Home Secure-People, Possessions, and Information

David McSweeney is the Vice President of Client Assurance at Fidelity Investments Information Security Office, leading a team focused on cybersecurity, technology risk, and data privacy for institutional and high net worth clients. Previously he served as a director in Fidelity's Financial Intelligence Unit, focusing on cyber incident detection and prevention. Before Fidelity, David was Vice President of Digital Forensics and Incident response at Aon Cyber Solutions and spent twenty-four years with the Massachusetts State Police, leading the Cyber Crime Unit.

This is an informational webinar. There is no cost or obligation. Fidelity Investments 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, LLC. All rights reserved.