Financial Planning: A personal guide Date: Wednesday, January 8, 2025 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.
Financial foundation: A guide to managing your money Date: Wednesday, January 22, 2025 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Wednesday, February 12, 2025 Time: 12:00 PM - 1:00 PM CST Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Knowledge is power - Financial strategies for women Date: Wednesday, March 12, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.
Real estate: Important considerations for you and your family Date: Wednesday, March 26, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation.Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.
Caring for aging loved ones: What to consider Date: Wednesday, April 2, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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, Inc. All rights reserved.
Credit, Debit & Banking (BEACN financial literacy) Date: Wednesday, April 9, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group You are invited to attend our educational event to discuss Financial Strategies to Help Build Wealth in The Black Community.Event Topics: Credit, Debit & BankingThis event is designed to be purely educational in nature and will review fundamental areas to help you feel more confident and competent discussing your financial situation. By the end of this presentation, you will be able to:Explain the differences between banks and credit unions. Identify the benefits of using banks or credit unions.Explain credit score calculations and how to improve/build your score. Describe the features of checking and savings accounts. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.
Earn, Save & Spend (BEACN financial literacy) Date: Wednesday, April 16, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group You are invited to attend our educational event to discuss Financial Strategies to Help Build Wealth in The Black Community.Event Topics: Earn, Save & SpendThis event will review fundamental financial principles to help you feel more confident and competent in assessing your financial situation. By the end of this presentation, you will be able to:Identify and understand your financial goalsDescribe the steps to create a budgetExplain the importance of an emergency fund For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.
Divorce: Find your independence Date: Wednesday, April 23, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Brian Douglas, CFP, APMA, CRPC, ADPA, Private Wealth Advisor - Ameriprise Financial Hosted By: GuidingPoint Financial Group Life is full of difficult choices, especially during or after a divorce. This session will help you navigate this period in your life by providing an overview of your options, and how the decisions you make can impact your financial wellness. We’ll discuss ways to help increase your financial confidence, so you can advocate for your yourself and move forward with a sense of control, strength and purpose. For more information: call us at 901.312.5060 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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 offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.