Market and Economic Update Date: Thursday, January 30, 2025 Time: 6:00 PM - 7:00 PM EST Join this event online Presented By: Russell Price, CFA®, Chief Economist - Ameriprise Financial Hosted By: Cardinal Pointe Financial Group How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. For more information: call us at 502.489.6900 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.
Common Types of Fraud: How to protect yourself and your loved ones Date: Thursday, May 22, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Todd C. O'Neil, ChFC®, APMA®, Private Wealth Advisor, Chartered Financial Consultant - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe Financial Group During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. To reserve a spot: call us at 502.489.6900 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.
Navigating your Social Security benefits Date: Thursday, August 28, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Stephen T Hester CFP®, ChFC® and Scott Edwards, CFP®, ChFC®, CRPS®, CLU®, Private Wealth Advisors - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe Financial Group Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. For more information: call us at 502.489.6900 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Planning for the future: An approach for your whole family Date: Thursday, November 20, 2025 Time: 6:00 PM - 7:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Carl Heick CFP®, APMA™, Private Wealth Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe Financial Group When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones For more information: call us at 502.489.6900 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.
Join us for National Day of Service Date: Wednesday, November 6, 2024 Time: 11:30 AM - 1:30 PM EST Location: Dare to Care Community Kitchen, 408 Blankenbaker Parkway, Suite 100, Louisville, KY 40243 Hosted By: Cardinal Pointe Financial Group - Louisville Team Come spend time making a difference in our community. Please join us for the National Day of Service.