Past events

Making the Most of Medicare: What you Need to Know

EST

Join this event online

Steve Mazzarell, Senior Regional Consultant - MFS Investment Management

Ameriprise Financial Services, LLC

Ameriprise Financial Services, LLC

During this complimentary session, we’ll explore what Medicare Parts A and B are and what they cover and their costs.

Then we’ll talk about Part D, prescription drug plans and discuss major differences between Medicare Advantage Plans, also known as Part C plans, and Medicare Supplement/Medigap Plans.

Lastly, we’ll review when you may want to consider applying to make sure that you have health coverage and avoid penalties.

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

This event is sponsored by: MFS These sponsors and 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. 7195737ACMR1024

Why Social Security Matters

EDT

Join this event online

Robert Kron, CFP®, Managing Director - Nuveen Investment Management

Ameriprise Financial Services, LLC Southern States

Ameriprise Financial Services, LLC Southern States

During this informative event, you will learn some key information about preparing for retirement and the role social security plays.

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

Nuveen 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6180315ACMR0124

Technology Open House

EDT

Join this event online

Dylana Hopler, CFP®, CRPC®, Complex Director - Ameriprise Financial Services, LLC

Charlotte Branch office of Ameriprise Financial

Learn More About:

  • Get “on the go” access
  • Message Center
  • Statements & Documents
  • Total View
  • Using e-signature
  • Personalize your Accounts

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

Not FDIC or NCUA Insured|No Financial Institution Guarantee|MayLose Value

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Beer Tasting

EDT

Legion Brewing South Park, 5610 Carnegie Blvd, Charlotte, NC 28209

Charlotte Branch office of Ameriprise Financial

There is no obligation or cost for this event.

There is no obligation or cost for this event.

Advisor office located at 4521Sharon Rd, Suite 300 Charlotte, NC 28211 704.972.2345

Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.

©2024 Ameriprise Financial, Inc., All rights reserved.

Retain Your Brain: How to Age Proof Your Most Valuable Asset

EDT

Join this event online

John Diehl, CFP®, CLU®, ChFC®, Senior Vice President - Hartford Funds

Ameriprise Financial Services, LLC, Southern States

Join us for a virtual event.

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

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Hartford Funds is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2023 Ameriprise Financial, Inc. All rights reserved. 6180161ACMR0124