Past events

Take your Raytheon workplace retirement strategy to the next level

MST

Join this event online

Matthew Curtis, CFP®, RICP®, Regional Vice President, Retirement Plans - Ameriprise Financial

Bruce Irby, CRPC™, Private Wealth Advisor and Patty Carnovale, Financial Advisor with Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial, LLC

Ameriprise Financial Services, LLC, invites you to a webinar event. This is not a Raytheon sponsored event.

During this complimentary session, you’ll learn:

  1. Why workplace benefits are important.
  2. Raytheon benefits to take advantage of to reach retirement goals1:
  • Contributions
  • Taxes
  • Investments
  • Distributions

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

1The presentation will be based on information we have obtained related to your company’s retirement plans from other plan participants and third-parties and is intended to gives an overview of key provisions we believe to be accurate. You should carefully review the terms of your plan documents to confirm the key terms of your company’s retirement plans.

Patricia J Carnovale, CA Insurance #0GO8913

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.

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. 7384985ACMR1124

Retirement Party in Honor of Barry Whitt

EST

COHatch Kenwood, 7875 Montogomery Road, Suite 42, Cincinnati, OH 45236

Cardinal Pointe Financial Group

Please join us for a retirement party in honor of Barry Whitt. Cocktails and hors d'oeuvres will be served.

There is no cost or obligation to attend. Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved. 7222594ACMR1024

Bring a Friend to Pickleball

EST

Lexington Tennis Club, 410 Redding Road, Lexington, KY 40517

Terry Smallwood, CRPC® -and- Michael Murphy, CFP®, APMA™

All skill levels welcome. Instructors, equipment and 4 courts included. 90 minutes of play followed by refreshments and snacks. Please feel free to invite friends or family members who you think may be interested in a fun match.

There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. 7217819ACMR1024