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.
Protect your financial information in the digital world Date: Wednesday, May 7, 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 The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. 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.
Retirement 101: Financial Strategies to Help Build Wealth in the Black Community (BEACN financial literacy) Date: Wednesday, May 14, 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: Retirement 101This 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:Explain the benefits and differences between retirement plans.Identify the various considerations you need to make before retiring.Describe the features of Social Security. Explain the important ages for Social Security claims generally. 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.
Strategies to help you make an impact with your estate Date: Wednesday, May 21, 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 One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. 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.
Estate 101: Financial Strategies to Help Build Wealth in the Black Community (BEACN financial literacy) Date: Wednesday, May 28, 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: Estate 101This 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:Define estate planning and the carious parties in an estate.Identify the various estate documents and the role each of them play in the estate planning process. 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.
Smart Strategies for College Financing - Planning for your child's future Date: Wednesday, June 4, 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 Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Investing 101: Financial Strategies to Help Build Wealth in the Black Community (BEACN financial literacy) Date: Wednesday, June 11, 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: Investing 101This event discusses the difference between savings and investing and explores the key characteristics of core investment vehicles. By the end of this presentation, you will be able to:Identify the differences between saving and investingRecall key characteristics of core investment vehicles, such as: stocks, bonds, mutual funds, exchange traded funds (ETFs) and annuitiesDescribe considerations to take before making an investment decision 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.
Investing 201: Financial Strategies to Help Build Wealth in the Black Community (BEACN financial literacy) Date: Wednesday, June 25, 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: Investing 201This event discusses the difference between savings and investing and explores the key characteristics of core investment vehicles. By the end of this presentation, you will be able to:Describe various asset classes and their role in portfolio diversification and managing risk.Detail four key strategies to help achieve effective investment management, including time in the market, diversification principles, dollar cost averaging and the role of financial advisors.Differentiate common self-limiting behaviors that can affect investment decisions and identify ways to avoid them. 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. Diversification and dollar cost averaging do not assure a profit or protect against loss.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.
How to navigate volatile markets Date: Wednesday, July 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 Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. 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.
Your Retirement Roadmap: Building wealth and saving for the future Date: Wednesday, July 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 Reaching your retirement goals starts with developing a roadmap to help you put the plans and strategies in place to continue to build wealth and save for the future. During this session we’ll discuss important retirement planning factors, highlight smart investing tips and strategies, and examine some retirement income sources and how to make that money last. 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.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Wednesday, August 13, 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 Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. 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.
Common Types of Fraud: How to protect yourself and your loved ones Date: Wednesday, August 27, 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 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. 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.
Five things to know about Medicare Date: Wednesday, September 10, 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 five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in 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. 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 Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Giving with a purpose Date: Wednesday, September 24, 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 Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. 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.
Navigating your Social Security benefits Date: Wednesday, October 1, 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 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 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. 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.
Taking control of your workplace retirement benefits Date: Wednesday, November 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 complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. 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.
Planning for the future: An approach for your whole family Date: Wednesday, December 3, 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 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 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.