Join us for a holiday celebration Date: Wednesday, December 4, 2024 Time: 6:00 PM - 7:30 PM CST Location: Sweet Dreams Confections, 4101 13th Ave S Ste 1000, Fargo, ND 58103 Hosted By: Matthew De Vries, Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services Lets celebrate the holiday! Enjoy this special event with us.
Family Wealth Management: Generational Wealth Conversations Date: Wednesday, November 6, 2024 Time: 5:45 PM - 7:15 PM CST Location: Blarney Stone Pub, 1910 9th St E, West Fargo, ND 58078 Presented By: Reggie Berg, Senior Regional Director - MFS Investment Hosted By: Matthew De Vries, Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC As you set and then communicate goals for your family, these three things can help: 1. Understanding why transfers of wealth often "fail." 2. Being familiar with what planning steps you can take to help avoid these common and costly mistakes. 3. And lastly, knowing how you can communicate your plan and your wishes with your family to help reduce the likelihood that they will make mistakes when the time comes. This is an informational seminar. There is no cost or obligation. This event is sponsored by: MFS Investment Management. 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.
Join us for a client appreciation event Date: Wednesday, October 9, 2024 Time: 5:00 PM - 6:30 PM CDT Location: Junkyard Brewing West Fargo, 409 Sheyenne St W, West Fargo, ND 58078 Hosted By: Matthew De Vries, Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services We want to celebrate our clients. Please join us as we thank you for your continued support. Enjoy this special event in honor of you!
Municipal Bonds - Potential Opportunities for Income Date: Wednesday, September 25, 2024 Time: 5:45 PM - 7:15 PM CDT Location: Crooked Pint Ale House, 3340 13th Ave S, Fargo, ND 58103 Presented By: Chad LaTour, Regional Manager - Lord Abbett Hosted By: Matthew De Vries, Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss why municipal bonds may make sense for you over the long-term, as well as why they may make sense in your portfolio today. This is an informational seminar. There is no cost or obligation. Lord Abbett 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Join us for a philanthropy event Date: Tuesday, September 10, 2024 Time: 1:00 PM - 3:00 PM CDT Location: Hope Blooms, 758 34th St N Suite O, Fargo, ND 58104 Hosted By: Matthew De Vries, Surety Wealth Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for the opportunity to make a difference in our community.