Market Intelligence Date: Wednesday, April 9, 2025 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Chris Siegel, Regional Vice President - John Hancock Investment Management Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful. This quarter, we are thrilled to host Chris Siegel, Regional Vice President with John Hancock Investment Management, who will present John Hancock’s “Market Intelligence” seminar. For more information: call us at 405.605.0224 or email us at matthew.hechtner@ampf.com 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. John Hancock Investment Management 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. © 2025 Ameriprise Financial Inc. All rights reserved.
Estate Planning Essentials Date: Wednesday, June 4, 2025 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Natalie Gilbert Thomas, Senior Attorney - Evans & Davis, PLLC Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful.This quarter, we are thrilled to host Natalie Gilbert Thomas, Senior Attorney with Evans & Davis. Natalie will be presenting “Estate Planning Essentials: Safeguarding Minors, Young Adults & College Bound Kids.” For more information: call us at 405.605.0224 or email us at matthew.hechtner@ampf.com 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. Evans and Davis, PLLC 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. © 2025 Ameriprise Financial Inc. All rights reserved.
Behavioral Finance Date: Wednesday, July 9, 2025 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Mark Giles, Senior Investment Consultant - BNY Investments Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful. This quarter, we are thrilled to host Mark Giles, Senior Investment Consultant with BNY Investments, who will present BNY Investment’s “Behavioral Finance” seminar. For more information: call us at 405.605.0224 or email us at matthew.hechtner@ampf.com 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. BNY Investments 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. © 2025 Ameriprise Financial Inc. All rights reserved.
Guide to the Markets Date: Tuesday, January 28, 2025 Time: 12:00 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: Karen Ibay, Client Advisor - JP Morgan Asset Management Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful.This quarter, we are thrilled to host Karen Ibay, Client Advisor with JP Morgan Asset Management, who will present JP Morgan’s “Guideto the Markets” seminar. This is an informational seminar. There is no cost or obligation. JP Morgan Asset Management 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. © 2025 Ameriprise Financial Inc. All rights reserved.
Virtual Event - Economic Update Date: Thursday, November 21, 2024 Time: 4:00 PM - 5:00 PM CST Join this event online Presented By: Russell Price, Chief Economist for Ameriprise Financial - Not Affiliated Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – Nov 21st, 2024. The event is complimentary. Below are details about the event. Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar. This is an informational seminar. There is no cost or obligation. Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing. This event is sponsored by: Franklin Templeton. 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.
Join Us for a Social Security & Medicare Seminar Date: Thursday, October 17, 2024 Time: 6:00 PM - 8:00 PM CDT Location: Quail Creek Golf & Country Club, 3501 Quail Creek Rd, The Wingspread Room, Oklahoma City, OK 73120 Presented By: Tom Clark & Jimmy Jenkins Hosted By: Williams, Self & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC Sponsored By: Fidelity Investments, BlackRock, and Columbia Threadneedle Investments An overview of Social Security benefits, complexities and strategies will be presented by guest speaker Tom Clark, a 33-year Social Security Administration specialist and two-time recipient of the Commissioners Citation, the SSA’s highest award. Following this, guest speaker Jimmy Jenkins, owner of J&J Medicare Solutions, will present an overview on Medicare benefits, strategies and best practices. Your guests are always welcome, but space is limited. RSVP is required. This is an informational event. There is no cost or obligation. Fidelity Investments, BlackRock and their representatives are not affiliated with Ameriprise Financial, Inc. Columbia Threadneedle is an affiliate of Ameriprise Financial. Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC is located at 3030 NW Expressway, Ste 1400, Oklahoma City, OK 73112. The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2024 Ameriprise Financial, LLC, all rights reserved. 6847830ACMR0824
Market and Political Perspectives 2024 Date: Wednesday, October 2, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: John Tousley, Chief Strategist - Goldman Sachs Asset Management Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful.This quarter, we are thrilled to host John Tousley, Chief Strategist with Goldman Sachs Asset Management, who will present Goldman Sach’s “Market and Political Perspectives 2024” seminar. This is an informational seminar. There is no cost or obligation. Goldman Sachs Asset Management 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.
Market Intelligence Date: Wednesday, July 17, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Chris Siegel, Regional Vice President - John Hancock Investment Management Hosted By: Williams, Self & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC In order to keep you updated on markets and financial topics, our team will be hosting quarterly webinars. These webinars are open to the public, so please feel free to invite your family, friends and coworkers who might find them useful. This quarter, we are thrilled to host Chris Siegel, Regional Vice President with John Hancock Investment Management, who will present John Hancock’s “Market Intelligence” seminar. This is an informational seminar. There is no cost or obligation. John Hancock Investment Management 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