Upcoming events

Virtual Event - Economic Update

CST

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Russell Price, Chief Economist for Ameriprise Financial - Not Affiliated

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.

To reserve a spot: call us at 405.605.0224 or email us at matthew.hechtner@ampf.com

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.

Past events

Join Us for a Social Security & Medicare Seminar

CDT

Quail Creek Golf & Country Club, 3501 Quail Creek Rd, The Wingspread Room, Oklahoma City, OK 73120

Tom Clark & Jimmy Jenkins

Williams, Self & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

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.

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Market and Political Perspectives 2024

CDT

You must RSVP to receive access credentials for this event or seminar

John Tousley, Chief Strategist - Goldman Sachs Asset Management

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.

How an estate plan puts you in control

CDT

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Join this event online

Natalie Gilbert Thomas, Senior Attorney - Evans and Davis, PLLC

Williams, Self & Associates

Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started.

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.

Market Intelligence

CDT

You must RSVP to receive access credentials for this event or seminar

Chris Siegel, Regional Vice President - John Hancock Investment Management

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

Market and Economic update & Generational Wealth Conversations

CDT

Join this event online

Anthony Saglimbene, Chief Market Strategist - Ameriprise Financial. Doug Orton, CRPC®, Vice President, Business Development Consultant, MFS Fund Distributors, Inc. - Not Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 4pm – 5pm Central

Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

Registration Link: Ameriprise Virtual Client Event - May 2024

After you register, you will receive an email confirmation from MS Teams with your Registration ID and the link to join the seminar.

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

MFS 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.