Market and Economic Update Date: Thursday, January 30, 2025 Time: 6:00 PM - 7:00 PM EST Join this event online Presented By: Russell Price, CFA®, Chief Economist - Ameriprise Financial Hosted By: Cardinal Pointe Financial Group How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. For more information: call us at 502.489.6900 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: Thursday, May 22, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Todd C. O'Neil, ChFC®, APMA®, Private Wealth Advisor, Chartered Financial Consultant - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe 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. To reserve a spot: call us at 502.489.6900 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.
Navigating your Social Security benefits Date: Thursday, August 28, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Stephen T Hester CFP®, ChFC® and Scott Edwards, CFP®, ChFC®, CRPS®, CLU®, Private Wealth Advisors - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe 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 502.489.6900 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.
Planning for the future: An approach for your whole family Date: Thursday, November 20, 2025 Time: 6:00 PM - 7:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Carl Heick CFP®, APMA™, Private Wealth Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe 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 502.489.6900 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.
Take your Raytheon workplace retirement strategy to the next level Date: Friday, December 13, 2024 Time: 10:00 AM - 11:00 AM MST Join this event online Presented By: Matthew Curtis, CFP®, RICP®, Regional Vice President, Retirement Plans - Ameriprise Financial Hosted By: 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: Why workplace benefits are important. 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
Join us for National Day of Service Date: Thursday, November 14, 2024 Time: 2:00 PM - 6:00 PM MST Location: Community Food Bank of Southern Arizona, 3003 S Country Club Road, Tucson, AZ 85713 Hosted By: Cardinal Pointe Financial Group - Tucson/Sierra Vista Team Come spend time making a difference in our community. Please join us for the National Day of Service.
Knowledge is power - Financial strategies for women Date: Tuesday, November 12, 2024 Time: 6:00 PM - 8:00 PM MST Location: Vivace Restaurant, 6440 North Campbell Avenue, Tucson, AZ 85718 Presented By: Patty Carnovale and Becky Johnson, CFP®, MS, Financial Advisor, Private Wealth Advisor - Cardinal Pointe Financial Group Hosted By: Cardinal Pointe Financial Group Sponsored By: Cardinal Pointe 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. 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.