Women in Transition Series - Part 4 of 4 Date: Wednesday, November 13, 2024 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Thu Saunders, CRPC, Cherie Caldwell, Michele Macullok & Vanessa Wiley, Financial Advisor, Transformative Leadership Coach, Independent Consultant & Area Manager - Iron Oaks Wealth Advisors, The Cherie Caldwell Company & Arbonne Hosted By: Thu Saunders & Cherie Caldwell Join us for an empowering event! We will focus on the journey of advancing within your company, pursuing promotions and fostering professional development. Together, we will celebrate our successes, discuss strategies for overcoming challenges, and empower each other to reach new heights in our careers. To reserve a spot: call us at 404.995.8670 or email us at ironoakswealthadvisors@ampf.com RSVP Online Event registration Women in Transition Series - Part 4 of 4 Date: Wednesday, November 13, 2024 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. Third parties and representatives mentioned 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 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. 7237103ACMR1024
Women in Transition Series - Part 3 of 4 Date: Wednesday, October 30, 2024 Time: 11:00 AM - 12:00 PM EDT Join this event online Presented By: Thu Saunders, CRPC & Cherie Caldwell , Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Thu Saunders & Cherie Caldwell Join us for an empowering event! We will explore the diverse experiences of marriage, motherhood, the challenges of the "sandwich" generation, and the journey of becoming an empty nester. Together, we will foster a since of community, provide support, and inspire one another as we embrace the joys and challenges of these significant life stages. This is an informational seminar. There is no cost or obligation. Third parties and representatives mentioned 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. 7048063ACMR0924
2024 Election: People Care About Elections. Markets Don't Date: Thursday, October 24, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Tim O'Reilly, Senior Portfolio Manager, Head of Institutional Municipal Portfolio Management - Invesco Hosted By: Iron Oaks Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Sponsored By: Invesco Please join us for an insightful event titled "2024 Elections: People Care About Elections, Markets Don't." Gain valuable perspectives from Tim O'Reilly, Senior Portfolio Manager at Invesco. Don't miss out on this enlightening discussion. This is an informational seminar. There is no cost or obligation. Sponsored by Invesco. 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 an 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. 7090537ACMR1024
Women in Transition Series - Part 2 of 4 Date: Wednesday, October 16, 2024 Time: 11:00 AM - 12:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Thu Saunders, CRPC & Cherie Caldwell , Financial Advisor & Transformative Leadership Coach - Iron Oaks Wealth Advisors & The Cherie Caldwell Company Hosted By: Thu Saunders & Cherie Caldwell Join us for an empowering event! We will address the unique challenges and opportunities that come with changing companies, facing layoffs and planning for retirement. Together, we will celebrate resilience, foster professional growth, and empower each other to embrace new paths. This is an informational seminar. There is no cost or obligation. Third parties and representatives mentioned 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. 7048063ACMR0924
2024 SEMINAR SERIES: Spring Clean Your Finances Date: Thursday, March 21, 2024 Time: 1:00 PM - 1:45 PM EDT ONLINE EVENT PASSCODE: Seminar1! Join this event online Presented By: Janet Koh, Director - Advisor Advancement Institute - New York Life Hosted By: Windsor Oak Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following: · Organizing different forms/statements · Budgeting, cash management tools· Retirement (contributions, asset allocation, education, etc.) Please call: 1-844-621-3956 Meeting Number (Access Code): 2486 4977291Password: Seminar1! 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 provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123