Upcoming events

Washington Update

CST

Join this event online

Scott Orr, CFA, VP Government Relations, Head of Southern Region and Public Affairs - Fidelity Investments

ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give anon-partisan view of what to expect in 2025 and beyond.

For more information: email us at arkwisewealth@ampf.com

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

Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues.

Fidelity Investments and their representatives are notaffiliated to Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6717790ACMR0724

Yuletide Ladies' Luncheon

EST

Farmington Country Club, 1625 Country Club Circle, Charlottesville, VA 22901

Kimberlee A. Barrett-Johnson, Private Wealth Advisor

ArkWise Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

With so much going on, it can be difficult to see the magic and beauty of the holidays. We want to provide an opportunity for you to slow down and enjoy this festive season in a beautiful setting.
We are delighted to extend an invitation for you and a friend to join us as we gather together to enjoy great food with good company.
Let's enjoy the holiday season together!

For more information: call us at 434.296.6611 or email us at arkwisewealth@ampf.com

Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser. Ameriprise Financial Services, LLC. Member of FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All Rights Reserved. 6880723ACMR0824

Past events

People Care About Elections. Markets Don't.

CDT

Join this event online

Brian Levitt, Global Market Strategist - Invesco

ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Learn why Presidents have historically had less impact on markets than people tend to believe.

Join this webinar to better understand the historical data which reveals a lack of substantial correlation between Presidents and market returns. Brian will debunk common misconceptions about the impacts of President and parties on the markets, along with which government polices impact the markets, and which policies don’t.

This is an informational seminar. There is no cost orobligation.

Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues.

Invesco and their representatives are not affiliatedwith Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

The Active Aging Fair at The Center at Belvedere

EDT

The Center at Belvedere, 540 Belvedere Boulevard, Charlottesville, VA 22901

ArkWise Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Did you know: Live music can be a pain reliever? Or that viewing visual artwork can have an anti-inflammatory effect? Volunteering can lower your blood pressure? Good nutrition and learning a new language can reduce your risk for dementia? The Center at Belvedere offers a plethora of programs that address every dimension of wellness so you can live more years in good health, and they are hosting an Active Aging Fair on Saturday, September 28th from 10:00am to 2:00pm that is free and open to the public so that you can get a chance to experience these programs for yourself.

ArkWise Wealth is proud to partner with The Center to provide quality resources that encourage our community to be healthy, well, and active! We will be tabling at the fair along with several other partners of The Center to answer questions and discuss how we can best support you on your journey to age financially well. Bring a friend and come experience active aging for yourself!

ArkWise Wealth is a private wealth advisor practice of Ameriprise Financial Services, LLC located in Charlottesville, VA.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser. Ameriprise Financial Services, LLC. Member of FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All Rights Reserved.
This is an informational event. There is no cost or obligation. 6880723ACMR0824

7 Things No One Tells You About Retirement

CDT

Join this event online

Terry Huddle, Senior Regional Advisor Consultant - Columbia Threadneedle

ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

This is an informational seminar. There is no cost orobligation.

Ameriprise Financial, Inc. and its affiliates do not providetax or legal advice. Consult your tax advisor or attorney regarding specifictax issues.

Columbia Threadneedle and their representatives areaffiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6749264ACMR0724

United Way Day of Caring

EDT

Botanical Garden of the Piedmont, 950 Melbourne Road, Charlottesville, VA 22901

ArkWise Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please mark your calendars for Wednesday, September 18th, and plan to join us in serving our community! We will gather for the United Way Day of Caring kick-off event at Sentara Martha Jefferson Hospital (500 Martha Jefferson Drive) from 8:00-9:00am, and then serve together at the Botanical Garden of the Piedmont (950 Melbourne Road) from 9:00am-12:30pm.

ArkWise Wealth is a private wealth advisor practice of Ameriprise Financial Services, LLC located in Charlottesville, VA.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser. Ameriprise Financial Services, LLC. Member of FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All Rights Reserved.
There is no cost or obligation. 6880723ACMR0824

2024 SEMINAR SERIES: Major Changes to College Search in 2024

EDT

Join this event online

Presented by Cozy Wittman, Education and Partnerships, College Inside Track - College Inside Track

ArkWise Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

This past year has resulted in some of the most significantchanges to the college planning process in decades.

· Admissiontrends have changed around how colleges admit students

· Schoolshave made ACT/SAT optional, but not necessarily when they award scholarships, and somecolleges are going back to requiring standardized tests

· The numberof schools on the “more selective” list continues to grow

· Substantialchanges to the FAFSA and financial aid may make college more expensive

Join ArkWise Wealth as nationalcollege expert, Cozy Wittman from College Inside Track presents on learning howthese changes may impact your family, and new strategies to consider to giveyour student the best opportunity to be admitted and maximize scholarships andfinancial aid.

If you are the parent of a high school student in grades 9-11,this is incredibly important info you will not want to miss.

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

College Inside Track and its representative are not affiliated with Ameriprise Financial, Inc.

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. 6663310ACMR0624