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.
Preparing for taxes in retirement Date: Thursday, February 27, 2025 Time: 6:00 PM - 7:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Jeff Bellucci, ChFC®, CRPC®, APMA®, CKA®, Private Wealth Advisor, Business Financial Advisor - Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Hosted By: Cardinal Pointe Financial Group During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. 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. 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.
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.
Retirement Party in Honor of Barry Whitt Date: Tuesday, December 3, 2024 Time: 3:00 PM - 6:00 PM EST Location: COHatch Kenwood, 7875 Montogomery Road, Suite 42, Cincinnati, OH 45236 Hosted By: Cardinal Pointe Financial Group Please join us for a retirement party in honor of Barry Whitt. Cocktails and hors d'oeuvres will be served. There is no cost or obligation to attend. Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved. 7222594ACMR1024
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.
Join us for National Day of Service Date: Thursday, November 14, 2024 Time: 1:00 PM - 3:00 PM EST Location: The Foodbank, 56 Armour Place, Dayton, OH 45417 Hosted By: Cardinal Pointe Financial Group - Dayton/Cincinnati Team Come spend time making a difference in our community. Please join us for the National Day of Service.
Join us for National Day of Service Date: Thursday, November 14, 2024 Time: 12:00 PM - 2:30 PM MST Location: St Mary's Food Bank, 3131 West Thomas Road, Phoenix, AZ 85017 Hosted By: Cardinal Pointe Financial Group - Phoenix/Scottsdale 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.