Past events

Fifth Annual Turn Up the Pink Event

CDT

ROAM FINE GOODS - LAKEWOOD, 2025 ABRAMS RD, DALLAS, TX 75214

Dr. Kamilia Smith of Charleston House

LaunchPoint Wealth Advisors

We invite you to join the fifth annual Turn Up the Pink event as we gather with clients, friends, and family to kick-off Breast Cancer Awareness month.

You can also expect:

-Pink champagne, light bites, and desserts.

-Personalized “Know Your Risk” results

-Lots of mingling with fellow DFW women!

You can RSVP with you and your guest’s name, phone number, and email address. Upon RSVPing you will be sent the digital screening tool* so you can leave the event knowing your risks courtesy of Dr. Smith and Myriad.

We use these events as an opportunity to meet those you care about who we may be able to help through financial planning. We promise not to ‘talk shop’ at this event – it’s just fun! We’ll follow up afterward to see if we can help.

We look forward to seeing you there!

There is no cost or obligation.

We are not able to accept cash or check donations at this event.

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.

Election and Market Outlook with Ameriprise Chief Economist Russell Price

CDT

Join this event online

Russell Price, CFA®, Chief Economist - Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC

Join us to discuss:

  • Market conditions
  • Presidential Election
  • Investment implications

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.

Retain Your Brain

CDT

Join this event online

Presented by Brian M Briggs, Managing Director, Applied Insights, Hartford Funds

Gulf Lakes Region of Ameriprise Financial, LLC

You are invited to an exclusive virtual presentation “Retain Your Brain: How to age-proof your most valuable asset”.

Join us to learn:

  • Why your brain may not be the same age as you
  • How brain health can affect your lifestyle and finances
  • Practical tips to age-proof your brain

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.

Hartford Funds and their representatives are not affiliated with Ameriprise Inc.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.

6718501ACMR0624

Technology Open House

CDT

Join this event online

Scott Allen, Vice President, Digital Engagement at Ameriprise Financial

Ameriprise Financial Services, LLC

Please join us for an exclusive webinar presentation on “Technology Open House”.

Learn more about the following:

• Get “on-the- go” access

• Message Center

• Statements & Documents

• Total View

• Using e-Signature

• Personalize your Accounts

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

Not FDIC or NCUA Insured|No Financial Institution Guarantee|MayLose Value

Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved. 6571745ACMR0424