Upcoming events

Planning For Life's Big Moments

CDT

Office Evolution, 10 Canebrake Blvd. #110, Flowood, MS, MS 39232

Reggie Breaux, CFA, Regional Director with Fidelity Investments - Fidelity

MacKenzie & Associates, a private wealth advisory practice with Ameriprise, LLC

Fidelity

During this complimentary session, we’ll explore how to plan for these key moments in our lives: relationships, making a large purchase, education planning, retirement, change in health, aging and caregiving and leaving a legacy. We’ll learn how changes over time affect decision-making and will discuss the reasons behind decision-making. Additionally, we’ll learn how to create a plan to stay focused on your long-term goals.

To reserve a spot: call us at 662.289.1013 or email us at virginia.roby@ampf.com
RSVP Online

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

This event is sponsored by: Fidelity Investments, This sponsor 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 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. 7043187ACMR0924