A Tax Planning and Nutrition Webinar Date: Wednesday, February 26, 2025 Time: 12:00 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: SecureBridge Wealth Advisors and Ray De Stephen Nutrition Specialist Hosted By: SecureBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Preparing for Taxes in Retirement Presented by Chad Dean, Financial Advisor, SecureBridge Wealth Advisors Plan to Eat the Fat Presented by Ray De Stephen, Nutrition Specialist Ray De Stephen specializes in nutrition and is a certified Nutrition Specialist with the American Academy of Sports Dietitians and Nutritionists. He will discuss why75% of Americans are overweight and sick, and how we can turn it around. He will expose the big FAT lie and why we can improve on the Food Pyramid. Please share this opportunity with family and friends! To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: 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) 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 Thisis an informational event. There is no cost or obligation. RayDeStephen is not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA orany federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. 7548878ACMR0125
Artist Reception and Open House "Paintings along the Mediterranean" Date: Thursday, February 27, 2025 Time: 5:30 PM - 7:30 PM EST Location: SecureBridge Wealth Advisors Suite, 4801 Cox Rd, suite 202, Glen Allen, VA 23060 Hosted By: SecureBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Presenting the works of Clare Spooner “Paintings along the Mediterranean” Please join us for an Art and WineArtist Reception and Open House To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: 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) 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 There is no obligation or cost for this event.
Thursday Game Watching Date: Thursday, March 20, 2025 Time: 3:30 PM - 5:30 PM EDT Location: Kindred Spirits Brewing, 12830 West Creek Parkway, Richmond, VA 23238 Hosted By: SecureBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Wind down with us at Kindred Spirits Brewing. Join us in the Tap Room where we will enjoy drinks, food, and watch the college games during the March basketball tournament. To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: 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) 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 No cost or obligation
4 Strategies for a Smarter College Search Webinar Date: Wednesday, March 26, 2025 Time: 7:00 PM - 8:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Heidi King, Education and Partnerships - College Inside Track Hosted By: SecureBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Join SecureBridge as we partner with national college authority, Heidi King to learn how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. Heidi will speak to Admission trends, testing requirements, how schools have become more selective and changes to the FAFSA. 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. Please share this invitation with anyone you care about who might benefit from the information. To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: 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) 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 event. There is no cost or obligation. Heidi King and College Inside Track are not affiliated with Ameriprise. 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.© 2025 Ameriprise Financial, Inc. All rights reserved.
SecureBridge Wealth Advisors Annual Shred Event Date: Tuesday, April 22, 2025 Time: 11:30 AM - 1:30 PM EDT Location: the back parking lot of SecureBridge Wealth Advisors, 4801 Cox Road, Richmond, VA 23060 Hosted By: SecureBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Overwhelmed by piles of old documents? Worried about identity theft?Ready to get rid of those tax documents? Now is your chanceto shred all of your personal documents. Join two offices of Ameriprise Financial as they host an on-site shredding event.Select location and time convenient for you! To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: 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) 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 There is no cost or obligation.
A Downsizing Webinar Date: Wednesday, April 23, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: SecureBridge Wealth Advisors & Jen Dowda, Founder & CEO, Dowda Senior Consulting Hosted By: SecureBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Real estate: Important considerations for you and your family Presented bySecureBridge Wealth Advisors Downsizing with DowdaPresented by Jen Dowda, Founder & CEO, Dowda Senior Consulting Jen Dowda specializes in senior living options. Whether seniors desireto safely live at home and “age in place” or navigate the options for seniorliving communities, the Dowda team walks with families wherever their journeytakes them–supporting, advocating, and navigating next steps for caretogether. Learn how to approach thisprocess and begin your downsizing journey. To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: 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) 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 event. There is no cost or obligation. Dowda Senior Consulting and its 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 guaranteedby any financial institution, and involve investment risks including possibleloss of principal and fluctuation in value. 7548891ACMR0125
Overcome the overwhelm of Decluttering & Downsizing Date: Wednesday, May 14, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Lynda Reider, Founder & Chief Clutter Cutter and Gretchen Moen, Chief Clutter Cutter, Cut the Clutter RVA Hosted By: SecureBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Wealthand Wellness: Balancing financial, physical, and mental well-being Presented by SecureBridgeWealth Advisors Declutter Session Presented by Lynda Reider, Founder & Chief Clutter Cutter and Gretchen Moen, Chief Clutter Cutter, Cut the Clutter RVA Decluttering and downsizing are stressful. It’s hard to know where to start. The decisions can seem endless. In this presentation, we’ll create a roadmap for decluttering and downsizing. We'll break it into manageable do-it-yourself steps, aimed at overcoming overwhelm and simplifying your spaces. To reserve a spot: email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: 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) 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 event.There is no cost or obligation. Cut the Clutter RVA and its 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. © 2025 Ameriprise Financial,Inc. All rights reserved. 7576300ACMR0225
Priority Setting & Getting Organized Webinar Date: Wednesday, January 22, 2025 Time: 12:00 PM - 1:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: SecureBridge Wealth Advisors and Connie Jervey, owner of Booster, RVA Hosted By: SecureBridge Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Financial Planning: A personal guide Presented by SecureBridge Wealth Advisors Organizational Session Presented by Connie Jervey owner of Booster, RVA In this session, our advisors share key elements of financial planning. Connie will then share about the need for reliable systems and tips on creating achievable tasks. Please share this opportunity with family and friends! 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. © 2025 Ameriprise Financial, INC. All rights reserved. 7484953ACMR0125