Join us for National Day of Service Date: Saturday, November 30, 2024 Time: 12:00 AM - 11:45 PM CST Join this event online Presented By: Starboard Financial Group is proud to participate in the Ameriprise National Day of Service by supporting hunger relief efforts in our community. - November 15th - 30th we're conducting a virtual food drive benefiting Feeding America of Eastern WI. Hosted By: Dana Felton, CFP®, Private Wealth Advisor Come spend time making a difference in our community. Please join us for the National Day of Service. For more information: call us at 262.641.4100 or email us at grace.heck@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
You're Invited! Starboard Financial Group Client Appreciation Event Date: Sunday, September 15, 2024 Time: 12:00 PM - 6:00 PM CDT Location: New Berlin Hills Golf Course, 13175 W. Graham St., New Berlin, WI 53151 Hosted By: Dana Felton, CFP®, Private Wealth Advisor Sunday, September 15, 2024 (12:15 p.m. to 3:30 p.m. optional Golf Outing) 3:30 p.m. to 6:00 p.m. Main Reception Reception: 3:30 p.m. Refreshments & hors d’oeuvres 4:00 p.m. Golf Outing prizes 4:30 p.m. Dinner served 5:00 p.m. Greetings from Dana & TeamPlease RSVP by Tuesday, September 3rd to StarboardFinancialGroup@ampf.com, text (262) 288 2898, call (262) 641-4100 x115 (Grace Heck, Planning Assistant) There is no cost or obligation to participate. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.
Starboard Financial Group is Proud to Sponsor WOCA for Nancy's Run, Rock & Stroll Date: Saturday, September 14, 2024 Time: 8:00 AM - 12:00 PM CDT Location: Greenfield Park - Cool Waters Pavilion, 2028 S 124th St, West Allis, WI 53227 Hosted By: Dana L. Felton, CFP®, Private Wealth Advisor Sponsored By: Dana L. Felton, CFP®, Private Wealth Advisor We are proud to sponsor the Wisconsin Ovarian Cancer Alliance in continuing their mission to provide Education, Support and Funding of Research for Ovarian Cancer throughout Wisconsin. Register to join our team here! https://runsignup.com/Race/Register/RaceGroup-1583180?raceId=68025 Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.