Upcoming events

Personal Secuity Insights-Proven Strategies for Safeguarding Your Wealth and Family

CDT

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David McSweeney, Vice President of Client Assurance at Fidelity Investments Information Security Office - Fidelity Investments

Walters & Associates

For many of us, oversight of meaningful controls around our day-to-day life could contribute to being targeted by financially motivated cybercriminals. Fidelity has extensive experience in this area and shares ideas to help make you a harder target. David Sweeney, from Fidelity's Enterprise Cybersecurity group discusses the current cyber fraud threat landscape and will share with us how we can protect ourselves from those threats.

Key Personal Security Topics:

  • Make Yourself a Difficult Target for Cybercriminals
  • Your Digital Footprint-Understand and Protect It
  • Protect Loved Ones from Elder Scams
  • Travel Safely
  • Keep Your Home Secure-People, Possessions, and Information

David McSweeney is the Vice President of Client Assurance at Fidelity Investments Information Security Office, leading a team focused on cybersecurity, technology risk, and data privacy for institutional and high net worth clients. Previously he served as a director in Fidelity's Financial Intelligence Unit, focusing on cyber incident detection and prevention. Before Fidelity, David was Vice President of Digital Forensics and Incident response at Aon Cyber Solutions and spent twenty-four years with the Massachusetts State Police, leading the Cyber Crime Unit.

To reserve a spot: call us at 512.744.4194 or email us at michelle.walters@ampf.com
RSVP Online

This is an informational webinar. There is no cost or obligation. Fidelity Investments 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, LLC. All rights reserved.

The Ballard's Annual Crawfish Boil 2025

CDT

The Ballard's Home, 28310 Rolling Ridge Dr, Katy, TX 77494

Tom Ballard

Family and friends of all ages are welcome, guests are encouraged!

To reserve a spot: call us at 512.744.4194 or email us at michelle.walters@ampf.com
RSVP Online

There is no cost or obligation to attend this event.

Past events

Galentine's Day 2025

CST

ZACH Theatre , 202 South Lamar, Austin, TX 78704

Walters & Associates, a private wealth advisory practice of Ameriprise Financial services, LLC.

Join us this Valentine's Day at Zach Theater to experience the remarkable story of the 40-year friendship between Frankie Valli and the Four Seasons in JERSEY BOYS. We will be serving light appetizers and beverages in the Kleberg Lobby from 1:15 PM to 2:15 PM. You're welcome to drop by when you can before we take our seats at 2:15 PM.

THERE IS NO COST OR OBLIGATION FOR THIS EVENT. AMERIPRISE FINANCIAL SERVICES.LLC. MEMBER FINRA AND SIPC. ©2025 AMERIPRISE FINANCIAL SERVICES, LLC. ALL RIGHTS RESERVED.

Ugly Sweater Christmas Party 2024

CST

The Ballard Home, 28310 Rolling Ridge Dr, Katy, TX 77494

Walters & Associates, a private wealth advisory practice of Ameriprise Financial services, LLC.

Please join us for our Annual Christmas Party for an evening full of food, drinks, games, and most of all fun with holiday cheer!
We will have an Ugly Sweater Competition.
Doors open at 6:30pm and games will begin by 7:30pm.

There is no cost or obligation to attend. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2024 Ameriprise Financial, Inc. All rights reserved.