Bishop Financial Partners

08/27/2026

You're invited to join a special virtual event where Alex Bishop will share his personal experience with the Legacy Letter Challenge.

During this session, Alex will share what inspired him to participate in the Legacy Letter Challenge, including a brief Today Show interview clip, along with key takeaways from his experience, how a legacy letter can create a lasting impact, and practical encouragement to help you write yours.

ACMR 8980232

08/12/2026

If something feels off, trust that instinct.

Many of today’s most effective scams don’t look suspicious at all — that’s what makes them so dangerous.

Here’s a look at the most common tactics we’re seeing right now — and what to do to stay one step ahead.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

08/08/2026

Join us for an informative virtual session introducing the Centralina Area Agency on Aging (AAA) and the valuable health and wellness resources available to older adults in our community.

RSVP to [email protected]

Amanda Dawson and Kristen Srouji will provide an overview of Centralina AAA's Health and Wellness Team and share how their programming promotes healthy aging through evidence-based best practices designed to support independence, well-being and quality of life.

During this session, you'll learn about:
- Health and wellness programs
- Opportunities for older adults to stay active, engaged and connected
- Services available through Centralina Area Agency on Aging

Whether you are an older adult, caregiver, family member or community partner, this is a great opportunity to learn about programs that can help individuals age well and live healthier lives.

This is an informational event. There is no cost or obligation.
Centralina Area Agency on Aging and its representatives are not affiliated with Ameriprise Financial. ACMR9008022

08/06/2026

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.

07/30/2026

Happy National Intern Day to Tyler! If you haven't met him yet, he's been a wonderful addition to our team this summer.

Tyler is a Finance major at UNC-Charlotte concentrating in Accounting with an expected graduation date of May 2028.