Year in Review & Year Ahead Date: Friday, January 23, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us as we review 2025 and discuss the outlook for 2026 following after- special Q&A featuring Stephanie Altschuler, CIMA® Vice President, Client Advisor JP Morgan For more information: call us at 239.325.1874 or email us at jennifer.bankar@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. JPMorgan and its representatives are not affiliated with Ameriprise Financial. Diversification does not assure a profit or protect against loss. Alternative investments encompass a broad spectrum of strategies, asset classes, and structures typically designed to exhibit low correlation to traditional equity and fixed-income markets with a long-term expectation of illiquidity. Certain alternative investments are speculative in nature and involve greater risks than traditional investments. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by an 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.
Raising Financially Aware Kids Date: Tuesday, July 22, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Wendy Goodyear, VP, Financial Advisor Consultant - American Century Hosted By: Southern States Region of Ameriprise Financial Services, LLC We're excited to share the details for the Southern States Region Virtual Event: “Raising Financially Aware Kids”, scheduled for Tuesday, July 22, 2025. During this presentation Wendy will discuss what every kid should know about money. From toddlers to teens, Raising Financially Aware Kids is for parents, grandparents, teachers or anyone who wants to help children learn about money. During this discussion, we will cover:• Understanding the differences between “needs” and “wants” and values around money• Establishing saving and investing habits at every age• Knowing the aspects of debt and borrowing – what to watch for and how those concepts apply to paying for an education Join us by registering using the attached link! This is an informational seminar. There is no cost or obligation. American Century is not affiliated with Ameriprise Financial, Inc. 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. 8150268ACMR0725