Cocktails & Conversation Date: Thursday, February 26, 2026 Time: 5:00 PM - 6:30 PM MST Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Real estate: Important considerations for you and your family Date: Thursday, March 26, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Joel Schwartz, CFP®, AMPA™ , Financial Advisor - Ameriprise Financial Hosted By: Summit Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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 seminar. There is no cost or obligation. Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives. Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steakhouse DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome! To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Cocktails & Conversation Date: Thursday, April 23, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Cocktails & Conversation Date: Thursday, May 28, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Caring for aging loved ones: What to consider Date: Thursday, June 11, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Joel Schwartz, CFP®, AMPA™ , Financial Advisor - Ameriprise Financial Hosted By: Summit Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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 seminar. There is no cost or obligation. 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.
Cocktails & Conversation Date: Thursday, August 27, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Cocktails & Conversation Date: Thursday, September 24, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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