Planning for Life's Big Moments Date: Thursday, October 16, 2025 Time: 12:00 PM - 12:45 PM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Kelsea Sullivan, CIMA, Regional Director - Fidelity Investments Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for an engaging and practical conversationdesigned to help you navigate key life transitions with clarity and confidence. This session will explore real-life scenarios andprovide financial planning insights around topics such as: Combining finances in relationships Managing divorce or remarriage Planning for education and major purchases Preparing for retirement and healthcare needs Caring for aging loved ones Creating a lasting legacy Why it matters:Life is full of transitions—some planned, someunexpected. Being prepared can empower you to take control, support your lovedones, and make confident decisions. What you'll gain:Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between. For more information: call us at 916.351.0000 or email us at trinitywealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Fidelity and their representatives are not affiliated with Ameriprise Financial.
Planned Giving with Donor Advised Funds - Smart Giving, Lasting Impact Date: Thursday, September 18, 2025 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Emily Mills, CSRIC™, Wealth Strategy Specialist - Eaton Vance Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC A practical look at charitable planning options forindividuals and families. We invite you to an informative session focused onhelping you understand how certain charitable giving strategies may fit intoyour broader financial and estate planning goals. During this session, we will cover: Managing tax benefits while supporting the causes that matter most to you Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities Tax-related considerations when donating appreciated assets such as stock or real estate How charitable giving can align with your long-term planning objectives Who should attend:Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come. This session combines insightful planning ideas with actionable tools—so you can give wisely and live generously. This is an informational seminar. There is no cost orobligation. Eaton Vance and theirrepresentatives are not affiliated with Ameriprise Financial. Investors should consider the investment objectives,risks, charges and expenses of a mutual fund carefully before investing. Theoffering circular or prospectus contains this and other important informationabout the funds and should be read carefully before investing. Thisinformation is being provided only as a general source of information and isnot a solicitation to buy or sell any securities, accounts or strategiesmentioned. The information is not intended to be used as the primary basis forinvestment decisions, nor should it be construed as a recommendation or advicedesigned to meet the particular needs of an individual investor. Please consultwith your financial advisor regarding your specific financial situation. AmeripriseFinancial and its affiliates do not offer tax or legal advice. Consumers shouldconsult with their tax advisor or attorney regarding their specific situation . Investment products are not insured by the FDIC, NCUAor any federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.
Women, Wealth, & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey Date: Thursday, August 21, 2025 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Brooke Baker, CEPA, Practice Management Specialist - John Hancock Investments Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC This is not your typical women &investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages. Why it matters:Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan. Key Takeaways: How financial planning impacts long-term security What to expect at different life stages Real-life scenarios and practical tools How to guide others on this journey Don’t miss this opportunity to gain confidence, build knowledge, and make a real impact This is an informational seminar. There is no cost orobligation. John Hancock and their 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.
Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Jason Keller, CFP® - Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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.
Mastering your money mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT You must RSVP to receive access credentials for this event or seminar. Presented By: Led Zukowski, Director of Practice Management in the Advisor Advancement Institue at New York Life Investments Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy. By understanding your emotional response to your finances, you can take control of your money mindset and create a solid foundation for financial planning. Key takeaways from the presentation •Understanding your money emotions • Accepting the past • Learning the language of money • Making a plan • Planning for “setbacks” By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational seminar. There is no cost or obligation. Sponsored by: New York Life. These sponsors and 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.