Getting Your Financial House in Order: Simple Steps for Clarity and Confidence Date: Thursday, May 21, 2026 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Leda Zukowski, Director - Advisor Advancement Institute with New York Life Hosted By: Arete Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed. Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward. During this session, we will: Highlight why financial organization is the foundation of financial wellness Share practical ways to organize key documents and accounts Walk through how to plan intentionally for the year ahead Discuss how to set meaningful, realistic financial goals Provide simple habits to help you stay on track over time For more information: call us at 916.351.0000 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. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. New York Life Investments and their representative are 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
The Facts of Funeral Pre-Planning - Final Wishes Date: Thursday, April 16, 2026 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Kim Reiter and Pat Schonacher, Family Service Advisors - Johnson County Memorial Gardens Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC During this webinar, we will: · Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones · Explore common reasons why so many families plan in advance · Review pre-planning versus pre-funding · Discuss pros and cons of a funeral policy This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. Johnson County Memorial Gardens and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2026 Ameriprise Financial, Inc. All rights reserved
The Power of Social Security: 3 Things You Need to Know Date: Thursday, March 19, 2026 Time: 10:00 AM - 10:45 AM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Stuart Ritter, CFP®, Vice President - Insights Director - T. Rowe Price Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC The Silver Tsunami is coming. Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well. And many find the topic simply overwhelming. The Power of Social Security—will provide valuable insights to: ▪Debunk common misconceptions about Social Security ▪Drill down on benefits ▪Provide actionable next steps for thoughtful retirement income strategies 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 herb. 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. T. Rowe Price and their representatives are 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
The Hidden Costs of Aging Date: Thursday, February 19, 2026 Time: 10:00 AM - 10:45 AM PST You must RSVP to receive access credentials for this event or seminar. Presented By: Amy Osborne, Senior Practice Management Consultant - Franklin Templeton Academy Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC The important conversations you need to have about care and housing expenses As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning. This educational session is designed to help participants: • Understand key aging trends and longevity considerations• Explore common care and housing options as we age• Identify considerations to help formulate a thoughtful plan Registration Link This is an informational seminar. There is no cost or obligation. Franklin Templeton and their representatives are 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.
AI: The Opportunity is Anything but Artificial Date: Thursday, January 15, 2026 Time: 10:00 AM - 10:45 AM PST You must RSVP to receive access credentials for this event or seminar. Presented By: Brian Dunlap, CIMA, CBDA, Director and Lead Product Strategist - Blackrock Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Artificial intelligence (AI) is rapidly becoming a transformational force across the global economy. From digital infrastructure to healthcare and financial services, AI is influencing how businesses operate and how decisions are made. This educational session is designed to help participants: • Understand what artificial intelligence is and why it has gained momentum• Explore real-world applications of AI across industries• Gain perspective on where AI may be headed and key considerations moving forward 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. Blackrock and their representatives are 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.
Behavioral Finance Date: Thursday, November 20, 2025 Time: 10:00 AM - 10:45 AM PST You must RSVP to receive access credentials for this event or seminar. Presented By: Jeff Nymark, CIMA, Minnesota Senior Advisor Consultant - First Eagle Investments Hosted By: Trinity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals. The goal of the session is to help: • Understand how our emotions and behaviors can impact investment decisions • Instill healthy financial behaviors • Focus on goals and not 24-hour news cycle This is an informational seminar. There is no cost or obligation. First Eagle 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.