Holiday Adopt a Family Date: Tuesday, December 9, 2025 Time: 3:00 PM - 4:00 PM PST Location: 1660 Willamette Falls Dr, West Linn, OR 97068 Presented By: Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC Each year, Pave Advisory Team partners with Bricks for North Marion, a local non-profit that helps provide Christmas cheer to families during the holiday season. Our team as adopted two local families and will be purchasing gifts to be delivered to the families in need by December 20th. If you’re interested in helping us support a local family, please click on our link below to help purchase gifts. All items will be delivered to our office, wrapped, and delivered to Bricks for North Marion who deliver the gifts to families. Adopt a family wish list > Click Here By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial For more information: email us at ariel.ahlers@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. We are not able to accept cash or check donations. The Compass is a trademark of Ameriprise Financial inc. Bricks for North Marion and associated representatives are not affiliated with Ameriprise Financial. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8603811ACMR1125
Estate Planning 101: Navigating New Tax Laws and Protecting Your Legacy Date: Friday, February 6, 2026 Time: 12:00 PM - 1:00 PM PST You must RSVP to receive access credentials for this event or seminar. Presented By: Justin Martin, Attorney and President, Myatt & Bell, P.C. Hosted By: Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for Estate Planning 101, an informative, attorney-led seminar exploring how the recently enacted One Big Beautiful Bill Act (“BBB”) reshapes the federal estate tax landscape, and what it could mean for your legacy. Whether your goal is to preserve family wealth, streamline estate administration, or gain more peace of mind, this seminar will help you understand the essentials of a well-crafted plan in light of these new laws. We will also learn about: • How state-level estate tax laws in Oregon and Washington continue to play a pivotal role in estate planning, especially as Washington recently updated its own estate tax laws in 2025. With both states maintaining some of the lowest exemption thresholds in the country, many families may face unexpected tax exposure. • Practical differences between wills, trusts, and other essential estate planning tools, offering strategies to minimize taxes, protect assets, and ensure your loved ones are cared for. To reserve a spot: email us at ariel.ahlers@ampf.com RSVP Online Event registration Date: Time: 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) 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 informational seminar. There is no cost or obligation. Myatt & Bell, P.C. and its representatives are not affiliated with Ameriprise Financial, Inc. 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. The Compass is a trademark of Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8612318ACMR1125
Galentine's Day Packing Party Date: Thursday, February 12, 2026 Time: 5:00 PM - 7:00 PM PST Location: Fighting Pretty Headquarters, 4800 S, Macadam Ave, Suite 205, Portland, OR 97239 Presented By: Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC benefitting Fighting Pretty, 501 c(3) non-profit organization. Please join us for our annual Galantine’s Day event! Once again, we have partnered up with the non-profit Fighting Pretty. We will be joining them in their packing party, assembling gift bags that are given to women going through cancer treatment to empower them in their recovery by making them feel beautiful and strong. Fighting Pretty will share their story about the work they do as we pack gift boxes for over 900 women around the world! To reserve a spot: email us at ariel.ahlers@ampf.com RSVP Online Event registration Date: Time: 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) 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 There is no cost or obligation. 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. The Compass is a trademark of Ameriprise Financial,Inc. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8524115ACMR1025