Upcoming events

Holiday Adopt a Family

PST

1660 Willamette Falls Dr, West Linn, OR 97068

Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC

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

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

PST

You must RSVP to receive access credentials for this event or seminar.

Justin Martin, Attorney and President, Myatt & Bell, P.C.

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

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

PST

Fighting Pretty Headquarters, 4800 S, Macadam Ave, Suite 205, Portland, OR 97239

Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC

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

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