2025 Seminar Series: Mastering Your Money Mindset Date: Thursday, June 26, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute - New York Life Investments Hosted By: Confetti Wealth, 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” For more information: call us at 952.857.1487 or email us at confettiwealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 7931790ACMR0525
2025 Seminar Series: Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: Jason Keller, CFP® , Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Confetti Wealth, 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. For more information: call us at 952.857.1487 or email us at confettiwealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.7931790ACMR0525
Chris Root's 25th Anniversary Celebration Date: Thursday, July 17, 2025 Time: 6:00 PM - 8:00 PM CDT Location: Rush Creek Golf Club, 7801 Co Rd 101, Maple Grove, MN 55311 Hosted By: Christopher Root CFP®, ChFC®, APMA®, CLTC®, CRPC® Join us to celebrate Chris Root's 25th anniversary as a Financial Advisor with Ameriprise Financial Services, LLC. Please RSVP online or via email. To reserve a spot: email us at bridget.l.root@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
Spring Shred Event - Blaine Date: Saturday, May 3, 2025 Time: 9:00 AM - 11:00 AM CDT Location: Blaine Financial Plaza Parking Lot, 2407 109th Avenue NE, Blaine, MN 55449 Hosted By: Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for our Spring Shred Event where you simply pull up in your car and drop off your items! • Thorough and safe document destruction program. • Three bag limit, please. • RSVP required. There is no cost or obligation. Third-party logo and content used with permission. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7689941ACMR0325
Quarterly Market Update - Finding Clarity in Changing Markets Date: Friday, April 25, 2025 Time: 2:00 PM - 3:00 PM CDT Join this event online Presented By: Anu Gaggar, Vice President, Capital Markets Strategy - Fidelity Investments Hosted By: Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a timely update with a market summary, economic outlook, asset markets and long-term investment themes. Thisis an informational seminar. There is no cost or obligation. Sponsored byFidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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.7849439ACMR0425
2025 Seminar Series: College Ready! Right Career, Right College, Right Price Date: Thursday, April 17, 2025 Time: 12:00 PM - 12:45 PM CDT Join this event online Presented By: John Decker - College Assistance Plus Hosted By: Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a session on finding the best career fit and negotiating lower college costs - regardless of income. This is an informational seminar. There is no cost or obligation. College Assistance Plus and their representatives are not affiliated with Ameriprise Financial. Sponsored by Fidelity. Fidelity and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues. 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. 7754527ACMR0325
Spring Shred Event - Edina Date: Saturday, April 12, 2025 Time: 9:00 AM - 11:00 AM CDT Location: Centennial Lakes Parking Lot, 7601 France Avenue South, Edina, MN 55435 Hosted By: Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for our Spring Shred Event where you simply pull up in your car and drop off your items! • Thorough and safe document destruction program. • Three bag limit, please. • RSVP required. There is no cost or obligation. Third-party logo and content used with permission. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7689941ACMR0325
2025 Seminar Series: Social Security: Options to help you maximize your benefits Date: Thursday, March 20, 2025 Time: 2:30 PM - 3:15 PM CDT Join this event online Presented By: Elaine Simmons, Partner - Fidelity Investments Hosted By: Confetti Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps. 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. Fidelity and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.7587608ACMR0225