Upcoming events

Mastering your money mindset

CDT

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Leda Zukowski, Director of Practice Management in the Advisor Advancement Institute at New York Life Investments. - New York Life Investments

Luther, McFarland, Kuehner, Sell & Associates

When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like youare at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over theright financial strategy.By understanding your emotional response to your finances, you can take controlof your money mindset and create a solid foundation for financial planning.

Key takeaways from the presentation

• Understandingyour money emotions

• Accepting thepast

• Learning thelanguage of money

• Making a plan

• Planning for“setbacks”

To reserve a spot: call us at 952.758.6363 or email us at christopher.curry@ampf.com

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.

Tax Planning Strategies for the Current Landscape

CDT

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Jason Keller, CFP® , Senior Wealth Planning Specialist - Franklin Templeton Academy

Luther, McFarland, Kuehner, Sell & Associates

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.

To reserve a spot: call us at 952.758.6363 or email us at christopher.curry@ampf.com

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.

Past events

5 Ways Technology Will Change How You Age

CDT

Join this event online

Ryan Sullivan – Vice President & Managing Director Applied Insights - Hartford Funds, Vice President & Managing Director Applied Insights - Hartford Funds - Hartford Funds

Luther, McFarland, Kuehner, Sell & Associates

Hartford Funds

Discover how tech and AI are revolutionizing aging!

With a new array of innovative apps, devices, andservices, it’s now easier than ever to keep working, stay healthy, live athome, and stay connected with friends, family, and life’s little joys as youage.

Join us to explore research from the MIT AgeLab:

See the vast universe and scope of tech and AI for everydaytasks

Understand how these apps and devices can enhance yourquality of life

Learn how to try out some of these technology innovations

This is an informational seminar. There is no cost or obligation.

Hartford Funds, MIT Age Lab, and associated 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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