Preparing for taxes in retirement Date: Thursday, May 29, 2025 Time: 6:00 PM - 7:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Nicole Magnusson, APMA™, CRPC™ and Nicholas Kayatta, APMA™, Financial Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. For more information: call us at 302.995.7526 or email us at pointtopointwealthplanning@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 an informational seminar. There is no cost or obligation. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
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: Presented by John Decker – College Assistance Plus Hosted By: Point to Point Wealth Planning, 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.
How to navigate volatile markets Date: Wednesday, April 16, 2025 Time: 6:00 PM - 7:00 PM EDT ONLINE EVENT PASSCODE: vg6b6Yf3 Join this event online Presented By: Kathy Bauers ChFC®, APMA™ | Darren DeMars, MBA | Robert Allen CRPC™, APMA™, Private Wealth Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. This is an informational seminar. There is no cost or obligation. 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.
How to navigate volatile markets Date: Tuesday, April 15, 2025 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: jK6jU2Ug Join this event online Presented By: Kathy Bauers ChFC®, APMA™ | Darren DeMars, MBA | Lauren Cooper CFP®, BFA™, CRPC™, APMA™, Private Wealth Advisors - Point to Point Wealth Planning Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. This is an informational seminar. There is no cost or obligation. 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.
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 – Social Security Informed in partnership with Fidelity Investments Hosted By: Point to Point Wealth Planning, 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.© 2025 Ameriprise Financial, Inc. All rights reserved.
Celebrate National Pi Day With Us Date: Friday, March 14, 2025 Time: 11:30 AM - 1:30 PM EDT Location: Point to Point Wealth Planning, 5195 W Woodmill Dr , Ste 27, Wilmington, DE 19808 Hosted By: Point to Point Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services LLC Join us for an open house at our office, where you can indulge in a delicious variety of sweet and savory pies. Whether you crave something sweet or lean towards savory, we've got something just for you! It’s great chance to connect with our team in a laid-back atmosphere. No matter how you slice it, pie is much more enjoyable with the P2P team! We can’t wait to celebrate with you. There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved