Smart strategies for college financing: Planning for your child's future Date: Thursday, August 21, 2025 Time: 7:15 PM - 7:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Ron Foisy and Connell McNamara, Education Specialist and Financial Advisor - Ameriprise Financial Hosted By: Oasis Wealth Advisors Whether your child is in grade school or applying to colleges now, it’s never too early— or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. To reserve a spot: email us at rhonda.b.rubin@ampf.com 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Smart strategies for college financing: Planning for your child's future Date: Tuesday, October 7, 2025 Time: 12:00 PM - 12:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Ron Foisy and Darlene Ouellette, Education Specialist and Associate Financial Advisor - Ameriprise Financial Hosted By: Oasis Wealth Advisors Whether your child is in grade school or applying to colleges now, it’s never too early— or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. To reserve a spot: call us at 978.809.3804 or email us at rhonda.b.rubin@ampf.com 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Smart strategies for college financing: Planning for your child's future Date: Wednesday, October 8, 2025 Time: 7:15 PM - 7:45 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Ron Foisy and Cooper Korby, Education Specialist and Associate Financial Advisor - Ameriprise Financial Hosted By: Oasis Wealth Advisors Whether your child is in grade school or applying to colleges now, it’s never too early— or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. To reserve a spot: call us at 978.809.3804 or email us at rhonda.b.rubin@ampf.com 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Smart strategies for college financing: Planning for your child's future Date: Thursday, March 6, 2025 Time: 12:00 PM - 12:30 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Ron Foisy and Dawn Smith, Education Specialist and Private Wealth Advisor - Ameriprise Financial Hosted By: Oasis Wealth Advsiors Whether your child is in grade school or applying to colleges now, it’s never too early— or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. Thisis an informational seminar. There is no cost or obligation. AmeripriseFinancial, Inc. and its affiliates do not offer tax or legal advice. Consumersshould consult with their tax advisor or attorney regarding their specificsituation. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Investment advisory products and services are madeavailable through Ameriprise Financial Services, LLC, a registered investmentadviser. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rightsreserved.