Upcoming events

Advanced college savings concepts, including insights into the John Hancock Freedom 529

PDT

Join this event online

Geoffrey Williams , 529 Specialist - John Hancock

Daniel Bodemeijer with Bodemeijer & Associates, a private wealth advisory of Ameriprise Financial Services LLC.

During this complimentary session, we’ll discuss the following topics:

  • An overview of 529 plans
  • Alternative college savings vehicles
  • In-state versus national 529 plans
  • Financial aid options
  • American opportunity and lifetime learning tax credits
  • Estate planning
  • 529 features and benefits
To reserve a spot: call us at 805.777.7875 or email us at chandler.ruggiero@ampf.com

Daniel Bodemeijer, CA license #0C97474

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Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the plan's official statement, which may be obtained from an Ameriprise Financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds or protection from creditors that are only available for investments in such state’s qualified tuition program.

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

John Hancock is 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.

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

© 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

Hartford Funds - "Retain Your Brain: How to age-proof your most valuable asset"

PDT

Join this event online

Dennis Scanlan, Managing Director - Hartford Funds

Bodemeijer & Associates

Daniel Bodemeijer CRPC, CA License #0C97474

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

This event is sponsored by: Hartford Funds. 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.

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

© 2025 Ameriprise Financial, Inc. All rights reserved.