WHAT'S AHEAD? CPAs Talk Trends and Tax Date: Thursday, September 25, 2025 Time: 6:00 PM - 8:00 PM CDT Location: Brookfield Conference Center , 325 S Moorland Rd, Brookfield, WI 53005 Presented By: Jarod Pobst & James Carlson , CPAs & Partners at McMahon Veltus - McMahon Veltus Hosted By: Forward Financial Partners, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Forward Financial Partners, a financial advisory practice of Ameriprise Financial Services, LLC Join us for an insightful evening where a panel of experienced CPAs will break down what’s ahead in taxes and economic trends. With major changes on the horizon, this is the perfect opportunity to get clear, actionable guidance for the year ahead. This is an informational event. There is no cost or obligation. McMahon Veltus and its representatives are not associated 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. Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc., All rights reserved. 8137892ACMR0725
KEEPING YOURSELF SAFE with Solid Cybersecurity Practices Date: Monday, May 5, 2025 Time: 6:00 PM - 8:00 PM CDT Location: Brookfield Conference Center , 325 S Moorland Rd, Brookfield, WI 53005 Presented By: Paul Riedl Jr. , CEO - River Run Hosted By: Forward Financial Partners, a financial advisory practice of Ameriprise Financial Services, LLC Sponsored By: Forward Financial Partners, a financial advisory practice of Ameriprise Financial Services, LLC Join us with Paul Riedl Jr. to learn more about the cybersecurity & AI industry and how to protect yourself amidst a modern era of booming technology Thisis an informational event. There is no cost or obligation.River Run and its representatives are not affiliated with AmeripriseFinancial.Securities offered by Ameriprise Financial Services, LLC. Member FINRA andSIPC.© 2025 Ameriprise Financial, Inc. All rights reserved.7703258ACMR0325