Cocktails & Conversation Date: Thursday, April 23, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Kickoff to 2026 Preview of the World's Beautiful Game with Robin Fraser Date: Thursday, May 7, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Robin Fraser, Head Coach, Toronto FC Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Get ready for an insider’s look at the FIFA World Cup 2026™ in an exclusive webinar featuring Robin Fraser, current Toronto FC head coach and former Colorado Rapids head coach. In a candid, fan-friendly Q&A, we’ll tap into Robin’s deep experience in “The World’s Game” to explore tournament storylines for avid –and every-four-year – fans alike. Whether you’re new to soccer or counting down the days to kickoff, this conversation will get you World Cup-ready. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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 Thereis no cost or obligation. Robin Fraser is not affiliated with AmeripriseFinancial. Investment products arenot insured by the FDIC, NCUA or any federal agency, are not deposits orobligations of, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8805475ACMR0326
Cocktails & Conversation Date: Thursday, May 28, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Caring for aging loved ones: What to consider Date: Thursday, June 11, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Joel Schwartz, CFP®, AMPA™ , Financial Advisor - Ameriprise Financial Hosted By: Summit Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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. 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.
Cocktails & Conversation Date: Thursday, August 27, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Cocktails & Conversation Date: Thursday, September 24, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Protect your financial information in the digital world Date: Thursday, October 22, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Joel Schwartz, CFP®, APMA ®, BFA™, Financial Advisor - Ameriprise Financial Services Hosted By: Summit Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. To reserve a spot: call us at 303.221.6416 or email us at Summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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.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. © 2026 Ameriprise Financial, Inc. All rights reserved.
Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome. To reserve a spot: call us at 303.221.6416 or email us at summitwealthmanagement@ampf.com RSVP Online Event registration Cocktails & Conversation Date: Thursday, October 22, 2026 Time: 5:00 PM - 6:30 PM 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) Number of additional guests attending with you (optional) 01234 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
Cocktails & Conversation Date: Thursday, March 26, 2026 Time: 5:00 PM - 6:30 PM MDT Location: Ruth's Chris Steakhouse DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome!
Real estate: Important considerations for you and your family Date: Thursday, March 26, 2026 Time: 12:00 PM - 1:00 PM MDT Join this event online Presented By: Joel Schwartz, CFP®, AMPA™ , Financial Advisor - Ameriprise Financial Hosted By: Summit Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. This is an informational seminar. There is no cost or obligation. Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives. Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.
Cocktails & Conversation Date: Thursday, February 26, 2026 Time: 5:00 PM - 6:30 PM MST Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome.
Cocktails & Conversation Date: Thursday, January 22, 2026 Time: 5:00 PM - 6:30 PM MST Location: Ruth's Chris Steak House DTC, 7001 E. Belleview Avenue, Denver, CO 80237 Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Relax, enjoy a cocktail and appetizers, and meet our team. Guests are welcome.
Invested in You: Invested in Travel - Holiday Planning for Every Stage of Life Date: Thursday, January 15, 2026 Time: 12:00 PM - 1:00 PM MST You must RSVP to receive access credentials for this event or seminar. Hosted By: Summit Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Travel isn't just a luxury - it's a lifelong investment in experiences, relationships, and personal growth. Whether it's a dream honeymoon, a retreat with friends, a family adventure, or a once-in-a-lifetime retirement journey, meaningful travel shouldn't happen by accident. We'll explore how thoughtful planning can make travel a fulfilling yet purposeful part of your investment in happiness. By aligning travel goals with life's milestones, you can stay invested in what matters most - creating lasting memories. There is no cost or obligation.Summit Wealth Management is a private wealth advisory practice of Ameriprise Financial Services, LLC in Greenwood Village, CO.Featured speaker is not affiliated with Ameriprise Financial.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.©2025 Ameriprise Financial, Inc. All rights reserved. 8488275ACMR1025