Upcoming events

2024 SEMINAR SERIES: Retain Your Brain: How to Age-Proof Your Most Valuable Asset

CST

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Brian Briggs, Managing Director of Applied Insights - Hartford Funds

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Just because you’re getting older doesn’t mean your brain has to age at the same rate. But can your brain really get younger? More and more research points us to a compelling conclusion and powerful message: that we—not our genes—can have control over our cognitive health today and the destiny of our brains. Join us for this webinar where Brian Briggs will discuss the following regarding memory and brain health:

· Your age vs. your brain’s age

· The importance of brain health

· How to age-proof your brain

Please call: 1-844-621-3956

Meeting Number (Access Code): 2487 686 0124

Password: Seminar1!

For more information: call us at 404.909.0846 or email us at desiree.m.moe@ampf.com

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.

Hartford Funds and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

2024 SEMINAR SERIES: AI Revolution

CST

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Linda Duessel, Senior VP, Senior Equity Strategist - Federated Hermes

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

This presentation will explore the transformative impact of Artificial Intelligence (AI) on various aspects of our lives. It begins by defining AI and the underlying technologies that enable its functioning. It then explores the wide-ranging applications of AI across numerous industries. Participants will gain insight into how AI is revolutionizing sectors, enhancing productivity and driving innovation. Furthermore, which jobs will be augmented by, and which will be lost to AI. Finally, the presentation will share ways to invest in AI, and how this revolution can be scary!

Please call: 1-844-621-3956

Meeting Number (Access Code): 2497 896 8391

Password: Seminar1!

For more information: call us at 404.909.0846 or email us at desiree.m.moe@ampf.com

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.

Federated Hermes and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved.

6061571ACMR1123

2024 SEMINAR SERIES: Spring Clean Your Finances

CDT

Seminar1!

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Janet Koh, Director, Advisor Advancement Institute - New York Life

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this webinar, Janet will discuss the importance of being intentional in thinking about your finances; discovering what you need, what you don’t need, and what needs changing. She’ll discuss the following:

· Organizing different forms/statements

· Budgeting, cash management tools

· Retirement (contributions, asset allocation, education, etc.)

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 4977291

Password: Seminar1!

For more information: call us at 404.909.0846 or email us at desiree.m.moe@ampf.com

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.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

New York Life Investments/MainStay and its representative are not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial, Inc. All rights reserved. 6061571ACMR1123D

Past events

2023 SEMINAR SERIES: Things I Learned - A Caregiver's Journey

CST

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Liz Flint, Business Development Consultant - MFS

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover:

  • Resources for you to share to make a meaningful difference in their lives
  • Understanding what is really needed in these circumstances
  • Preparing for the future

The tools and resources in this presentation will enable you to be the very best version of yourself as a caregiver.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2483 037 2554#

Password: Seminar1!

This is an informational seminar. There is no cost orobligation.

MFS and their 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.

Ameriprise Financial Services, LLC. Member FINRA andSIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5710669ACMR0623

2023 SEMINAR SERIES: Identity Theft - Protecting Your Data and Dollars

CDT

Seminar1!

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Carrie Caruthers, Senior Anti-Money Laundering Officer and Risk & Fraud Controls Manager - American Century Investments

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

Identity theft can affect you years after a thief begins using your information. Knowing how to guard personal information is your first line of defense. Join this webinar to learn more about how to protect yourself:

At Home

o Safe storage of documents

o How to screen phone calls

o Identify email scams

o Privacy settings on social media

Children

o Kids can be targets of identity theft too

o The warning signs

Parents and elderly

o Often targets of scams

o The warning signs

What to do if you become a victim

o Acting fast by completing some important steps

Away from Home

o Ways to be aware of your location and using public Wi-Fi

o Keeping track of personal items

Please call: 1-844-621-3956

Meeting Number (Access Code): 2499 226 2864#

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

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5600593ACMR0423

2023 SEMINAR SERIES: Computer Threats

CDT

Seminar1!

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James Morrison, National Cyber Security Specialist with Intelisys - partnered with Fidelity Investments

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

When it comes to cyber security, one of the most common responses is to simply tune out. After all, if you’re not harboring top secret information or the owner of a multi-million dollar bank account, no one would be interested in your personal information, right? Unfortunately, this simply isn’t true.

Join us for an educational webinar on cybercrime led by James Morrison, a cyber security expert who spent most of his career working for the FBI as a Senior Computer Scientist, focused on cyber security.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2494 325 9118#

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

Fidelity is not affiliated with Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

5600593ACMR0423

2023 SEMINAR SERIES: Three Secrets to Becoming a Better Investor

CST

Seminar1!

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David Goodsell, Executive Director - Natixis

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss challenges for investors and secrets to becoming a better investor such as:

· Regulating your emotions

· Setting intentional goals to guide you

· Being a smart shopper

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 280 7413#

Password: Seminar1!

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

Natixis and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2022 Ameriprise Financial, Inc. All rights reserved.

5066307ACMR1122

2023 SEMINAR SERIES: Brainworks – Simple Solutions for Staying Sharp

CST

Seminar1!

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Lindsay Troxell, Senior Director of Knowledge Labs Professional Development - Janus Handerson Investors

Skipping Stone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC

What’s wealth without health? Brainworks is a program that will explore how even though cognitive decline may be an inevitable part of aging, the focus of our mental energy can be positively altered by simple habits practiced regularly that are driven by a purpose. Learn how to prevent, or at least postpone, the development of cognitive decline with developed training strategies for better brain health.

Please call: 1-844-621-3956

Meeting Number (Access Code): 2495 291 6290#

Password: Seminar1!

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

Janus Henderson and its 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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2022 Ameriprise Financial, Inc. All rights reserved.

5066307ACMR1122