Upcoming events

Washington Update - Politics and Policy

CDT

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Scott Orr, CFA, Senior Vice President, Head of Regional Public Affairs - Fidelity Investments

Skipping Stone Wealth

As the119th Congress moves through its second year, please join us to hear Scott Orr share a Washington update.

Following the passage of major bills in 2025, Congress is facing more gridlock as the midterm primaries continue.

Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.

Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a nonpartisan view of the current political climate in Washington DC and what to watch for in this fall's midterm elections and through the remainder of 2026.

For more information: call us at 832.725.0885 or email us at tomann.ecker@ampf.com

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

Fidelity Investments and their representatives are not affiliated with Ameriprise Financial, Inc.

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.

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Past events

Getting Your Financial House in Order: Simple Steps for Clarity and Confidence

CDT

Join this event online

Leda Zukowski, Director, Advisor Advancement Institute - New York Life

Skipping Stone Wealth

Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward.

During this session, we will:

  • Highlight why financial organization is the foundation of financial wellness
  • Share practical ways to organize key documents and accounts
  • Walk through how to plan intentionally for the year ahead
  • Discuss how to set meaningful, realistic financial goals
  • Provide simple habits to help you stay on track over time

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

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 and their representative are not affiliated with Ameriprise Financial, Inc.

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.