Upcoming Events

There are no upcoming events. Please check back for updates.

Past Events

A Guide to Medicare - Understanding the Parts and Plans of Retiree Healthcare

Jim Bergeron, Senior Vice President - Nuveen

Douglas Ireland

Nuveen

Nuveen and its representatives are not affiliated with Ameriprise Financial.

Ameriprise office located at 2 Park Plaza, Suite 1100, Irvine, CA 92614-8521

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2017 Ameriprise Financial, Inc. All rights reserved.

1856293ACMR0817

Saving for college Tax-smart strategies for your college investing goals

Kristia Adrian, Vice President, 529 Specialist - JP Morgan Asset Management

Douglas Ireland

The presentation will focus on these areas:

  • How much will college cost?
  • What you can expect from financial aid?
  • Why invest in a 529 plan?

JP Morgan Asset Management, LoCorr Funds

JPMorgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

Sponsored by: JP Morgan Asset Management, LoCorr Funds

LoCorr Funds and its representatives are not affiliated with Ameriprise Financial.

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 issuer’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 contributing to a 529 Plan offered by a state in which they are not a resident should consider, before investing, whether their, or their designated beneficiary(s), home state offers any state tax or other benefits only available for investments in such state's qualified tuition program.

The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10%federal tax penalty, and the possibility of a recapture of any state tax deductions or credits taken.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

©2017 Ameriprise Financial, Inc. All rights reserved.