Caring for aging loved ones: What to consider Date: Wednesday, June 24, 2026 Time: 11:00 AM - 12:00 PM EDT Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart 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: email us at Frank.DErasmo@ampf.com RSVP Online Event registration Giving with a purpose Date: Wednesday, December 16, 2026 Time: 11:00 AM - 12:00 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) 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
Preparing for taxes in retirement Date: Wednesday, August 19, 2026 Time: 11:00 AM - 12:00 PM EDT Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC During thispresentation we’ll discuss three important areas of tax planning forretirement. We’ll look at possible sources of income, explain the tax controltriangle, and dive into some tax strategies you can implement to help increasethe likelihood you’re in a better position from a tax perspective as you enterretirement. To reserve a spot: email us at Frank.DErasmo@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Taking control of your workplace retirement benefits. Date: Wednesday, September 23, 2026 Time: 11:00 AM - 12:00 PM EDT Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session we’ll discuss whyyour future financial security, and your retirement lifestyle depend on how yousave and invest. We’ll address key questions that drive the retirement planningprocess, make sure you understand your company retirement benefits, and we’lloffer some simple steps you can take to control your financial situation. To reserve a spot: email us at Frank.DErasmo@ampf.com RSVP Online Event registration Giving with a purpose Date: Wednesday, December 16, 2026 Time: 11:00 AM - 12:00 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) 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
Wealth with Intention Date: Wednesday, November 18, 2026 Time: 11:00 AM - 12:00 PM EST Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Whenfamilies talk openly about wealth transfer, it helps create smoothertransitions and stronger relationships. This complimentary session can help youand your loved ones feel more comfortable navigating these importantconversations. Together, we’ll explore practical ways to address concerns,communicate intentions, and build alignment as a family. To reserve a spot: email us at Frank.DErasmo@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Giving with a purpose Date: Wednesday, December 16, 2026 Time: 11:00 AM - 12:00 PM EST Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. To reserve a spot: email us at Frank.DErasmo@ampf.com RSVP Online Event registration Giving with a purpose Date: Wednesday, December 16, 2026 Time: 11:00 AM - 12:00 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) 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
Smart strategies for college financing: Planning for your child's future. Date: Wednesday, May 20, 2026 Time: 11:00 AM - 12:00 PM EDT Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Whether your child is in grade school or applying to colleges now, it’s never too early— or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan.
Real estate: Important considerations for you and your family Date: Wednesday, April 22, 2026 Time: 11:00 AM - 12:00 PM EDT Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart 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.
Knowledge is Power: Financial Strategies for Women Date: Wednesday, March 25, 2026 Time: 11:00 AM - 12:00 PM EDT Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss four areas that can impact women’s financial lives and offer some strategies to help. We’ll discuss the income gap women often face and how to plan for a longer lifespan, manage multiple roles and responsibilities at home, work and in the community, and finally how to approach life changes and unexpected events.
How new tax law changes may impact you. Date: Wednesday, February 18, 2026 Time: 4:00 PM - 5:00 PM EST Join this event online Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner of Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers.
Financial Planning: A personal guide Date: Wednesday, January 21, 2026 Time: 4:00 PM - 5:00 PM EST Join this event online Presented By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management Hosted By: Frank D'Erasmo, Financial Advisor & Managing Partner with Lionheart Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise financial advisor can help you examine your current finances and help protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth so you can create a legacy.